Packages

Provide a general summary of the services you provide, highlighting key features and benefits for potential clients.

Core Diagnostic (2–3 weeks)

Best for: Rapid clarity before vendor conversations or internal planning.

Decision Readiness Diagnostic (3–5 weeks)

Best for: ERP/TMS/bank connectivity decisions in the next 3–12 months.

Best for: Complex environments (multi-entity, multi-bank, multiple ERPs, high controls requirements)

Full Treasury Systems Diagnostic (4–6+ weeks)

What we typically request

• Bank account structure overview + e-banking channels

• Treasury systems overview (ERP/TMS, interfaces, reporting)

• Current cash visibility / forecasting files (examples)

• Policies (payments, approvals, FX, controls)

• Stakeholder list (finance, IT, shared services)

Frequently asked questions

Q: Do you implement the solution?

A: We can support implementation as a separately scoped add-on. The diagnostic is designed to keep decisions vendor-neutral and avoid bias.

Q: Is this a retainer service?
A: No. The diagnostic is fixed-scope and outcome-driven. Retainer support is optional and only if you request it.

Q: Can you work with our existing vendors?
A: Yes. The diagnostic remains independent; vendor input can be included as needed.

Q: What does “vendor-neutral” mean in practice?
A: Options are compared based on feasibility, risk, sequencing, and cost drivers — not vendor preference.

How can I contact you?

You can reach us by [phone number/email address/contact form link]. We are always happy to answer your questions.

Want the right package for your timeline?

Request a diagnostic and we’ll confirm scope, stakeholders, and timeline within 24–48 hours.