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Understand your businessBefore you implement ERP, deploy AI or automate

We combine Big Four expertise with AI superpowers to assess your processes, people and systems in days, not months.

Explore our assessments

Built by consultants formerly at:

  • Accenture
  • Deloitte
  • Bain & Company
  • Boston Consulting Group
  • PwC
  • KPMG
  • McKinsey & Company

  • AI-run

    Assessments

  • Fixed

    Price

  • 80%

    Faster

  • Big 4

    Quality

  • Industry

    Specific

You’ve probably seen. And the headlines.

We give ex‑Big 4, industry-specific consultants AI superpowers.To help your business in days, not months.

Data centresManufacturingField servicesDTC and e-commerceAgriscienceDistributionData centresManufacturingField servicesDTC and e-commerceAgriscienceDistribution

Illustrative · The industries Source already knows

  • Interviews your people in their own words
  • Maps how the work really runs
  • An industry expert reviews the work
Explore assessments

Source's knowledge base is built from world-class consulting practices.

Every one interviews your people, reads your systems and maps your processes. Pick the question you need answered.

Hover a card to see what we do

  • M&A and integration

    We interview both teams, read both companies' systems and map how each one really runs, so the integration plan starts from evidence.

    What you get

    • Both businesses mapped side by side
    • Overlaps, gaps and dependencies, ranked
    • An integration plan with owners
    Book this assessment

  • 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
    Book this assessment

  • AI and automation

    We find where AI would genuinely help, check the data behind each idea and rank them by value and effort.

    What you get

    • Use cases ranked by value and effort
    • The data each one needs
    • Where people stay in the loop
    Book this assessment

  • Process improvement

    We map how work really flows today, find the bottlenecks and handoffs, and show what to change first.

    What you get

    • Current-state process maps
    • Bottlenecks and manual steps, found
    • A prioritised list of fixes
    Book this assessment

  • IT and data readiness

    We read your applications, integrations and data, so you know what is ready before you build anything.

    What you get

    • Your systems and integrations mapped
    • Data issues, listed by impact
    • What to fix before you start
    Book this assessment

Understand your business in days. Find a path that works for you.

After the plan, Source implements the systems you need: ERP, EPM, HRM, CRM, procurement and data.

From conversations to a clear plan.

Understand how work happens, compare your options, then implement the changes.

Talk through the work. Source captures the detail.

The Source interview screen as a session opens: the interview's title, the voice orb and the interviewer's first question

See the process take shape. Review the map with your team.

The Source process workspace: the process map drawn so far from the interview, a decision and the step it leads to

Phase 01 · 2 to 4 weeks

Map your processes. See how the work happens today.

ORDER TO CASH · CURRENT STATE1 open gapSalesWarehouseERP dataPrice confirmedSales leadTaken from the latestprice sheetThree price lists in use1Order enteredSalesKeyed into the ERPby handPick and packWarehousePicked from aprinted listSales orderERPORDER · CUSTOMERITEM · QTY · PRICEKeyed by hand

Phase 02 · With your team

Choose the next step. Compare the options and costs.

An example decision paper from a Source assessment

Phase 03 · Fixed price

Implement the changes. Review and validate before go-live.

  • NetSuite
  • Microsoft Dynamics 365
  • SAP
  • Sage
  • Workday
  • Odoo

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 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.

7 more questions
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.

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.