Holmes Systems

A clear data roadmap in two weeks.

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 Call

What the audit answers

01

Where data lives

A source inventory spanning ERP, CRM, field, job-costing, files, and databases.

02

What is breaking

Manual handoffs, duplicate logic, missing ownership, quality failures, and reporting bottlenecks.

03

What Fabric changes

A grounded view of which use cases are a fit for Fabric and which do not require it.

04

What to do first

A phased implementation plan with dependencies, risks, and practical next steps.

Designed around your actual stack

The point is not to replace every operational system. It is to make the data they produce reliable, connected, and usable in one place.

FabricPower BIERPCRMJob costingHistorianSQL ServerSpreadsheetsSFTP exports

Engagement

Two weeks, fixed scope

  1. 01

    Kickoff and source-system questionnaire to focus the assessment before the first working session.

  2. 02

    Stakeholder interviews and technical review of data flows, reporting needs, access, and constraints.

  3. 03

    Readout with the architecture, roadmap, and a recommendation you can take to leadership or implement internally.

Common questions

What does the audit cost?+

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.

Will you recommend Fabric no matter what?+

No. The audit is useful only if it produces an honest platform recommendation. For some reporting problems, a simpler change is the correct answer.

Available for New Projects

Start With a Data Readiness Call

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.

Book a Readiness Call

Send a few details and we'll reply within 2 business days.

No commitment required. Response within 2 business days.