Advisory Services

Four engagement types. One promise: independent counsel.

Ownerstone Counsel operates through four distinct engagement types. Each is structured for a specific point in the SAP program lifecycle. Each carries the same foundational commitment: no SI referral fees, no vendor contracts, no filtered reports. All four engagements deploy the SAFER methodology and its 13-instrument toolkit. All four report directly to the Board or PE Operating Partner — never through the SI.

01

Risk & Capital Assurance

For Boards · Audit Committees · PE Operating Partners
Independent risk validation for programs where the Board or PE firm needs assurance that reported status matches operational reality — before capital exposure crystallizes into loss.
When to Engage

Pre-investment due diligence on portfolio company SAP programs. Post-close first-100-days independent assessment. Ongoing quarterly Board risk validation. Any moment when the Board needs assurance that the numbers being reported are the numbers that matter.

What We Deliver
  • Program Health Index (PHI) initial assessment within 30 days
  • Independent capital exposure model — capital preserved, write-off avoided, time-to-value quantification
  • Failure archetype identification against the 7 patterns
  • Board-ready findings document with specific recommendations
  • Monthly PHI trend reporting to Chair and Audit Committee
  • Independent validation of SI performance against contract commitments
How We Work

Fixed-scope engagement with defined deliverables. Reports directly to Board or Operating Partner — never to the SI or internal team. Confidential; findings shared only with those you designate.

Duration
30-90 days
Cadence
Point-in-time or quarterly
Reports To
Board / PE OP
What’s Included — 7 services

The services delivered inside a Risk & Capital Assurance engagement. Select any service for the challenge it addresses, what is delivered, and the commercial model.

GR-101
Architectural Due Diligence
SAP Activate: Discover  ·  Board of Directors & C-Suite
Fixed fee
The Challenge

Technical debt, abandoned migrations, and unresolved compliance gaps routinely hide in data rooms — invisible to financial diligence and catastrophically expensive post-close.

Business Value

Protects Purchase Multiple: Prevents overpayment for technical debt. Identifies post-close OpEx reduction. Delivers intelligence that directly improves deal economics.

Risk Eliminated

Eliminates the Black Box acquisition risk — where investors unknowingly acquire $20M–$80M in unbudgeted SAP remediation costs that destroy the investment thesis.

GR-102
S/4HANA Readiness & Assessment
SAP Activate: Discover / Prepare  ·  Board of Directors & C-Suite
Fixed fee
The Challenge

Companies that begin without a validated readiness assessment routinely trigger the costliest failure mode: a false start requiring mid-program re-platforming and 40%+ budget overruns.

Business Value

Capital Allocation Accuracy: Directs investment toward the most efficient migration path with a TCO model independent of SI commercial interests.

Risk Eliminated

Prevents False Starts: the most expensive SAP failure mode, triggered when organizations begin programs without validated readiness.

GR-103
Software License Negotiation
SAP Activate: Prepare  ·  Board of Directors & C-Suite
Fixed fee + success
The Challenge

Most organizations in the $750M–$9B revenue band overpay by 15–25% annually. Indirect Access enforcement actions have resulted in penalties exceeding $50M.

Business Value

Direct EBITDA Lift: Typically $500k–$3M annually in maintenance fee reduction plus protection from unquantified off-balance-sheet audit penalties.

Risk Eliminated

Mitigates Indirect Access claims and True-up liabilities that erode operating margins — a risk compounding every year without independent review.

GR-104
RFP Creation & SI Selection
SAP Activate: Prepare  ·  Board of Directors & C-Suite
Fixed fee
The Challenge

SIs deliberately understate cost to win the contract, then recover through change orders once competitive leverage is exhausted. This is structural, not accidental.

Business Value

Service Quality Assurance: Forces SIs to compete on technical merit. Creates contractual accountability that persists throughout the program.

Risk Eliminated

Eliminates the Land and Expand SI strategy — systematic scope omission at proposal stage, recovered through change orders a properly structured RFP makes indefensible.

GR-105
Validation of Project Controls
SAP Activate: Explore / Realize  ·  IT Directors, Program Managers
Retainer
The Challenge

Boards routinely receive status reports produced by the team being governed. When the SI's interest is to mask problems, transparency depends entirely on their willingness.

Business Value

Timeline Fidelity: Holds the business realization date fixed, protecting the integration timeline your Board committed to stakeholders.

Risk Eliminated

Eliminates Watermelon Status reporting — Green on the outside, Red on the inside — where slippage is concealed until recovery costs are catastrophic.

GR-106
Security Role Assessment
SAP Activate: Explore / Realize  ·  IT Directors, Program Managers
Fixed fee
The Challenge

GRC and SoD design is almost universally deferred. For publicly listed companies, the regulatory exposure ranges from a material weakness finding to sanction.

Business Value

Brand & Asset Protection: Prevents financial leakage through internal fraud and ensures full SOX compliance.

Risk Eliminated

Removes the risk of catastrophic audit failure, DCAA non-compliance in defense contracting, and FDA 21 CFR Part 11 violations in life sciences.

GR-107
End-to-End Testing & Go-Live Oversight
SAP Activate: Deploy  ·  IT Directors, Program Managers
Fixed fee
The Challenge

When go-live is driven by a deadline set 18 months earlier rather than verified readiness, the organization inherits the defect backlog the SI could not resolve.

Business Value

Operational Stability: Supply chain and financial systems work on Day 1, protecting market reputation, customer relationships, and revenue continuity.

Risk Eliminated

Eliminates Launch Fever, the documented tendency to go live with known critical defects. Revlon lost $64M. Hershey lost $100M+.

02

Transformation Rescue

For CEOs · CFOs · Executive Sponsors
Full SAFER methodology deployment when the program is in active distress — stalled, over budget, or approaching a go-live the leadership team cannot defend.
When to Engage

The program has slipped go-live twice or more. Change orders exceed 25% of original contract. Board confidence has been visibly lost. The SI is reporting green while the internal team knows red. Any point at which the leadership team believes the program will fail without independent intervention.

What We Deliver
  • SAFER Phase S: War Room activation within 48 hours, scope freeze, halt of change orders
  • SAFER Phase A: Root cause diagnostic against 14 categories, full PHI scoring, SI performance forensics
  • SAFER Phase F: Independent recovery roadmap, kill-switch gate register, Value Recovery Bridge
  • SAFER Phase E: Recovery execution oversight with Q-Gate Co-Sign framework
  • SAFER Phase R: Long-term governance handoff and independent PMO structure
  • Weekly recovery status directly to Executive Sponsor; monthly Board pack
How We Work

Multi-phase engagement structured around the SAFER framework. Ownerstone Counsel does not displace the SI — we validate independently, co-sign every phase gate, and report findings directly to the Board. When the right recommendation is to replace the SI, we will make that recommendation.

Duration
6-18 months
Cadence
Continuous
Reports To
Executive Sponsor + Board
What’s Included — 1 service

The service delivered inside a Transformation Rescue engagement. Select any service for the challenge it addresses, what is delivered, and the commercial model.

GB-103
Transformation Rescue
SAP Activate: Realize / Deploy  ·  Board of Directors & C-Suite
Fixed fee

Your program is over budget, behind schedule, and your organization has lost confidence in the SI. Every status report says green. Every steering committee meeting tells a different story.

What it protects

Capital Salvage: Recovers 60–80% of remaining program budget versus a full restart. Compresses the path to go-live and produces a recovery plan the Board can defend.

Risk eliminated

Removes the Sunk Cost trap — where organizations continue funding a broken architecture because stopping appears more expensive than continuing.

03

Business Value

For CFOs · CIOs · Business Line Presidents
Independent value realization advisory for programs post-go-live — converting an implemented SAP system into measurable, defensible business value.
When to Engage

The program went live but the business case is not materializing. Users are adopting workarounds. The reporting the system was supposed to enable is still being produced in Excel. Six to twenty-four months post-go-live — when the value promise is being tested against operational reality.

What We Deliver
  • Business Value Diagnostic against the original business case
  • Adoption Reality Assessment — measured vs assumed user adoption
  • Value Recovery Plan — specific initiatives to close the value gap
  • Governance framework to sustain value capture over 3-5 years
  • Quarterly value realization scorecard for the CFO and CEO
  • Independent verification of value claims made by the SI
How We Work

Diagnostic engagement followed by optional ongoing advisory. Focus is on business outcomes measured in dollars and operational metrics, not technical implementation.

Duration
60-120 days initial
Cadence
Diagnostic + optional quarterly
Reports To
CFO / CEO
What’s Included — 10 services

The services delivered inside a Business Value engagement. Select any service for the challenge it addresses, what is delivered, and the commercial model.

GB-101
Divestiture & Carve-Out Strategy
SAP Activate: Prepare / Explore  ·  Board of Directors & C-Suite
Fixed fee
The Challenge

Companies sign 12-month TSAs that extend to 36 and pay $2M–$8M/year to support an asset they no longer own — because SAP separation complexity was never independently designed.

Business Value

Maximized Exit Multiples: A demonstrably clean SAP footprint eliminates TSA costs that erode transaction proceeds by 15–30%.

Prevents the TSA Trap — where the parent remains legally tethered to a divested asset for years, creating ongoing cost and strategic distraction.

GB-102
Post-Merger Integration (PMI)
SAP Activate: Explore / Realize  ·  BU Leaders, CIO, CTO
Fixed fee
The Challenge

Every acquisition landing on a separate SAP instance adds $2M–$5M per year in redundant cost and delays synergy realization by 18–36 months.

Business Value

Accelerated Synergies: Drives consolidated reporting and process efficiency required to meet investor growth targets.

Mitigates fragmented data silos that prevent a consolidated view of customer, inventory, and cash: the most common reason M&A synergy targets are missed.

GB-104
EA Executive Coaching
SAP Activate: Prepare / Run  ·  Board of Directors & C-Suite
Retainer
The Challenge

The most consequential SAP decisions are made by executives who receive information exclusively from the team with the most to lose from transparency.

Business Value

Strategic Alignment: Lets leadership treat SAP as a value driver rather than a cost line. Improves decision quality at the moments when program trajectory is determined.

Mitigates the risk of C-Suite structural dependence on SI-filtered information at every critical decision point.

GB-105
Business Architecture Creation
SAP Activate: Explore  ·  BU Leaders, CIO, CTO
Fixed fee
The Challenge

Fit to Standard means your organization operates identically to every competitor on the same SAP template — a competitive liability for the capabilities that determine your margin.

Business Value

Competitive Differentiation: Keeps SAP configuration aligned to the unique business models that drive market share.

Prevents the Vanilla Trap — where SAP defaults strip away the operational differentiation that underpins your market position.

GB-106
Strategic Solution Roadmapping
SAP Activate: Prepare / Run  ·  BU Leaders, CIO, CTO
Fixed fee
The Challenge

Most organizations have a list of projects and deadlines imposed by external pressure, not a technology roadmap, which creates Islands of Automation.

Business Value

Predictable CapEx: Provides the Board a clear view of future technology funding requirements — converting IT investment from an unpredictable surprise into a plannable commitment.

Mitigates Islands of Automation — short-term fixes creating long-term integration bottlenecks that cost three times as much to unwind.

GB-107
Reporting & Analytic Architecture
SAP Activate: Explore / Realize  ·  BU Leaders, CIO, CTO
Fixed fee
The Challenge

In fewer than 20% of post-go-live programs reviewed is the analytics business case delivered. The data layer is always the first item cut when budgets compress.

Business Value

Information Advantage: Enables real-time visibility into EBITDA drivers and supply chain performance.

Removes the Garbage-In/Garbage-Out risk — where a compromised data architecture produces Board-level decisions built on inaccurate financial data.

GB-108
Business Process & Value Mapping
SAP Activate: Explore  ·  BU Leaders, CIO, CTO
Fixed fee
The Challenge

In most programs, no mechanism exists to answer how much of the financial return promised by the business case has actually been delivered.

Business Value

EBITDA Optimization: Every dollar of SAP customization traces to a measurable financial gain.

Mitigates Gold-Plating — accumulation of technical features that consume program budget without producing a corresponding P&L improvement.

GB-109
Business Capability Mapping
SAP Activate: Discover / Explore  ·  BU Leaders, CIO, CTO
Fixed fee
The Challenge

Attempting to innovate everything simultaneously ensures nothing is transformed effectively. Capital disperses, timelines extend, and the program delivers incremental improvement everywhere.

Business Value

Resource Optimization: Focuses limited capital on Differentiator capabilities driving margin and market share.

Eliminates the Boil the Ocean failure mode — where transformation programs attempt to redesign non-critical functions, spreading execution capacity too thin.

GB-110
AI & Innovation Readiness
SAP Activate: Prepare / Run  ·  BU Leaders, CIO, CTO
Fixed fee
The Challenge

Every major SAP SI is offering AI capabilities layered on S/4HANA. AI is only as reliable as the data it consumes, and most S/4HANA implementations are not data-ready.

Business Value

Future-Proofing: Positions the organization to adopt AI capabilities faster and more reliably than competitors with a validated data foundation.

Prevents AI on Dirty Data — where a compromised foundation produces outputs that are wrong with the same confidence as outputs that are right.

GB-111
Cloud Deployment Strategy
SAP Activate: Prepare  ·  BU Leaders, CIO, CTO
Fixed fee
The Challenge

RISE with SAP is not a cloud strategy. Organizations signing without independent TCO modeling discover the 5-year cost is 40–60% higher than the approved business case.

Business Value

OpEx Efficiency: Optimizes cloud investment while ensuring the system can scale — a financially defensible Cloud Right strategy.

Mitigates Cloud Bill Shock and data residency violations, which have created material financial and regulatory consequences for organizations that signed RISE without independent review.

04

Operational Integrity

For CIOs · General Counsel · Audit Committees
Structural governance and compliance advisory to ensure the SAP program can be defended — to auditors, to regulators, and to litigation if it arises.
When to Engage

Program approaching or in active dispute with SI. External audit findings on SAP-related controls. Regulatory inquiry into program governance. Any moment when the program’s decisions must be defensible in a proceeding beyond the Board room.

What We Deliver
  • SI Performance Forensics — evidence-based reconstruction of delivery against contract
  • Governance Documentation Audit — steering committee decisions, kill-gate records, change control
  • Independent expert witness testimony (when engaged pre-litigation)
  • Board-level defensibility memo for General Counsel and Audit Committee
  • Compliance framework alignment (SOX, GDPR, industry-specific)
  • Documented independent record for regulatory or litigation defense
How We Work

Sensitive engagement typically structured under attorney-client privilege via General Counsel or outside counsel. Deliverables are designed to be admissible and defensible in adversarial proceedings.

Duration
Varies by scope
Cadence
Engagement-specific
Reports To
General Counsel / Audit Committee
What’s Included — 7 services

The services delivered inside an Operational Integrity engagement. Select any service for the challenge it addresses, what is delivered, and the commercial model.

GO-101
Clean Core Governance
SAP Activate: Explore / Realize  ·  IT Directors, Program Managers
Retainer
Challenge

Without formal governance, the average implementation adds 300–600 custom objects within 18 months. Within three years, the system cannot be upgraded without a program-scale intervention.

Value

Agility & Lower TCO: Dramatically reduces the cost and time of future upgrades — keeping the enterprise current with SAP innovation cycle.

Risk

Mitigates Architectural Paralysis, the state where a system is so heavily customized it can no longer be updated without a program-level effort.

GO-102
Architecture Health Checks
SAP Activate: Run  ·  IT Directors, Program Managers
Per check
Challenge

Production SAP systems drift. Performance baselines degrade. The systems that fail most visibly are rarely the ones that appeared broken — they were quietly deteriorating.

Value

Revenue Protection: Prevents system downtime and performance degradation that disrupts sales, manufacturing, and financial close.

Risk

Removes the Silent Failure risk — where technical debt accumulates undetected until a catastrophic failure occurs during peak demand or quarter-end close.

GO-103
Systems Integrator (SI) Oversight
SAP Activate: Explore / Realize  ·  IT Directors, Program Managers
Retainer
Challenge

Every major SI has a financial interest in marking its own work as satisfactory. Change request volume increases. Quality gate rigor decreases. The client has no independent basis to challenge either.

Value

Contractual Protection: Holds the SI to the code quality and configuration fidelity promised in the SOW — creating independent accountability that makes the contract commercially enforceable.

Risk

Mitigates Vendor Lock-in — where the SI creates complex, undocumented code to ensure long-term organizational dependency and maximize post-go-live support revenue.

GO-104
Integration Architecture
SAP Activate: Explore / Realize  ·  IT Directors, Program Managers
Fixed fee
Challenge

Every point-to-point connection between SAP and a third-party system is a liability: unmaintained, undocumented, and dependent on individuals whose tenure may not outlast the integration.

Value

Enterprise Flow: Moves data cleanly between systems, eliminating manual reconciliations, billing errors, and order processing failures.

Risk

Prevents Spaghetti Architecture: the fragile, undocumented integration landscape that makes the IT environment brittle, insecure, and prohibitively expensive to maintain.

GO-105
Architecture Review Board (ARB)
SAP Activate: Explore / Realize  ·  IT Directors, Program Managers
Retainer
Challenge

Every program has a design blueprint. In programs that fail, the blueprint is still present at post-mortem, but the program delivered something different through hundreds of undocumented design changes.

Value

Scope Control: Acts as the program's highest technical authority — maintaining the integrity of the original business case against the forces that cause scope to expand until delivery becomes impossible.

Risk

Mitigates Technical Drift — where unapproved customizations incrementally break the core system, bypass security controls, and create liability discovered only in production.

GO-106
Application Rationalization
SAP Activate: Discover / Run  ·  Board of Directors & C-Suite
Fixed fee
Challenge

The average organization running S/4HANA continues paying maintenance fees on 15–30 applications the SAP implementation was supposed to eliminate — because no one owns the decommissioning decision.

Value

Cost Consolidation: Immediate, recurring reduction in third-party licensing, support labor, and integration complexity — converting redundant application spend into direct operating margin improvement.

Risk

Eliminates App Bloat, the proliferation of redundant applications that increases cybersecurity attack surface, fragments operational data, and creates integration liabilities.

GO-107
Technical Debt Assessment
SAP Activate: Discover / Prepare  ·  Board of Directors & C-Suite
Fixed fee
Challenge

Technical debt is the most common hidden expense on a technology balance sheet. In every SAP program that has exceeded budget, the dominant cause was legacy debt that was never measured.

Value

Informed Decisioning: Provides the Board with a clear financial value for the hidden mess, enabling accurate program budgeting that does not collapse when the true cost of the legacy landscape is encountered.

Risk

Removes the risk of building modern innovation on a structurally compromised foundation — where technical debt discovered mid-program triggers the scope changes and budget overruns that define SAP failure.

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