Lean Insight

What Lean Insight does

Lean Insight, operating under the trade name Lean Consultores, is a Lisbon-based Portuguese IT consultancy founded in 2011 by Jorge Daniel. The firm serves small and medium enterprises (PMEs) in Portugal and other Portuguese-speaking markets, with a cumulative customer base of 130-135+ companies across verticals including retail, industrial/manufacturing, agro-food, professional services, and distribution. As a Certified Cegid Primavera partner since 2011, the firm anchors its offering around specialized ERP support with no hour limits and rapid (under-24-hour) response times.

The company delivers an integrated portfolio of services layered on top of clients' existing ERP, CRM, and e-commerce infrastructure. Core offerings include AI-powered document processing (invoices, orders, guides read and registered into ERP in approximately three seconds), process automation built on Power Automate, Power BI business intelligence dashboards, custom web and mobile applications, and an emerging autonomous distribution planning agent that combines business rules with AI reasoning. Custom integrations function as bridges between ERP, CRM, and e-commerce systems, eliminating manual data movement and reducing repetitive errors.

Lean Insight operates a consulting-led, project-based business model with quote-based pricing and a free initial consultation to assess fit. Revenue streams combine one-time custom development projects, professional services for automation and BI engagements, and a recurring ERP support subscription. The firm is privately held, bootstrapped with no disclosed institutional funding rounds, and operates with 1-10 employees from a single Lisbon office. Go-to-market relies on direct consultative sales through the website, a dedicated automation landing page, content marketing via an active blog, and a presence on LinkedIn, YouTube, Facebook, and Instagram. Public PRR (Plano de Recuperação e Resiliência / NextGenerationEU) co-financing is acknowledged on the website.

Name

Lean Insight

Legal name

Lean Consultores

Website

https://lean-consultores.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

Lean Insight (Lean Consultores) is a Lisbon-based IT consultancy serving Portuguese and Lusophone SMEs since 2011 with AI-powered document processing, process automation, Power BI dashboards, custom applications, and certified Cegid Primavera ERP support.

Ownership category

akta.pro rank

Product category

IT Consulting and ERP Services

NAICS

Management Consulting Services (54161), Computer Systems Design and Related Services (54151), Administrative Management and General Management Consulting Services (541611), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742), Services-Computer Integrated Systems Design (7373), Services-Computer Programming Services (7371)

akta.pro primary industry

Operations & Process Improvement Consulting (BPAHACAB)

akta.pro secondary industries

Data, Analytics & AI Consulting (BPAHAEAF), Augmented Analytics & AI-Assisted BI (NLQ/NLG, Insights) (HDAEAMAD)

Keywords

• IT consulting services
• ERP implementation support
• Process automation solutions
• Business intelligence dashboards
• Custom application development

Headquarters

HQ city

Lisbon

HQ country

Portugal

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Custom Development Services: Custom web and mobile application development integrated with existing business systems (ERP, CRM, e-commerce). One-time project-based revenue.
2. Process Automation Consulting: Automation of repetitive tasks using Power Automate and intelligent workflows. Project-based engagements.
3. ERP Support Services: Specialized Cegid Primavera ERP support without hour limits, with fast response times. Ongoing service.
4. Business Intelligence Services: Power BI dashboards that transform data into decisions. Power BI implementation and dashboard development.
5. AI Development: AI-powered application development enabling smarter applications and faster processes.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Lean Insight (Lean Consultores) is an IT consultancy that delivers AI-powered application development, process automation with Power Automate, Business Intelligence dashboards on Power BI, specialized Cegid Primavera ERP support and implementation, CRM and commercial management, and custom web/mobile applications for SMEs in Portugal and Portuguese-speaking markets. The company builds integration bridges that connect ERP, CRM, and e-commerce platforms and layers in-house workflow software over customers' existing infrastructure rather than replacing it.

Product overview

Lean Consultores is a technology consulting company founded in 2011 that serves 135+ SMEs in Portugal and Portuguese-speaking markets. The company offers a portfolio of interconnected services built around process automation, business intelligence, and custom software development. The core offerings include AI-powered Development (Desenvolvimento com IA), Process Automation (Automação de Processos), Business Intelligence dashboards using Power BI, Cegid Primavera ERP specialized support, CRM & Commercial Management, and Custom Application Development. These services work together as an integrated layer over existing business infrastructure—automations connect ERP, CRM, and e-commerce systems; dashboards visualize data from multiple sources; and custom applications extend the functionality of standard systems. The company also develops specialized solutions for specific industries including distribution route planning, commercial CRM, digital retail channels, and agricultural harvest tracking with ERP integration.

Differentiator

Problem solved

Functional benefit

Products and services

• AI-Powered Development (Desenvolvimento com IA)
• Process Automation (Automação de Processos)

Named customers7 records

Segments6 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability8 records

Feature7 records

Partnerships

One partnership is on record.

• Cegid PrimaveracoreTechnology or Integration · 1 January 2011Certified Cegid Primavera partner since 2011. Provides specialized ERP support without hour limits, fast response times, and implementation services. Deep technical expertise in Primavera ERP platform serving 135+ PMEs.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• TOTVS: Brazilian ERP giant that also serves Portuguese-speaking markets across Latin America. Both TOTVS and Lean Consultores target PMEs needing ERP, CRM, and process automation, and overlap directly in the Lusophone SME segment.
• PHC Software: Portuguese ERP and business management software vendor serving SMEs in Portugal and Portuguese-speaking markets. Direct competitor in the same Primavera/PHC ERP ecosystem that Lean supports.
• Devoteam: European technology consultancy with strong Microsoft Power Platform and automation practices. Competes with Lean on Power Automate, Power BI, and AI-enabled process automation for mid-market clients.
• Inetum: European IT services group delivering ERP implementation, application development, and digital transformation to mid-market and enterprise clients. Comparable to Lean in offering integrated CRM/ERP consulting plus custom software delivery.
• Econocom: European digital services and technology consulting firm delivering application development, workplace, and infrastructure solutions. Comparable to Lean on the IT services side serving mid-market European clients.

Broad incumbents

• PwC Portugal: Big Four consultancy in Portugal covering ERP, CRM, AI, and BI transformations. Adjacent competitor that can compete with Lean on larger transformation budgets though it rarely targets sub-€100K SME projects.
• Sage: UK-headquartered ERP/accounting software vendor with a global partner network serving SMEs. Competes with Lean's Cegid Primavera and custom automation practice by offering rival ERP platforms plus implementation partners.
• Deloitte Portugal: Big Four advisory practice in Portugal offering ERP transformation, CRM, and intelligent automation for larger enterprise clients. Competes with Lean for bigger SME-to-mid-market projects but at materially higher price points.

Others

• Cegid: The vendor behind the Primavera ERP platform that Lean partners with. Adjacent ecosystem participant whose product roadmap and partner program directly shape Lean's addressable opportunity and recurring revenue.

Regional players

• BPM (Business Process Management) Consulting Portugal: Portuguese consultancy specializing in ERP and process automation for SMEs. Closest geographically and segment-overlapping competitor to Lean in the Iberian PME automation market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@LeanConsultores
• Facebookfacebook.com/LeanConsultores
• LinkedInlinkedin.com/company/the-lean-insight
• Instagraminstagram.com/leanconsultores

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lean Insight