Small alignment check: The reality check
You’re at the starting line…or you realize you need to recalibrate. We get granular with your core platforms to make sure your finance objectives and AI ambitions are aligned before you sign massive vendor contracts.
What you get: A rapid risk assessment and foundational guardrail matrix.
The outcome: True alignment between your finance and tech stack ambitions, and clarity and risk mitigation across your data, strategy, systems, and AI plans.
Medium alignment check: The rescue mission
You experimented with AI, but the initiatives aren’t succeeding. Users ignore the features, and ROI is missing. We roll up our sleeves and dissect your enterprise stack, untangling the integrations and digging into platform-level blockers. Our team understands the nuance of AI ecosystems and how they evolve, aligning ambitions to your actual process maturity and pinpointing where and why things break down.
What you get: A prioritized turnaround roadmap and a governance benchmark against established frameworks.
The outcome: A salvaged investment. Get back on track with a targeted plan that balances value, feasibility, and risk, along with AI use cases that are genuinely aligned to your business objectives and platform capabilities.
Large alignment check: The enterprise blueprint
You have a top-down mandate to scale AI across a massive, complex environment. We dig deep into your critical enterprise applications, pulling apart data flows, process interlocks, and uncovering hidden friction. Our expertise includes both how your enterprise applications function and how their AI roadmaps impact your workflows, integrations, and compliance pressures. We develop strategies that bridge every tech stack dependency, dismantle silos, and build a responsible AI foundation across your finance systems.
What you get: A full technology orchestration assessment, audit-ready governance review, and a sequenced scaling blueprint.
The outcome: A responsible, sustainable path to scale AI across all finance systems without breaking your target operating models or jeopardizing SOX compliance, including robust operational change management strategies and target operating model designs so every stakeholder is positioned to succeed.
Get clarity. Unlock true value.
Book a 30-minute intake call with us today and start removing the guesswork from your AI strategy. We assess your current situation, determine which Alignment Check makes sense for your team, and show you what a low-risk path to action actually looks like.
BONUS: After your intake call, we’ll hand over a complimentary spreadsheet model so you can plug in your own data to accurately estimate the time savings, cost impact, and quality improvements of using AI as a copilot across your NetSuite implementation.