Audit & Data Analysis

The first step towards the development of a digital transformation roadmap consists in a thorough assessment of our client’s operation with, of course, a special focus on their software architecture.

The objective is to establish the supply chain’s current state and performance levels, and to reveal functional gaps.

To only assess our clients’ technological infrastructure would not do. It is essential to the success of a company’s digital transformation that the implemented technology solutions are aligned with their business model, strategic vision, and overall infrastructure. Our audits therefore involve site visits and interviews with operators and stakeholders.

Consequently, LIDD’s audits assess:

  • End-to-end supply chain infrastructure, physical and technological
  • Performance levels, historical and current
  • Operational model, processes, and functional gaps
  • Inhouse talents and available resources for the management of new technology solutions
  • Performance goals and business objectives

While diagnostic tools are available that enable a company to produce detailed surveys of its operation, none can provide studies as fine-grained as those produced by our analysts. LIDD leverages dedicated software and proprietary algorithms to achieve unparalleled results.

Our analysts leverage millions of lines of your data to map out each system used to support your operations. They establish the business functions each system fulfills and the decisions they make. They identify the master data held by each system and assess the levels of integration across your systems.

During this part of the process, our experts also interview our client’s leadership and operations managers. During these meetings, LIDD experts gather further information on the client’s operating model and the difficulties that affect the day-to-day management of their operation.

All this allows LIDD’s analysts to uncover our clients’ functional gaps and performance issues.

diagram of functions listed in WMS, ERP, BI, CRM and HR

Gap Assessments & Avaliable Solutions

During this part of the process, our experts evaluate the impact of identified pain points and functional gaps on our client’s operation against industry benchmarks, standards, and best practices.

The objective is to bring into relief the causes behind the operational issues and to quantify their impact on our client’s operation so that solutions may be identified that truly redress the situation, improve productivity, drive growth, and maximize ROI.

Our analysts and engineers identify solutions that are possible within the existing infrastructure, such as: systems integration, better master data management, unlocking functionalities within legacy systems, etc. They also list technology solutions that, once implemented, have the required capabilities to relieve pain points and help our clients achieve their business objectives and realize their vision.

Alternatives are evaluated in terms of:

  • Technological complexity
  • Ease of implementation and operability
  • Speed to market
  • Capital expenditure and operational expenditure considerations
  • Scalability

Recommendations & Future State Outlines

At this point of the process, LIDD presents stakeholders with the outlines of various options for the digital transformation of their operation.

Our technology experts make general recommendations for software systems (ERP, MES, WMS, etc.) and other key business applications that bridge current gaps and promise to optimize the company’s performance.

For each recommended system, LIDD’s experts explain their:

  • Functional role
  • Core processes
  • Performance benchmarks
  • Data architecture

To help our client better understand their options, the solutions are explained and compared in terms of:

  • “No Regrets” Solutions
    • Clear and immediate benefits
    • Reasonable expenditure relative to current financial situation
    • The client’s existing software architecture is sufficient or can easily be adapted to make the solution’s implementation possible
    • The solution’s implementation must be prioritized
  • “High Risk, High Reward” Solutions
    • The potential for significant benefits is obvious, but these benefits may be difficult to quantify precisely and the solution’s success requires a high initial expenditure
    • First Movers will assuredly gain a competitive advantage from implementing the technology
    • Cost of implementation, including expenses for necessary improvements to the current infrastructure, should make stakeholders think twice
    • If not included in the final digital transformation roadmap, we will recommend that future states be preferred that make the solution’s implementation possible at a later time – the roadmap will then include milestones and thresholds indicating the right moment for its implementation
  • Solutions “On the Horizon”
    • Return on value is not clear
    • Immediate or short-term implementation is either impossible to achieve – because of current infrastructure – or cost prohibitive
    • Unlikely to provide First Movers with a major competitive advantage
    • Once more data is available on the solution’s value in the industry, companies will be in a better position to decide whether it is worth implementing or not

Digital Transformation Roadmap

LIDD finally recommends specific technology solutions adapted to the client’s operation. In a detailed roadmap, our experts establish the path forward to successfully achieve their digital transformation.

The digital transformation roadmap identifies the solutions that are most likely to solve current issues, optimize our client’s operation, redress productivity levels, drive and sustain growth over the next 7 to 12 years, and maximize ROI.

The roadmap also specifies:

  • Estimated total costs of the solutions’ implementation, including:
    • Software & hardware expenditures
    • Professional services required for the implementation
    • Annual maintenance costs
  • A calendar that establishes the implementation’s timeline, including triggers based on revenue, order complexity, user count, etc.
  • Forecasted and quantified effects of newly implemented technology on productivity, efficiency, quality, scalability, etc.

The produced roadmap is accompanied by a report that spells out the key observations as well as a series of more general recommendations across the value chain.

These recommendations normally identify ‘no regrets’ short-term improvements in other dimensions of your business, as well as long-term investments that present a higher level of risk or that should be kept in mind for a later opportunity, depending on the operation’s future state.

Read Jean-Martin’s Bio

Jean-Martin Roux Senior Partner
Jean-Martin Roux Senior Partner

Jean-Martin has been a logistics applications and integration specialist since 2005 and helpclients throughout North America implement supply chain technology. He has worked with clients on all facets of their supply chain application park: Warehouse Management Systems (WMS), Transportation Management Systems (TMS), Manufacturing Execution Systems (MES) and Enterprise Resource Planning (ERP). Jean-Martin holds a bachelor’s degree in Industrial Engineering from ETS Montreal.


Read Angelika’s Bio

Angelika Sabourin Managing Director
Angelika Sabourin Managing Director

Angelika has more than 10 years of experience in integrating distribution technologies in supply chain operations, and has successfully managed numerous WMS Solochain implementation projects. She worked as an IT Director at one of the biggest Canadian publishing companies, and joined LIDD as a Director. Angelika holds a bachelor’s degree in Operations and Logistics Engineering and a DESS’s degree in Innovation Management from École de Technologie Supérieure de Montréal. 


Read Emilio’s Bio

Emilio Colangelo Director
Emilio Colangelo Director

Emilio Colangelo is a Director based in LIDD’s Montreal office and a leader in LIDD’s NetSuite and strategy practices. He is responsible for developing integrated supply chain strategies, managing client relationships, and overseeing the work of LIDD employees dedicated to NetSuite’s configuration, implementation, and integration.

Since joining LIDD in 2016, Emilio has worked with leading US & Canadian companies in the Food & Beverage, eCommerce, Publishing, Manufacturing and 3PL Logistics industries. His consulting experience spans a wide range of mandates including physical infrastructure design, supply chain software selection & implementation, and S&OP process design.

Emilio’s attention to detail and his multi-practice consulting background have repeatedly helped clients achieve meaningful operations transformations. His ability to build close relationships within client organizations from executive leadership to front-line management has been proven at multinationals and quickly growing start-ups. As a director, Emilio leverages his experience to engineer processes and develop fine-tuned NetSuite solutions to align clients’ operations with their vision.

Emilio holds a B.Eng. in Industrial Engineering from Concordia University. In addition to his experience at LIDD, Emilio worked at one of the world’s largest pharmaceutical companies and for a Big4 consulting firm.


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