The typical questions.
You’ve probably seen the launches. Each one leaves a question on the table.
Understand your business in days. Find a path that works for you.
What Source does: AI interviews, the process mapped while they talk, and what each phase delivers
AI interviews with the people who do the work.
The process, mapped while they talk it through.
Phase 01 · 2 to 4 weeks
Understand your business. You get every process, mapped.
Phase 02 · With your team
Find the path. A costed decision, on the evidence.
Phase 03 · Fixed price
Implement the systems. Every change reviewed before go-live.
After · SO
Sales Order
SO1048271
- Date
- 2026-04-23
- Transaction party
- After · Unclassified Customer
- Amount
- 12,480
- Currency
- USD
- Lines
- 50
Review the proposed dimension treatment
Compare the transaction party, posting accounts and dimensions below. Every displayed field has Source’s proposed treatment.
Primary review
Dimension changes
Compare the reporting values and physical Inventory Location attached to this transaction. Customer and Vendor remain transaction parties, not reporting fields.
Class
Target assignment · Class: Wholesale
Header + all 50 lines
Department
Target assignment · Department: Retail Channels
All 50 lines
Inventory Location
Target assignment · Inventory Location: Central Warehouse
All 50 lines
Order Location
Target assignment · Order Location: North America
Header + all 50 lines
FAQs
Do you implement systems too?
Yes. Assessment and implementation, one team. AI turns your process maps into working systems, guided by your team and industry experts: configure, connect, migrate and validate, then go live. Systems we implement include NetSuite, Dynamics 365, SAP, Sage, Acumatica, Workday, ERPNext, Odoo, Rillet, DualEntry, Doss and Carbon MS. Fixed cost, fixed timeline.
What happens after the assessment?
You get a costed decision: a roadmap with the priorities, dependencies, responsibilities and next steps agreed for your business. From there Source plans the build and implements the systems with your team: configure, connect, migrate and validate, then go live. Fixed cost, fixed timeline.
What are example deliverables?
A map of how your processes work today, findings linked to their evidence, a comparison of system and AI options, and a costed roadmap. The roadmap sets out priorities, dependencies, responsibilities and the next steps agreed for your business.
Can you help us define our AI roadmap?
Yes. Start with how the business works today, then identify where AI agents, automation or better data could help. Compare the options, agree the priorities and dependencies, and set out what to do first, who owns it and how to measure the result.
How long does an assessment take?
Four weeks from kickoff to a costed decision: AI interviews with the people who do the work, screen recordings of the systems they use, and a scan of every system.
How is it priced?
A fixed price or a subscription, agreed before we start. Not billed by the hour.
What industries do you have experience in?
Our experience spans manufacturing, food manufacturing, agriscience, distribution, retail, DTC and e-commerce, data centres, field services and nonprofits. We bring in specialists matched to your industry and the questions your assessment needs to answer.
Who takes part?
Your team, your advisers and Source. Specialists where agreed. Industry experts are matched to your sector and to what the evidence shows, and what they learn goes back into the workspace.
How is the work gathered?
AI interviews, AI screen-recording analysis and an AI systems diagnostic, rather than weeks of workshops with a big consulting team.
How long from the decision to a live ERP?
Eleven weeks, against nine to twelve months the traditional way.
