01
Map the source systems
Identify the ERP, CRM, finance, spreadsheet, and operating data needed for the first workflow.
Data assessment
Bring us two systems and one painful report.
We will map the connectivity, reconciliation, and reporting work required to turn it into a trusted, repeatable workflow.
02
Define the reconciliation
Document which customers, vendors, accounts, entities, and metrics disagree across sources.
03
Scope the first output
Choose one dashboard, recurring report, or analysis that creates visible value for the business.
What you leave with
A practical first rollout, not a broad transformation project.
The assessment defines required sources, matching logic, output, refresh cadence, implementation scope, and the next decision point.