Where data lives
A source inventory spanning ERP, CRM, field, job-costing, files, and databases.
Fabric Readiness Audit
A fixed-scope assessment for teams deciding whether to adopt Microsoft Fabric, repair their reporting layer, or finally connect the systems they already pay for.
The deliverable is yours to keep: source inventory, risk assessment, target architecture, and a prioritized implementation roadmap. No obligation to continue with Holmes Systems.
Book a Readiness CallScope
A source inventory spanning ERP, CRM, field, job-costing, files, and databases.
Manual handoffs, duplicate logic, missing ownership, quality failures, and reporting bottlenecks.
A grounded view of which use cases are a fit for Fabric and which do not require it.
A phased implementation plan with dependencies, risks, and practical next steps.
Connected systems
The point is not to replace every operational system. It is to make the data they produce reliable, connected, and usable in one place.
Engagement
Kickoff and source-system questionnaire to focus the assessment before the first working session.
Stakeholder interviews and technical review of data flows, reporting needs, access, and constraints.
Readout with the architecture, roadmap, and a recommendation you can take to leadership or implement internally.
FAQ
Pricing is set after a short readiness call because source count, access, and stakeholder availability determine the effort. The engagement is fixed scope and fixed fee before work begins.
No. The audit is useful only if it produces an honest platform recommendation. For some reporting problems, a simpler change is the correct answer.
Tell us where your data lives — QuickBooks, job-costing software, your property management platform, spreadsheets — and what reporting costs you in manual work today. If a full platform build isn't the right answer, we'll say so.
What to expect
30-minute call to walk through your current systems and reports
An honest read on whether you need a full platform, or something simpler
Scope and pricing for a 2-week fixed-fee data audit
Evening and weekend availability. No pressure, no retainer pitch.
Send a few details and we'll reply within 2 business days.