Data ownership review
We record the source, owner and permitted update path for the records in scope. The output includes mappings and unresolved ownership decisions.
ERP workflow review
General Wholesale Distribution
Start with a bounded review of item data, branch reporting or an integration that needs an owner.
Questions to settle in the assessment
- Which system owns each item, customer and price field?
- Do branch reports use the same definitions, filters and cut-off time?
Work we can scope
Reporting reconciliation
We agree the measure definitions and compare representative branch totals with their source records before proposing report changes.
Plan the work with our guides
Use these guides to prepare the questions, examples and decisions for an assessment.
Browse field notesBring the transaction that matters.
Tell us your ERP, the workflow in question and which decisions your team needs to make.