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ADVISORY · PROOF OF CONCEPT

Three months to price a build before committing to it

Building controls manufacturer, United States and Canada. Two ERP systems, one small internal IT function.

3 months

Discovery to delivered proof of concept

1 of 3

Phases removed on our advice

Under budget

Delivered on time

THE CHALLENGE

  • Prophet 21 in the US and Spire in Canada, each producing its own reports

  • No agreed set of numbers across the two countries

  • Integrated reports built straight from source: quick, but hard to maintain and extend

  • The business could not say what a proper fix would cost to own, so it could not commit to one

WHAT WE DID

  • Reviewed the three-phase scope and removed one: a bespoke interface we advised them to buy off the shelf

  • Worked the business to one agreed set of requirements

  • Built a documented, best-practice Data Vault proof of concept with AutomateDV and dbt

  • Worked alongside the client’s contractor

THE RESULT

  • Both systems integrated into a single model

  • One agreed set of requirements across the business

  • The approach tested rather than assumed

  • Cost of ownership understood before committing

ENGAGEMENT

Advisory — proof of concept

TIMELINE

Three months, including discovery

STAKEHOLDERS

IT lead and the business units using the reports

TECHNOLOGY

Prophet 21

dbt

Spire

Power BI

AutomateDV

IN THE CLIENT'S WORDS

[Client quote pending approval — Todd. Preferred attribution: CIO or equivalent. The quote should speak to the clarity the assessment gave them and what it let them decide.]

Related Links

ADVISORY

Three weeks to turn an inherited platform into business decisions

Mass catering and logistics business, United States. Newly separated from its European parent.

TRANSFORMATION

One week of manual reporting, cut to one hour

Manufacturer of recycled materials business in North America. Multi-site, growing by acquisition.

MIGRATION

How finance moved to  new system and kept its trust in the numbers

Vegetation management and utility infrastructure services contractor, United States. 34,000+ employees.

Weighing up an integration build?

A proof of concept tests your approach and shows what it will cost to run, before you commit. Book an introductory call, and we’ll show you how it works.

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