The First Diagnostic

The First Diagnostic Roadmap

The First Diagnostic is the mandatory prerequisite for all ABI consulting engagements.

Best For

Attempting targeted interventions without a standardized baseline leads to flawed strategic conclusions.

Pricing

Starting at: $20,750 Onboarding +

$3,800 / mth*

Resource & Time Investment

Timeline: 8 Weeks

Ongoing Tech: 4 Connectors active for 5 Months

Phase 0

Phase 1

Phase 2

Phase 3

Implementation & Data Foundation

Weeks 1-4

// Objective

Connect ERP and Accounting data to establish a pipeline for data connectivity.

// Action Steps

Identify key data and establish connectivity and data intake analysis.
Connect ERP and Accounting data to establish a pipeline for data connectivity.
Map all data repositories for ingestion.
Locate disjointed data flows.

// Linked Models

E5) Systems and Data

Key Deliverable

Preliminary centralized dashboard, entering a 60-day optimization window.

Data Connectivity and Intake Analysis

Weeks 1-3

// Objective

Audit the existing technological infrastructure and map all data repositories for ingestion. Consultants locate disjointed data flows—such as quoting data failing to populate accounting ledgers.

// Action Steps

Audit existing technological infrastructure.
Map all data repositories for ingestion.
Locate disjointed data flows (e.g., quoting data failing to populate accounting ledgers).
Model E5 Focus 5: System Integration & ‘Single Source of Truth’
Model E5 Focus 3: Data Quality & Process Automation

// Linked Models

E5) Systems and Data

Key Deliverable

Data Connectivity Report quantifying the financial cost of manual data rework and technological fragmentation.

Dashboard Setup and Data Standardization

Weeks 4-8

// Objective

Manually cleanse, categorize, and map legacy data. Establish up to four API connectors to link disparate systems to the ABI Data Center.

// Action Steps

Manually cleanse, categorize, and map legacy data.
Ensure historical costings are based on actual realized expenses rather than estimates.
Establish up to four API connectors to link disparate systems to the ABI Data Center.

// Linked Models

E5) Systems and Data

Key Deliverable

Preliminary centralized dashboard, entering a 60-day optimization window.

Initial Company Status and Planning

Week 8

// Objective

Transition from implementation to consultation, establishing baseline costs and true profit margins.

// Action Steps

Establish baseline costs and true profit margins.
Identify the single biggest operational bleeding wound.
Dictate the next targeted ABI package.
Model E1 Focus 1: Direct Cost & Margin Integrity

// Linked Models

E1) Cost Structure

Key Deliverable

The Initial Company Status Report.