Systems State of the Union
A 3-week diagnostic to expose inefficiencies, broken workflows, and hidden risk across your finance and operations stack.
Who It’s For
CFOs, COOs, and systems leaders preparing for ERP transformation, M&A due diligence, or simply tired of operating in the dark.
What’s Included
Week 1: Discovery
- 90-minute stakeholder kickoff
- Inventory of 3–5 core systems (NetSuite, Coupa, Concur, Workday, Salesforce, etc.)
- Mapping of current integrations, pain points, and process gaps
Week 2: Deep Assessment
- Review of configurations, workflows, admin practices, and data flows
- Identify misalignments, security risks, redundancies, and scalability blockers
- Evaluate business impact of known and unknown issues
Week 3: Executive Debrief + Roadmap
- Live executive presentation with findings
- System Scorecard: Red/yellow/green ratings by platform
- Integration Map: Current vs. ideal architecture
- Quick Win Playbook: High-ROI actions you can take immediately
- Strategic Blueprint: 30/60/90-day plan + long-term roadmap
Deliverables
- Executive slide deck (PDF + PPT)
- Scorecard + roadmap for technical and business audiences
- Option to transition to FastTrack or Admin-as-a-Service for implementation
Pricing
- $9,500 flat (includes up to 5 systems)
- Additional systems: +$1,500 each
- COA Readiness Sprint Add-On: $5,000
- Optional Execution Support: 5-hour block for $2,000
Client Outcomes
- Found $80K/year in SaaS waste from underused procurement tools
- Saved 200+ hours/year by fixing broken finance system syncs
- Cut NetSuite roles from 57 to 14 — improved audit readiness
- Gave one COO the ammo to block a $2M ERP reimplementation
Why It’s Different
- Fixed timeline. Fixed price. No surprises.
- Exec-ready format — no jargon, no vendor bias
- Built to drive decisions — not pad hours
- Peace of mind if your systems are healthy. Strategic clarity if they’re not.