Identify
Where there is value to create.
Value creation, data, analytics, AI, infrastructure
A consultancy will preach.
We actually build.
Most of the businesses we work with have one capable data person doing the job of four, and a management team that has not yet noticed the difference.
We refresh the infrastructure that person has taped together, document it properly, create value with the insights derived, and then leave.
Start with a question See what we buildWhat we build
We build four things.
They run in roughly this order, because the later three depend on the first. Plenty of businesses only ever need the joined data, and we would rather say so than sell four engagements where one was warranted.
Our approach
Identify, build, then get out of the way.
Build
The tools and methods to capture it.
Offboard
To your own trusted staff.
Support
If you want it. Entirely up to you.
Customer to bank / connected end to end
Where the record breaks.
Almost every reporting problem we are called about turns out to be a handoff problem somewhere along this chain, between the customer agreeing to buy and the money landing in the bank reconciled. Each stage below is one of those handoffs, and what is usually recoverable there.
- 01
Customer need
Customer, product and commercial context captured together before any work starts.
Structured demand with a named owner - 02
Price and quote
Customer terms, landed cost, margin rules and approval thresholds applied at the point of quoting.
A quote you can defend, and an approval trail - 03
Onboard
The right information collected and checks completed once, so the account opens without rework.
A customer record ready to trade against - 04
Documents
Contracts, orders and invoices generated from the same data and routed to the right people.
One controlled document trail - 05
Deliver and bill
What was promised, what was delivered and what was invoiced matched against each other.
Billing exceptions visible early - 06
Reconcile
Receipts matched to invoices and bank statements, isolating only the items needing a human.
Cash reconciled to the bank, and a short action queue - 07
Settle and report
Settlement, close actions and reporting governed through one accountable process, ending at a reconciled bank position.
A faster close nobody has to chase - 08
Learn and improve
Customer, margin and process evidence used to decide what to change next.
A next action, with the evidence behind it
We aim for speed and simplicity
Eight weeks, in two halves.
Establishing what is true.
Source mapping and identity resolution, ending with a written agreement on which figures the business treats as authoritative. Short, because the answer is usually already known by the people doing the work.
Building and handing over.
The build itself, tested against numbers you already accept, then documentation and a handover. We build the simplest thing that answers the question, because that is the version your team can still run a year from now.
Outpost Answers training
AI training for investment teams.
A separate programme, aimed at a different buyer: practical AI workflows for private equity, credit and advisory teams working on research, diligence and investment materials.
Explore trainingThe questions we actually get asked
The awkward ones, answered.
Something else on your mind? Ask us directly.