1–3 month assessment → 5–7 days
- Problem
- A wealth management platform had to evaluate operating integration across revenue, payroll, AP/AR, regulatory and GL workflows on every acquisition, and each pass took one to three months.
- Blueprint
- We mapped how integration assessment actually moved, designed the future-state workflow, then proved it with a working assessment platform used by the integration team on live deals.
- Result
- Assessment dropped to 5–7 days and advisory effort fell 40–60% per transaction, an estimated $500K–$1M+ annual efficiency gain, with better audit readiness.