How the Sprint Works
Four steps. Two weeks. Independent advisory—no production changes.
Step 1
Map
We confirm the workflow, lock scope, and baseline current metrics. Then we define decision criteria, finalize the vendor list, and schedule scripted demos.
Output: scope note, baseline, demo scripts v1.
Step 2
Demos & Pilot
We run apples-to-apples demos in sandbox/read-only mode and, where offered, a vendor-run pilot. We orchestrate and capture evidence—without implementing.
Output: evidence log, risks & controls notes, access checklist complete.
Step 3
Measure
We measure lift against the baseline, tracking accuracy, exception rates, and throughput. Then we model ROI/TCO ranges and define a clear accept-park-defer view.
Output: weighted scorecard, ROI/TCO ranges, assumptions log.
Step 4
Handoff
You keep the full artifact bundle: weighted scorecard, scripted demo flows, risk & compliance memo, ROI/TCO ranges, and a board-ready recommendation—ready to brief leadership or proceed to negotiation.
Output: board-ready brief and artifact bundle.
1
Accounts Payable (AP)
Evaluate intake → match → approvals via scripted, apples-to-apples demos in vendor sandboxes or read-only mode—no production changes. Vendors are scored in a weighted scorecard with risks & controls and ROI/TCO ranges.
Outcome: defensible recommendation and rollout considerations to cut manual touchpoints and speed invoice-to-pay.
2
Accounts Receivable (AR)
Assess cash application, dunning/collections, and risk-signal workflows via scripted demos in vendor sandboxes or read-only mode—no production changes. We score vendors against your criteria with risks & controls and ROI/TCO ranges.
Outcome: cleaner cash application and smaller aging buckets.
3
General Ledger Close
Evaluate tooling for recurring JEs, allocations, variance notes, and close checklists via scripted demos in vendor sandboxes or read-only mode—no production changes. Evidence rolls into a weighted scorecard with risks & controls and ROI/TCO ranges.
Outcome: tighter close, fewer last-minute scrambles, clearer audit trail.
Each sprint focuses on one workflow at a time—so every evaluation stays contained, controlled, and measurable.
Workflows we evaluate
Delivered in a 14-day advisory sprint (Lite/Core)
Trusted. Secure. Proven.
Independent, vendor-agnostic advisory for finance—decision-grade in 14 days, read-only/sandbox with least-privilege access, audit-friendly docs, and a clean handoff.
Sprint Packages — Lite & Core
Two advisory packages • 14-day cadence
Sprint Lite
Best for focused evaluations or a first sprint
What we do
✔ Scripted, apples-to-apples demos in vendor sandboxes or read-only mode
✔ Compare options against your criteria and today’s baseline
What you get
✔ Weighted scorecard
✔ SRI/IRT notes
✔ Risk & compliance memo
✔ ROI/TCO ranges (documented assumptions)
✔ Executive one-pager + readout
Sprint Core
Best for broader diligence or multiple stakeholders
What we do
✔ Everything in Lite + deeper evidence capture
✔ Expanded risk & controls questions
✔ Negotiation prep & rollout considerations
What you get
✔ Weighted scorecard (expanded evidence)
✔ Deeper SRI/IRT notes
✔ Expanded Risk & compliance memo
✔ ROI/TCO ranges with sensitivities
✔ Executive one-pager + readout + board-ready brief
Independent • Vendor-agnostic • Read-only/Sandbox • No implementation
What You Get in 14 Days
You keep every artifact—no lock-in, no implementation.
Discovery Map + Baseline Metrics
Document one finance workflow end-to-end, capturing volumes, accuracy, and throughput benchmarks — your quantified starting point.
Scripted Demos + Read-Only Sandbox
Shortlist 3–4 vendors, then run scripted, read-only demos in vendor sandboxes. Evidence—not production data.
Weighted Scorecard + ROI/TCO Model
Every vendor is scored against defined criteria. ROI and TCO ranges with documented assumptions and quantified risk factors.
Risk + Compliance Memo
Includes SOX/IA/IT notes, data-flow diagram, access checklist, and control observations — ready for the audit trail.
Executive Brief + Board Deck Insert
Concise one-pager linking problem → approach → measurable lift → next steps — board-ready in minutes.
Handoff Session + Next-Sprint Options
A 60-minute enablement session with Q&A, SOP outlines, and negotiation playbook — ensuring continuity and momentum.
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Benefits
Fewer touchpoints
Faster cycle time
Cleaner close
Audit-ready by design
Automate intake, triage, and routing—staff touch fewer steps while controls and approvals stay intact.
Shorten invoice-to-approval and cash-application loops with smart queues and automated nudges.
Pre-filled journals, variance notes, and close checklists make month-end predictable, auditable, and tidy.
Least-privilege access, rollback plans, and documented SOP outlines—built for defensible, audit-ready operations.
Connect with Us
Chesapeake, VA • Remote-first • By appointment
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