$25K · 4 weeks · fixed fee

The Executive Assessment.

A 4-week, fixed-fee diagnostic for CEO/CFO/CIO triads. We quantify the dollars trapped between your ERP, CRM, and supply-chain systems — and hand you the 90-day plan to unlock them. If we don't find at least $5M in recoverable value, the assessment is free.

Deliverables

What you walk away with

Integration topology map

A current-state diagram of every ERP, CRM, supply-chain, and data system in your stack, scored for cross-system data quality and latency.

Recovered-value quantification

A line-item P&L of where revenue, margin, and working capital are leaking — tied to specific cross-system gaps. Average finding: $12M-$41M.

90-day execution roadmap

A week-by-week plan covering integration sequence, data harmonization milestones, and the KPI you should move first.

Tech-debt vs. transformation scorecard

Honest assessment of which incumbent platforms stay, which integrate, and which can be retired without disruption.

Executive readout deck

A 12-slide board-grade deck you can take into your next executive committee — written in your language, not ours.

The 4-Week Process

How we work

Week 1

Discovery

90-minute working sessions with CFO, CIO, COO, and 1–2 LOB owners. We capture the integration friction in their own words.

Week 2

Data Forensics

Read-only API hooks into your top 4 systems. We quantify cross-system mismatch, dispute rate, cycle time, and inventory hidden in plain sight.

Week 3

Synthesis

Our team triangulates findings with industry benchmarks from 100+ enterprise transformations. We rank initiatives by NPV, risk, and time-to-value.

Week 4

Readout

Two-hour executive readout with your committee. Roadmap, scorecard, and recovered-value model handed off in writing.

For CFOs

Quantify working-capital release, close-cycle compression, and dispute-rate reduction in writing — before signing a platform contract.

For CIOs

Get an integration-first roadmap that protects your incumbent ERPs and avoids rip-and-replace risk. Zero vendor lock-in language in the deliverable.

For COOs

Pinpoint where your O2C / F2F / P2P cycles are leaking — and the highest-ROI cross-system fix to make first.

No pitch deck. No salesperson. Just a verified P&L.

We'll send a one-page kickoff agenda and the NDA. You'll have a numbers-backed answer for your next board meeting within 30 days.