Technical Audit

Paid Diagnostic Engagement for Live SAP B1 Systems

This is not a free consultation disguised as a sales pitch. It's a structured technical assessment that identifies what's broken, prioritizes fixes by business impact, and gives you a realistic roadmap with cost and timeline estimates for recommended work.

If your system is failing to deliver accurate financials, reliable workflows, or trustworthy reports, a diagnostic audit finds out why—before we talk about fixing anything.

What We Evaluate

System Configuration

Chart of accounts structure and allocation rules
Approval workflows and authorization matrices
User-defined fields and custom forms
Posting logic and period-end close procedures

Data Integrity

Master data completeness and consistency (items, customers, vendors, BOM)
Transaction coding accuracy and missing references
Reconciliation between modules (AR/AP/GL, inventory/costing)
Historical data quality from migrations or imports

Integration Health

External system sync reliability (eCommerce, WMS, CRM, manufacturing)
API usage patterns and error handling
Data transformation logic and validation rules
Interface monitoring and alerting gaps

Reporting Accuracy

Financial statement reconciliation vs. operational reality
Crystal Reports logic review for critical executive reports
SQL query performance and data source integrity
Dashboard accuracy and timeliness

Workflow Efficiency

Process bottlenecks and manual workarounds
Automation opportunities (high-ROI candidates first)
Exception handling and escalation procedures
User adoption barriers and training gaps

Performance Bottlenecks

SQL Server indexing and query optimization
Large transaction processing (posting speed, month-end close duration)
Report generation time for executive dashboards
Database growth management and archiving strategy

Process: 3-5 Day Remote Assessment

Day 1-2: Discovery

Stakeholder interviews (finance, operations, IT) to understand presenting problems
System access and initial configuration review
Error log analysis and user pain point documentation

Day 3-4: Technical Analysis

SQL database profiling and data quality checks
Integration testing and sync validation
Crystal Reports and custom query review
Workflow mapping against business requirements

Day 5: Synthesis

Findings synthesis and prioritization
Cost/timeline estimation for recommended fixes
Delivery planning and risk assessment

Deliverables

Written Assessment Report:

Executive summary: top 3-5 issues ranked by business impact
Technical findings: root causes, not just symptoms
Immediate wins: quick fixes that deliver measurable value (1-2 weeks)
Long-term improvements: strategic changes for sustained reliability (2-6 months)

Prioritized Fix Roadmap:

Sequenced project list with dependencies
Cost estimates for each initiative
Timeline projections (realistic, not sales-optimistic)
Risk assessment for implementation

SQL Scripts & Documentation:

Data integrity queries you can run monthly
Reconciliation checks for ongoing monitoring
Performance diagnostic scripts

Follow-Up Session:

90-minute review call to walk through findings
Q&A on recommendations and implementation approach
Discussion of engagement options if you want us to execute fixes

Investment

Standard Audit: $4,500 - $6,500

3-5 day remote assessment
Includes all deliverables listed above
One follow-up review session

Extended Audit (for complex environments): $8,000 - $12,000

7-10 day assessment for multi-company, multi-currency, or heavily customized systems
Deeper integration analysis
Performance baseline testing under load
Two follow-up sessions

Pricing depends on system size, number of integrations, and scope of customizations. Quoted after initial scoping call.

What Happens Next

Scoping Call (30 minutes): Understand your specific pain points and system complexity
Audit Scheduling: Typically 1-2 weeks out for coordination with your team
Assessment Execution: Remote access for 3-5 days, minimal disruption to operations
Report Delivery: Written findings within 5 business days of assessment completion
Review & Decision: Walk through recommendations, decide what to fix and when

This is diagnostic work. You're under no obligation to hire us for implementation. Some clients take our roadmap and execute internally. Others want us to handle the hard stuff. Both are fine.