- AI-run assessments
- Fixed price
- 80% faster
- Big 4 quality
- Industry specific
The questions every business is asking.
What ERP should we move to?
Asked by a CFO
Where should we use AI?
Asked by a CEO
Can we use AI on our existing systems?
Asked by a VP of IT
Should we replace our ERP, or fix how we use it?
Asked by a COO
Why does month-end take so long?
Asked by a Financial Controller
Which manual work should we automate first?
Asked by a VP of Operations
Why don’t our systems talk to each other?
Asked by a CIO
Can we trust the numbers in our reports?
Asked by a Head of FP&A
What will a new system really cost?
Asked by a Finance Director
Are we ready for AI?
Asked by a CEO
Source interviews your organization.Investigate your processes, people and systems with AI interviews.
AI interviews, deployed in days.
Weeks of working sessions suck.
- Manual working sessions
- Workshops
- Questionnaires
- Weeks of follow-ups
Dynamic interviews with every team.
Live interviewOperations lead
Source
Mary said you typically take a file from Jackson for forecasting, but it’s sporadic. Is that right?
Yeah, to be honest, it’s a pretty frustrating experience.
Operations leadspoken
Source
Could you upload the last forecast file Jackson sent?
Operations leaduploaded
Source understands how your business really runs.
Source finds a way to interview.
- Phone callSource rings them
- iMessageThey answer by text
- Microsoft TeamsIn the team chat
- SlackWhere the team already works
- BrowserVoice or text, any device
Industry experts review every finding.
Best-in-class assessment experience.
Every one interviews your people, reads your systems and maps your processes. Pick the question you need answered.
ERP selection
We take your requirements from the people who do the work, then score each vendor against how your business actually runs.
What you get
- Requirements from interviews, not workshops
- Vendor fit, scored against your processes
- A decision paper with the costs
- M&A and integrationSystems, risks and dependencies. Book this assessment.
- AI and automationUse cases, data and human review. Book this assessment.
- Process improvementBottlenecks, handoffs and manual work. Book this assessment.
- IT and data readinessApplications, integrations and data. Book this assessment.
Deploy AI interviews.Get data.Experts review.
What part of your business do you want to interview?
FAQs
What is an AI interview, and how does it work?
Source’s AI interviewer asks each person how their work really runs, in their own words. People answer by voice and can upload the files they work from. Source connects what each person says to what others have said and follows up where the answers differ. Their answers become a map of how work really moves through your business.
Who reviews the findings?
Industry experts matched to your sector and to what the evidence shows: consultants formerly at the Big Four and other leading firms. They review the findings against best practice in your industry, and what they learn goes back into your workspace.
What do I get?
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. For ERP selection, that includes vendor fit scored against your processes and a decision paper with the costs.
Do you implement solutions like ERP too?
Yes. Assessment and implementation, one team, whether the answer is a new ERP, AI agents or automating a process. 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.
9 more questionsFewer questions
Can my advisory firm use Source?
Yes. Source works with select advisory firms: your consultants deliver assessments in days, not months, so your firm takes on more client work with the same team. See how it works and request a demo on the partners page.
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 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.
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.
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.