Automated Data Integration Audit (ADI)

The Datasabai Automated Data Integration (ADI) Audit is the essential first step for companies that want to eliminate inefficiencies, reduce errors, and accelerate financial operations — but need clarity on where to start and what the return will be.

The Datasabai Automated Data Integration (ADI) Audit is the essential first step for companies that want to eliminate inefficiencies, reduce errors, and accelerate financial operations.

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Data Accuracy

Secure ROI

Business Compliance

Data Accuracy

Secure ROI

Business Compliance

Data Accuracy

Secure ROI

Business Compliance

Pitfalls

Common Pitfalls in Automation And How to Avoid Them

Automation should make life easier

— not create new headaches.

Automation should make life easier

— not create new headaches.

Automation should make life easier

— not create new headaches.

Underestimating Time & Cost

Automation looks simple on paper, but hidden costs and time commitments often surface too late.

Our Fix

We provide a full ROI and resource estimate up front, no surprises

Underestimating Time & Cost

Automation looks simple on paper, but hidden costs and time commitments often surface too late.

Our Fix

We provide a full ROI and resource estimate up front, no surprises

Underestimating Time & Cost

Automation looks simple on paper, but hidden costs and time commitments often surface too late.

Our Fix

We provide a full ROI and resource estimate up front, no surprises

Forgetting the Big Picture

You automate one flow, but it doesn’t scale or fit how your business operates

Our Fix

We map your processes end-to-end to ensure alignment with long-term strategy

Forgetting the Big Picture

You automate one flow, but it doesn’t scale or fit how your business operates

Our Fix

We map your processes end-to-end to ensure alignment with long-term strategy

Forgetting the Big Picture

You automate one flow, but it doesn’t scale or fit how your business operates

Our Fix

We map your processes end-to-end to ensure alignment with long-term strategy

Overlooking Compliance

Legal and regulatory gaps can lead to delays, fines, or worse

Our Fix

Our solutions are audit-ready, with compliance checks baked into every flow

Overlooking Compliance

Legal and regulatory gaps can lead to delays, fines, or worse

Our Fix

Our solutions are audit-ready, with compliance checks baked into every flow

Overlooking Compliance

Legal and regulatory gaps can lead to delays, fines, or worse

Our Fix

Our solutions are audit-ready, with compliance checks baked into every flow

Stuck with a Rigid System

Your system works now, but can't handle quickly new partners, formats, or markets

Our Fix

Datasabai’s flexible platform grows with you across formats, partners, and specificities

Stuck with a Rigid System

Your system works now, but can't handle quickly new partners, formats, or markets

Our Fix

Datasabai’s flexible platform grows with you across formats, partners, and specificities

Stuck with a Rigid System

Your system works now, but can't handle quickly new partners, formats, or markets

Our Fix

Datasabai’s flexible platform grows with you across formats, partners, and specificities

Disrupting Daily Workflows

Poorly planned automation breaks more than it fixes, confusing teams and hurting performance

Our Fix

We prioritize real user experience, adapting tech to fit your workflows, not the other way around

Disrupting Daily Workflows

Poorly planned automation breaks more than it fixes, confusing teams and hurting performance

Our Fix

We prioritize real user experience, adapting tech to fit your workflows, not the other way around

Disrupting Daily Workflows

Poorly planned automation breaks more than it fixes, confusing teams and hurting performance

Our Fix

We prioritize real user experience, adapting tech to fit your workflows, not the other way around

Creating Data Silos

Departments go solo and build disconnected tools, leading to poor visibility and wasted effort

Our Fix

We centralize document flows across teams to ensure collaboration, control, and clarity

Creating Data Silos

Departments go solo and build disconnected tools, leading to poor visibility and wasted effort

Our Fix

We centralize document flows across teams to ensure collaboration, control, and clarity

Creating Data Silos

Departments go solo and build disconnected tools, leading to poor visibility and wasted effort

Our Fix

We centralize document flows across teams to ensure collaboration, control, and clarity

The Datasabai Difference

With every project, we deliver automation that scales, complies, and works for your people, for your organization.

Challenge: Customer pushed its vendor to use traditional EDI with several options

SMV:

industry

Luxury

Audit

• Choosing between WebEDI for ease of use or full EDI for automation • No experience for EDI – limited IT capability

Selecting one approach could create silos or overwhelm teams

Datasabai’s Impact

Conducted a full business process audit to identify automation priorities

Delivered a benchmark and gap analysis to support stakeholder buy-in

Defined short- and long-term automation strategy aligned with business goals & ROI

Challenge: Customer pushed its vendor to use traditional EDI with several options

SMV:

industry

Luxury

Audit

• Choosing between WebEDI for ease of use or full EDI for automation • No experience for EDI – limited IT capability

Selecting one approach could create silos or overwhelm teams

Datasabai’s Impact

Conducted a full business process audit to identify automation priorities

Delivered a benchmark and gap analysis to support stakeholder buy-in

Defined short- and long-term automation strategy aligned with business goals & ROI

Challenge: Customer pushed its vendor to use traditional EDI with several options

SMV:

industry

Luxury

Audit

• Choosing between WebEDI for ease of use or full EDI for automation • No experience for EDI – limited IT capability

Selecting one approach could create silos or overwhelm teams

Datasabai’s Impact

Conducted a full business process audit to identify automation priorities

Delivered a benchmark and gap analysis to support stakeholder buy-in

Defined short- and long-term automation strategy aligned with business goals & ROI

“ We knew we needed automation but had no idea where to begin. Datasabai helped us define the right strategy — and gave us the numbers to back it up „

Aymeraude - Sales, SMV

What you will get

The ADI Audit delivers more than just a technical assessment — it gives your organization the strategic clarity and cross-functional alignment needed to unlock long-term automation success

Validate ROI Before You Commit

Understand where your manual processes are costing you most — and where automation will deliver the greatest savings

Validate ROI Before You Commit

Understand where your manual processes are costing you most — and where automation will deliver the greatest savings

Validate ROI Before You Commit

Understand where your manual processes are costing you most — and where automation will deliver the greatest savings

Get Visibility

Align Finance, IT, and Operations teams with a data-backed strategy for digital transformation

Get Visibility

Align Finance, IT, and Operations teams with a data-backed strategy for digital transformation

Get Visibility

Align Finance, IT, and Operations teams with a data-backed strategy for digital transformation

Build Your Business Case

Receive a complete scope and investment estimate you can bring to your leadership or board for approval

Build Your Business Case

Receive a complete scope and investment estimate you can bring to your leadership or board for approval

Build Your Business Case

Receive a complete scope and investment estimate you can bring to your leadership or board for approval

Feature

Key Deliverables

From discovery to roadmap — every step ensures your EDI transformation is accurate, secure, and ROI-driven

Business & Process Assessment

Deep dive into current document flows, business processes, pain points, and system readiness.

Customer

Supplier

Transport

PO#

Customer

Supplier

Transport

PO#

EDI

60%

40%

Technical Infrastructure Review

Evaluate ERP capacity, data exchange, and integration compatibility.

Solution Design & Proposal

Present tailored EDI/ADI architecture with workflows and partner onboarding strategy.

Project Roadmap & Planning

Define testing, compliance, resources, and a phased implementation timeline.

Action Plan & Reporting

Deliver a clear set of recommendations, next steps, and measurable outcomes.

Business & Process Assessment

Deep dive into current document flows, business processes, pain points, and system readiness.

Technical Infrastructure Review

Evaluate ERP capacity, data exchange, and integration compatibility.

Action Plan & Reporting

Deliver a clear set of recommendations, next steps, and measurable outcomes.

Project Roadmap & Planning

Define testing, compliance, resources, and a phased implementation timeline.

Solution Design & Proposal

Present tailored EDI/ADI architecture with workflows and partner onboarding strategy.

How We Do

Implementation Process

Our ADI Audit is fast, structured, and designed to minimize disruption, so you get actionable insights without impacting your team

Discovery Workshop (1–2 sessions)

We engage your finance and IT teams to understand workflows, partner formats, and pain points

Data Collection & Baseline Study

We gather sample documents, current process metrics (volumes, FTE usage, cost per doc), and system landscape (ERP, middleware, manual tools)

ADI Opportunity Report

You receive a detailed report with: •Target areas for automation •Estimated ROI and payback period •Tech readiness evaluation •Scoping document for implementation

Executive Presentation (Optional)

Present the findings to leadership with support from Datasabai — including ROI visuals, timelines, and case comparisons

Discovery Workshop (1–2 sessions)

We engage your finance and IT teams to understand workflows, partner formats, and pain points

Data Collection & Baseline Study

We gather sample documents, current process metrics (volumes, FTE usage, cost per doc), and system landscape (ERP, middleware, manual tools)

ADI Opportunity Report

You receive a detailed report with: •Target areas for automation •Estimated ROI and payback period •Tech readiness evaluation •Scoping document for implementation

ADI Opportunity Report

You receive a detailed report with: •Target areas for automation •Estimated ROI and payback period •Tech readiness evaluation •Scoping document for implementation

Executive Presentation (Optional)

Present the findings to leadership with support from Datasabai — including ROI visuals, timelines, and case comparisons

Executive Presentation (Optional)

Present the findings to leadership with support from Datasabai — including ROI visuals, timelines, and case comparisons

Discovery Workshop (1–2 sessions)

We engage your finance and IT teams to understand workflows, partner formats, and pain points

Discovery Workshop (1–2 sessions)

We engage your finance and IT teams to understand workflows, partner formats, and pain points

Data Collection & Baseline Study

We gather sample documents, current process metrics (volumes, FTE usage, cost per doc), and system landscape (ERP, middleware, manual tools)

Data Collection & Baseline Study

We gather sample documents, current process metrics (volumes, FTE usage, cost per doc), and system landscape (ERP, middleware, manual tools)

ADI Opportunity Report

You receive a detailed report with: •Target areas for automation •Estimated ROI and payback period •Tech readiness evaluation •Scoping document for implementation

ADI Opportunity Report

You receive a detailed report with: •Target areas for automation •Estimated ROI and payback period •Tech readiness evaluation •Scoping document for implementation

Executive Presentation (Optional)

Present the findings to leadership with support from Datasabai — including ROI visuals, timelines, and case comparisons

Executive Presentation (Optional)

Present the findings to leadership with support from Datasabai — including ROI visuals, timelines, and case comparisons

Why Datasabai for Your Strategy Consulting Needs?

How Datasabai Enhances Your Automated Data Integration Strategy

We don’t just audit your data flows — we partner with you to build a smarter, faster, more connected business. Here's what makes our approach unique

How Datasabai Enhances Your Automated Data Integration Strategy

We don’t just audit your data flows — we partner with you to build a smarter, faster, more connected business. Here's what makes our approach unique

How Datasabai Enhances Your Automated Data Integration Strategy

We don’t just audit your data flows — we partner with you to build a smarter, faster, more connected business. Here's what makes our approach unique

Proven Methodology for Operational Excellence

• Automation looks simple on paper — but hidden costs and time commitments often surface too late.

• Your Success Is Ours: We act like your business is our own — because trust, results, and long-term relationships matter more than transactions.

Proven Methodology for Operational Excellence

• Automation looks simple on paper — but hidden costs and time commitments often surface too late.

• Your Success Is Ours: We act like your business is our own — because trust, results, and long-term relationships matter more than transactions.

Proven Methodology for Operational Excellence

• Automation looks simple on paper — but hidden costs and time commitments often surface too late.

• Your Success Is Ours: We act like your business is our own — because trust, results, and long-term relationships matter more than transactions.

Continuous Improvement (Kaizen)

• No Manual Repeats: If it’s done twice, we automate it. That mindset powers every solution we design — saving you time and effort from day one.

• Always Advancing: We bring momentum to your transformation with ongoing tweaks, upgrades, and enhancements — keeping you one step ahead.

Continuous Improvement (Kaizen)

• No Manual Repeats: If it’s done twice, we automate it. That mindset powers every solution we design — saving you time and effort from day one.

• Always Advancing: We bring momentum to your transformation with ongoing tweaks, upgrades, and enhancements — keeping you one step ahead.

Continuous Improvement (Kaizen)

• No Manual Repeats: If it’s done twice, we automate it. That mindset powers every solution we design — saving you time and effort from day one.

• Always Advancing: We bring momentum to your transformation with ongoing tweaks, upgrades, and enhancements — keeping you one step ahead.

Empowering People Through Technology

• Human-Centric by Design - Your teams are the heart of every project. We tailor each solution to simplify their experience and eliminate daily frustration.

• Technology That Supports, Not Complicates - Our mission: make automation feel intuitive, helpful, and empowering — not overwhelming.

Empowering People Through Technology

• Human-Centric by Design - Your teams are the heart of every project. We tailor each solution to simplify their experience and eliminate daily frustration.

• Technology That Supports, Not Complicates - Our mission: make automation feel intuitive, helpful, and empowering — not overwhelming.

Empowering People Through Technology

• Human-Centric by Design - Your teams are the heart of every project. We tailor each solution to simplify their experience and eliminate daily frustration.

• Technology That Supports, Not Complicates - Our mission: make automation feel intuitive, helpful, and empowering — not overwhelming.

Simplicity That Drives Results

• Data-Driven Decisions: Every recommendation is backed by real numbers — not assumptions — so your leadership can move forward with confidence.

• Clarity from Day One: Roles, timelines, KPIs — we make sure everything is visible, actionable, and aligned, from kickoff to go-live.

Simplicity That Drives Results

• Data-Driven Decisions: Every recommendation is backed by real numbers — not assumptions — so your leadership can move forward with confidence.

• Clarity from Day One: Roles, timelines, KPIs — we make sure everything is visible, actionable, and aligned, from kickoff to go-live.

Simplicity That Drives Results

• Data-Driven Decisions: Every recommendation is backed by real numbers — not assumptions — so your leadership can move forward with confidence.

• Clarity from Day One: Roles, timelines, KPIs — we make sure everything is visible, actionable, and aligned, from kickoff to go-live.

Questions

FAQs

What is an ADI audit and why is it important for my business?

Which processes and data flows are typically assessed during an ADI audit?

How does an ADI audit help with compliance and regulatory requirements?

Will the audit identify gaps in my current ERP, EDI, or financial systems?

How long does an ADI audit take, and what resources from my team are required?

What kind of deliverables or reports will I receive after the audit?

How does an ADI audit help calculate potential ROI from automation?

Is the ADI audit a standalone service, or can it directly lead into a full implementation project?