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An audit of the company's systems, data, reporting, security and team in 6 to 12 weeks, before signing or right after closing. The fund gets the cost of bringing the data platform and governance up to the market average for the deal model, the actions ranked by ROI over the holding period, and a maturity rating on three scales.
An NDA, the list of systems, owners and data flows, read access or extracts, and the interview plan.
Workshops with the business and IT owners of each area. An inventory of systems, data flows and reports, and twelve months of platform and licence cost. Reverse engineering where documentation is missing, and usage logs to see which reports are really used.
The six areas below, plus one or two real business questions, such as the margin of the top ten customers, followed from source to answer with every manual step timed.
The findings register, the cost for the deal model and, where the scope includes it, the target state, the roadmap and the first use cases priced by return.
Six weeks for one company on one ERP, and up to twelve for a group with several entities and systems, or when the scope includes the roadmap. Inside a short exclusivity window: a condensed readout before signing, and the full audit after closing.
Who owns the data, how work is prioritised and funded, where the knowledge sits and what leaves with people.
Sources, processing and orchestration, cost, capacity limits and single points of failure.
The report estate and its adoption, KPI definitions, lineage and certification of content.
Identity and access, network, logging and monitoring, incident response and business continuity risks.
The quality of the key domains, and shared definitions of customers, products and entities.
Which data could carry AI use cases. For a target that sells AI: which models run in production, on what data, who maintains them, what they cost, and whether their effect is measured.
Sized to the company: the number of entities and systems, and whether the scope stops at the deal-model figure or continues to the roadmap. Each build that follows is quoted at a fixed price once the audit has ranked it.
ERP: SAP, Oracle, Microsoft Dynamics 365, NetSuite, Infor, Sage, Comarch ERP, enova365, Symfonia.
Planning and consolidation: OneStream, Oracle Hyperion and EPM Cloud, Anaplan, SAP BPC, Workday Adaptive Planning, CCH Tagetik, Board, Jedox.
Operations: CRM, warehouse and production systems.
Data platforms: Databricks, Snowflake, BigQuery, Microsoft Fabric, Azure Synapse, Amazon Redshift, or on-premise.
Reporting: Power BI and Excel.
Six weeks for one company on one ERP, and up to twelve for a group with several entities and systems, or when the scope includes the roadmap. Inside a short exclusivity window we deliver a condensed readout before signing and complete the audit after closing.
A findings register rated by severity with the effort to fix each finding, the actions ranked by ROI over the expected holding period, a maturity rating for data and AI governance, data culture and technology, and the cost of reaching the market average for the deal model.
Read access to the main systems, or extracts where access is not possible, and a few hours with the business and IT owners of each area.
An NDA is signed before any data changes hands.
We leave a working solution in the company's own systems, help hire its people and set up its processes, so the company owns the result.
Yes. SAP, Oracle, Microsoft Dynamics 365, NetSuite, Comarch ERP, enova365 and Symfonia, any planning or consolidation tool, and any data platform, on-premise or in the cloud.
Our delivery team, with one of the two founders supervising every audit.
A 30-minute call to scope it around the date you need the readout.
We reply within one business day.
