SERVICES
Four service lines.
AI embedded as standard.
SPX delivers four service lines, with AI embedded as a standard component of every engagement. Each line has a defined-scope diagnostic entry point that produces a roadmap and a natural path into the work it identifies. Engagement types within a line aren’t mutually exclusive — most projects combine two or more into a single scope, and we deliver in phases so scope stays predictable.
01
Technology Implementation
We cover the full deployment, optimization, and integration of the platforms a business runs on. The deliverable is always a functioning, configured system — adopted by users, integrated with adjacent platforms, and where applicable, activated with the AI already in your license. We deliver across five platform categories: CRM (Salesforce, HubSpot); ERP & Accounting (NetSuite, Oracle, Microsoft Dynamics 365, Rillet); Business Intelligence (Tableau, Power BI, Looker); Procure-to-Pay & AP Automation (Zip, Stampli, BILL, Tipalti, Coupa); and Data Infrastructure (Databricks, Snowflake, Azure Data Factory).
✦ Diagnostic entry point: Requirements Gathering & Solution Design (2-6 weeks)
Engagement Types
This is best for companies standing up, replacing, or fixing a business-critical system — and you want it adopted and AI-activated, not just installed.
| Requirements Gathering & Solution Design. Define what you need before any configuration begins — stakeholder interviews, current-workflow documentation, future-state mapping, and a Solution Design Document that governs the build. The diagnostic entry point for this line. | New Platform Implementation. Full deployment from system selection through go-live: configuration, data migration, integration, training, and post-go-live stabilization. AI activation included as standard. Our flagship engagement type. |
| AI Configuration & Activation. Switch on and configure the AI already in your license — Einstein, Copilot, NetSuite AI — tuned to your data and workflows, with 90-day adoption monitoring. | ERP & CRM Migration. Move from one platform to another — QuickBooks to NetSuite, a legacy CRM to Salesforce — with data integrity and change management as the primary focus. |
| Business Intelligence & Analytics Implementation. Connect your data sources and deploy dashboards that give leadership real-time visibility into financial and operational performance. | Data Infrastructure & Warehouse Implementation. Design and deploy the pipelines, warehouse, and governance that make AI and analytics work at scale. |
| System Integration. Connect your primary platform to adjacent systems — HRIS, billing, e-commerce, marketing automation, support, and data warehouses. |
02
Business Process Optimization
Here the deliverable is a changed operating model, a redesigned process, or a measurable business outcome. Technology may be involved, but it isn’t the starting point — the starting point is a result you’re not achieving: a close that takes too long, a forecast that keeps missing, a cost ratio that’s wrong, a PE sponsor demanding EBITDA expansion. AI shows up here as both a diagnostic lens and an automation capability. Success is measured over time, in business results.
✦ Diagnostic entry point: Current State Assessment & Benchmarking (2-6 weeks)
Engagement Types
This is best for PE-backed and founder-led company with an operational or financial outcome they need to move — fast, and with the result holding after we leave.
| Current State Assessment & Benchmarking. Map how you operate today and benchmark performance against industry KPIs, with a scorecard, gap analysis, and prioritized roadmap. The diagnostic entry point for this line. | AI Readiness Assessment. Evaluate where AI creates the most value across five dimensions and what it takes to get there — with a sequenced roadmap and ROI estimates per opportunity. |
| AI Process Automation Implementation. Redesign the process first, then deploy the automation — AP/AR, financial close acceleration, pipeline intelligence, customer service, HR operations, or M&A due-diligence review. | Operating Model Design. Turn a quantified gap analysis into a future-state blueprint: structure, process, technology, and performance measurement. |
| Finance Function Transformation. Redesign the finance operating model around close compression, board-reporting quality, and exit readiness — a common PE value-creation lever. | Revenue Operations Transformation. Rebuild the revenue engine: sales process, pipeline discipline, forecasting, territory and quota structure, and CRM adoption. |
| Change Management & Adoption. Close the gap when the system works but the transformation didn’t — diagnose the adoption problem and execute the program to fix it. |
03
M& A Post-Close Integration
Triggered by a transaction and governed by the value-creation clock. The decisions made and work completed in the first 90 days after close determine whether an acquisition creates or destroys value. We lead the Integration Management Office, run the cross-functional workstreams, and make the combined entity operationally viable, financially visible, and commercially ready. AI tools compress timelines and improve data quality throughout.
✦ Diagnostic entry point: Integration Readiness Assessment (2-4 weeks)
Engagement Types
This is best for acquirers and PE sponsors who need the first 90 days run by an operator, not improvised by an already-stretched management team.
| Integration Readiness Assessment. A pre-close diagnostic across all eight integration workstreams, producing a RAG dashboard, risk register, and a 90-day workplan ready to execute at close. The diagnostic entry point for this line. | Day 1 Readiness Execution. Everything required for a stress-free Day 1 — organizational design, interim business processes, HRIS/payroll/benefits migration, and Day 1 change management, run from a single IMO. |
| Comprehensive Post-Close Integration Execution. The full integration from Day 1 through the 90-day milestone across operational and go-to-market functions, with weekly RAG reporting to the sponsor and management team. Our flagship engagement type. | Post-Merger Business Systems Migration & Consolidation. Merge duplicate instances of the same platform — two Salesforce orgs, two NetSuite instances — into one unified environment. |
| Post-Merger Business Systems Integration. Connect and consolidate the acquired company’s stack into the acquirer’s environment so the combined organization operates as one. | AI-Assisted Buy-Side Due Diligence Support. Use contract-intelligence tools to compress weeks of manual document review into days, with a structured risk summary for counsel and the sponsor. |
| Synergy Tracking & Realization. Establish the synergy baseline, build the tracking framework, and report monthly against the deal thesis for the sponsor board. |
04
Divestiture Management
Triggered by a decision to sell a business unit, subsidiary, or asset — from that decision through standalone readiness. We manage the separation workplan, track against the close timeline, and ensure the carved-out entity is operationally viable on Day 1. AI accelerates data-room preparation and document classification.
✦ Diagnostic entry point: Divestiture Readiness Assessment (2-6 weeks)
Engagement Types
This is best for sellers and PE sponsors managing an exit who need the carved-out entity genuinely ready to stand alone, not just papered to close.
| Divestiture Readiness Assessment. Identify what must be separated, what TSAs will be required and at what cost, and what the standalone operating plan looks like — with a separation complexity assessment and data-room gap analysis. The diagnostic entry point for this line. | Divestiture Strategy Development. Sequence the separation and define the path to a clean, marketable, standalone entity. |
| Financial Carve-Out Execution. Construct the divested entity’s financial statements, including documented and justified allocation methodologies. | Sell-Side Management Presentation Development. B Build the management presentation used to market the business to potential acquirers, including projections and carve-out results. |
| Operational Disentanglement Planning & Execution. Separate the entity across systems, finance, HR, contracts, facilities, and regulatory obligations — viable on Day 1. Our flagship engagement type. | Sell-Side Data Room Preparation. Organize, classify, and complete the data room against standard buyer diligence requirements — in days, not weeks. |
| TSA Design & Stand-Up. Design the Transition Service Agreements and stand up the infrastructure the carved-out entity needs to replace them within the TSA exit timeline. | Standalone Readiness Validation. Confirm independent operation on Day 1 across every function, with a formal readiness sign-off for management and the sponsor. |