A project can meet its requirements and still fall short of the business improvement behind it. Capable people can do their jobs well while the original goal becomes harder to see among technical requirements and implementation decisions.
I look at those things together: what you want to improve, how the business operates, and what the technology actually requires.
That means examining the proposal, speaking with your team and working through the details with your developers and agency. Together, we establish what to pursue, what to question and what can wait.
Sometimes there’s a smaller way to begin. Sometimes the larger investment makes sense. I have no particular system or implementation to sell.