Fixed-fee sprint · Sized to Day 100
One customer and supplier view, by Day 100.
The deal closed. The acquired company still runs its own customer, supplier and product records, and the counts don't reconcile with the parent. We align the masters on the deal clock, for a fixed fee.
01 / Why synergies stall
The synergies sit behind data that won't combine.
Integration milestones slip. Cross-selling waits because nobody can say which customers the two companies share. Procurement can't see total spend with a supplier that both sides buy from under different names. Day-100 targets pass, and Day 365 gets close.
On a buy-and-build platform this repeats with every add-on, so each one costs more to absorb than the last.
02 / What we do
Align the masters, then keep them aligned.
In scope
- Customer, supplier and product records from each entity, matched and resolved with agreed survivorship rules.
- Shared customers and suppliers identified, with parent-child hierarchies.
- The onboarding and change processes that keep the records aligned after we leave.
- A repeatable playbook for the next add-on.
Out of scope
ERP consolidation itself, and platform selection before we know whether you need one.
03 / How it runs
Three steps, timed to your deal dates.
Diagnostic · 2 to 4 weeks · Fixed fee
Entity counts, overlaps and the processes that create records, on both sides.
Sprint · Sized to your deal dates · Fixed fee or milestones
Matching, survivorship, hierarchies and the integration to the systems that need one view.
Run
Stewardship and data quality operations, by your team or a managed pod.
04 / What you get
One view, and the rules to keep it.
- One cross-entity customer and supplier view.
- An overlap report the CFO can use (shared customers, shared suppliers, spend by parent).
- Survivorship and matching rules your team owns.
- An add-on playbook.
Who runs it.
Senior practitioners who have run customer and supplier master programs across many ERPs, including a global customer and supplier master integrated with SAP, Salesforce and about 20 ERPs. We work beside your deal advisors, not instead of them.
Questions
Our value creation advisor is already on the integration.
Good. Ask which workstream owns customer and supplier data. We can support that workstream as the master data specialist.
Do we need an MDM platform for this?
Not always. We diagnose first. Some integrations need a platform; many need matching rules, a process change and a governed list.
What happens at the next acquisition?
You keep the rules and the playbook, so the next add-on starts from a known method instead of a blank page.
When is your Day 100?
Tell us the deal date and the systems. We'll tell you what fits before it.