What does a business process assessment cover?

The processes in scope, the roles and operating model around them, the systems and integrations that support them, the controls, and the data quality, scored against benchmarks and leading practice. You choose the value streams: source-to-pay, record-to-report, order-to-cash, treasury, or several at once.

How long does an assessment take?

Anywhere from a half-day onsite review to a diagnostic of several weeks. It depends on how many value streams, entities, and systems are in scope, and we fix the timeline when we scope the engagement.

Which systems do you assess?

Microsoft Dynamics 365 Finance & Operations, Business Central, and Great Plains; NetSuite; SAP S/4HANA and ECC; Oracle Fusion, EBS, and PeopleSoft; Coupa; and the Boomi and Workato integrations between them, plus homegrown and legacy systems.

Are you independent of the software vendors?

We're a Coupa, Microsoft, SAP, Oracle, Boomi, and Workato partner. You get the scoring criteria and fit-gap results line by line, so you can check every recommendation yourself.

How is this different from the Coupa Health Check?

The Health Check audits the configuration of a live Coupa instance. A business process assessment starts from the processes and covers every system involved, so it suits a decision before an implementation, a re-platform, or a program that has stalled.

Does the assessment cover AI?

Yes, as one dimension. For a study that starts from AI use cases and goes deeper, see our AI Strategy & Readiness Assessment.

Do we have to use DataMap to deliver the roadmap?

No. The roadmap and business case are yours, and any partner or your own team can deliver them.

Assessments

Measure how your operations really run before you change them

We assess the processes, roles, systems, controls, and data behind source-to-pay, record-to-report, order-to-cash, and treasury, then hand you a business case and a sequenced roadmap. It works whichever ERP or procurement platform you run today, or are about to choose.

Scope an assessment

Business process assessment

Start with what people do and what the systems record

We interview the people who run each process, pull the transaction history out of your ERP and procurement systems, and compare the two. Rework, exceptions, and workarounds show up in the gap between them, and that is usually where the cost and the risk are. The assessment covers Microsoft Dynamics, NetSuite, SAP, Oracle, PeopleSoft, Coupa, and the integrations between them, and it doesn't assume you'll keep any of them.

Process & operating model

Who does the work, where, and with how many handoffs

We look at roles and handoffs, spans of control, approval chains and the policies behind them, and options such as shared services or outsourcing. We design the target operating model around how the work should flow, and the system changes follow from it.

Process and handoff analysis
Shared-services and outsourcing options
Target operating model

Someone signing a contract at a wooden meeting table

Systems & integration

An application estate you can rationalize

We map the ERP, procurement, and point systems in each process, how they connect, and where people rekey data between them. Each one gets a recommendation to keep, optimize, consolidate, or replace. When a new ERP or source-to-pay platform is warranted, we run the selection: requirements, demo scenarios, and fit-gap scoring.

Application and integration map
Keep, optimize, consolidate, or replace
ERP and source-to-pay selection support

A tablet and monitors showing charts across a desk

Controls & data

Controls and master data that hold up under automation

We review segregation of duties, delegation of authority, and gaps against SOX and audit requirements, and score the quality of supplier, customer, item, and chart-of-accounts master data. Automation and AI depend on both, so we check them before recommending either.

Segregation of duties and approval limits
SOX and audit gaps
Master-data quality scoring

A signature being written on a printed agreement

Automation & AI

Automation and AI ranked by value and readiness

From invoice capture and three-way match to spend classification and agent-based workflows, we rank each opportunity by the value it returns and how ready your data and processes are for it. For the ones that aren't ready yet, we name the prerequisites.

Opportunities ranked by value and readiness
Data and process prerequisites named

Coloured notes arranged across a whiteboard

01Step 01 · Scope
Agree the decisions the assessment has to support
We start from the decision in front of you: a re-platform, a shared-services move, an audit finding, an acquisition, or a growth plan the current setup can't carry. That decision sets which value streams, entities, and systems are in scope and who we interview. Engagements range from a half-day onsite review to a diagnostic of several weeks.
- Scope set by value stream and decision
- Interview and data-request plan
02Step 02 · Discover
Map the current state from interviews and system data
Workshops map each process down to activity level, with the APQC Process Classification Framework as a shared vocabulary. Where the data allows, process mining on ERP and procurement event logs shows the paths transactions actually take, including the rework and exceptions nobody drew on the whiteboard.
- Process maps on the APQC framework
- Process mining on system event logs
03Step 03 · Measure
Score every process against benchmarks and leading practice
We measure cycle time, touchless rate, exception rate, and cost per transaction, compare them with published industry benchmarks, and score maturity process by process. The same pass covers the controls, the data quality, and the systems and integrations behind each process.
- KPIs and maturity scored per process
- Controls, data, and systems in the same pass
04Step 04 · Roadmap
Leave with a business case and a roadmap you can fund
The readout sets out the target state, the initiatives that close the gap, and what each one costs and returns. Quick wins come first. Larger moves, such as a re-platform or an operating-model change, go where the business case supports them.
- Business case per initiative
- Roadmap sequenced from quick wins up