Assessment
Map what exists. Decide what comes next.
We map sources, data flows, business rules and responsibilities to identify gaps, priorities and a practical first scope of work.
Start with how you use information.
The business decision guides our review of ERP, MES, accounting, files and reports. We trace extracts and manual handoffs, definitions, history, reconciliation, access constraints and ownership. For management control, we include the relevant analysis objects and cost-allocation rules.
How it works
- 01
Agree the scope
Define the question, participants, available evidence and fee before work begins.
- 02
Review processes and sources
Work with finance, operations and IT using authorized documentation and relevant samples. Record missing access and coverage limits.
- 03
Trace the critical gaps
Separate observed facts from hypotheses: inconsistent definitions, manual handoffs, unreconciled differences and unclear ownership.
- 04
Choose the first intervention
Review priorities together and define a pilot or targeted action, with prerequisites and expected outputs.
What you receive
Data ecosystem map
Sources, flows, key objects, uses and responsibilities within the agreed scope.
Findings and priorities
Evidence, gaps and dependencies, with improvements ordered by relevance.
First-intervention plan
Objective, prerequisites, proposed outputs, indicative sequence and assumptions.
This is a bounded professional engagement, with scope and fee agreed before work begins. It produces preliminary findings; implementation, an exhaustive data review and certifications require a separate scope.
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