72 Hour Health Check

The 72-Hour ERP & Working Capital Health Check is structured as a high-velocity, low-disruption diagnostic. Because it is time-boxed to just three days, the methodology relies on extracting targeted data, running rapid analytical routines, and delivering immediate executive insights without tying up your client's internal IT or operational resources.

★ HIGH-VELOCITY DIAGNOSTIC PROMISE

Gain instant clarity without tying up internal resources. Reveal trapped working capital, parameter misconfigurations, and valuation anomalies within 72 hours, targeting a ≥15% operational and financial recovery potential. 

Step-by-Step Project Approach & Implementation Framework Phase

 1: Preparation & Secure Data Extraction (Pre-Day 1 / Kick-off)

Objective: Establish secure parameters and gather necessary transactional data without impacting daily operations.

·        Scope Alignment: Brief the client's CFO or Supply Chain Director on exact data extracts required (item master, stock ledger, open purchase orders, sales history, and licensing schedules).

·        Non-Invasive Data Pull: Request standard database exports, CSV reports, or secure read-only analytical queries directly from their ERP system (such as SYSPRO, Sage, or Epicor).

·        Confidentiality & Governance: Confirm NDA and data privacy protocols to ensure secure handling of sensitive financial and operational metrics.

Phase 2: Rapid Analytical Diagnostic (Day 1 & Day 2)

Objective: Execute specialized analytical routines to uncover trapped working capital, parameter misconfigurations, and valuation anomalies.

·        Inventory Parameter & Stock Profiling: Analyse lead times, safety stock levels, ABC/XYZ classifications, and demand velocity. Identify slow-moving or obsolete stockholding exceeding service-level thresholds.

·        Valuation & Implementation Cost Audit: Review software deployment costs, customization expenses, and module utilization rates against realized ROI.

·        Variance Identification: Cross-reference system-calculated valuations against physical stock turnover rates to pinpoint exact areas driving financial leakage and hitting the targeted ≥15% improvement threshold.

Phase 3: Executive Findings & Roadmap Presentation (Day 3)

Objective: Present clear, quantified financial outcomes and a practical remediation roadmap.

·        Executive Briefing Deck: Compile findings into a concise, high-impact report detailing exact pockets of trapped working capital and valuation gaps discovered.

·        The Go-Forward Proposal: Deliver findings directly to decision-makers (CFO/COO), outlining financial recovery potential and proposing a clear roadmap for full inventory optimization or ERP re-engineering.