First Time Custom Packages

Tailored solutions for firms with unique needs, starting with a robust data diagnostic foundation.

Best For

Firms with specific needs that don’t perfectly fit our premade packages. This is for firms that have not had an initial consultation/package with ABI before.

Resource & Time Investment

Timeline: Custom (Diagnostic: 8 Weeks)

Interventions: Custom

Ongoing Tech: Custom

Phase 00

Phase 01

Phase 02

Implementation & Data Foundation

Weeks 1-4

// Objective

Connect ERP and Accounting data to establish a baseline for “Actual” costs.

// Action Steps

Identify key data and establish connectivity and data intake pipelines for them

// Linked Models

E5) System Integration & “Single Source of Truth”

// Key Deliverable

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

Diagnostic Foundation

Weeks 5-8

// Objective

Standardize data and set up dashboard with baseline costs and margins.

// Action Steps

Cleanse data to ensure data is workable and concise
Set up dashboard for client visibility and utilization
Establish baseline costs and margins

// Linked Models

R1) Sales Performance & Forecasting E1) Cost Structure Model

// Key Deliverable

Preliminary Centralized Dashboard and Initial Company Status Report discussing key performance indicators (KPIs).

Custom Selected Models and Focuses

Custom

// Objective

Carry out selected models and focuses to cater to client’s needs.

// Action Steps

Selected models and focuses are prioritized into the most efficient timeline
Analyses are conducted respective to the determined timeline
Custom software requests are designed, architected, and delivered

// Linked Models

Revenue Engine Models Expense Engine Models

// Key Deliverable

All focuses and analyses provided in report format. Custom software buildouts delivered to fit requested specifications.