Simplified Data Solutions

Services · Step 01

Discovery, Strategic Plan, and Roadmap

A focused engagement that gives you a clear picture of where your data stands and a prioritized plan for what to do about it — before you commit to anything larger.

Team working through a strategic planning session

What's included

  • Current-state data infrastructure audit across your ERP, MES, CRM, and other core systems
  • Identification of your top 3–5 highest-ROI data and analytics opportunities, with rough effort and return estimates
  • Data quality and governance assessment: what you have, what you're missing, what's unreliable
  • AI readiness baseline — where you stand relative to the foundation AI actually requires
  • A prioritized 12–18 month roadmap with sequencing logic your leadership team can act on
  • Executive presentation and working session to align leadership on the plan

Engagement details

Timeline
4–6 weeks
Primary deliverable
Prioritized roadmap + executive presentation
Best for
Manufacturers who want clarity before committing to implementation
Next step after
Data Transformation engagement — or independent execution

Ready to start?

Most Discovery, Strategic Plan, and Roadmap engagements start with a 20-minute conversation to confirm fit and scope. Let's have that conversation.

Schedule a Conversation

Who this is for

You're running a $50M–$500M manufacturing operation. You've invested in systems — an ERP, probably a MES, maybe a BI tool — but you don't have a clear picture of how they fit together or which ones are actually giving you reliable data.

Your leadership team is making decisions that feel more like judgment calls than data-driven conclusions. You know there's value in the data you have. You're not sure how to get at it, or what the right sequence of investments is.

The Discovery, Strategic Plan, and Roadmap engagement gives you a clear answer: here's where you are, here's where the highest-value opportunities are, and here's the sequence that makes the most sense given your people, your systems, and your strategic priorities.

The deliverable is yours whether you work with SDS on implementation or not. That's intentional. A roadmap you can act on independently is more valuable than one that creates dependence.