The ADAPT Framework
A proven five-phase methodology that takes your finance function from legacy systems to AI-powered intelligence — without disrupting your business.
ADAPT integrates our QDOAA optimisation framework at every phase, ensuring AI is applied to the right problems in the right order. The result: smaller, cheaper, more effective implementations that your team actually adopts.
Built on QDOAA: Question → Delete → Optimise → Accelerate → Automate
Every phase of ADAPT applies the QDOAA framework. Before we add any technology, we question why each step exists, delete what's unnecessary, optimise what remains, and accelerate without adding people. Only then do we automate with AI. This is why our implementations succeed where others fail — we don't automate broken processes.
Assess
We map your current-state processes, diagnose constraints, and calculate the real Cost of Inaction. This isn't a generic questionnaire — it's a deep operational audit.
Deliverables
- Current-state process map (where time and money leak)
- Constraint diagnosis (capacity, knowledge, or process)
- ROI stack with levers, numbers, and assumptions
- Cost of Inaction calculation
- Prioritised roadmap (quick wins + bigger plays)
QDOAA in This Phase
During Assess, we apply the first two steps of QDOAA: Question why each step exists, and Delete unnecessary steps. This typically eliminates 30-40% of processes before any technology is considered.
Design
We architect the optimal solution — Sage Intacct configuration, AI integration points, data migration strategy, and change management plan. Every design decision is tied to a specific constraint.
Deliverables
- System architecture document
- Sage Intacct configuration blueprint
- AI solution specifications
- Data migration plan with validation rules
- Change management & training plan
QDOAA in This Phase
Design applies QDOAA step 3: Optimise. We refine the remaining processes to their most efficient form before adding any technology layer.
Automate
We build and deploy. Sage Intacct goes live, AI solutions are developed, integrations are connected, and your team is trained. This is where constraints start disappearing.
Deliverables
- Sage Intacct deployment (multi-entity, multi-currency)
- Custom AI solution development and testing
- System integrations (Whimbrel, CRM, banking, etc.)
- Data migration and validation
- Team training with Loom walkthroughs
QDOAA in This Phase
Automate applies QDOAA steps 4 and 5: Accelerate (make faster without adding people) and then Automate with AI. This ensures AI is applied to optimised processes, not broken ones.
Pilot
We deploy targeted AI solutions with measurable KPIs. Start with one high-impact use case, prove ROI, then expand. This de-risks the entire transformation.
Deliverables
- Pilot deployment with defined success metrics
- Weekly performance monitoring and reporting
- User feedback collection and iteration
- ROI validation against audit projections
- Go/no-go decision framework for scaling
QDOAA in This Phase
The Pilot phase validates that QDOAA was applied correctly. If the pilot doesn't hit projected ROI, we revisit the earlier steps before scaling.
Transform
Scale AI across the organisation. Transition to our retainer model for ongoing optimisation, monitoring, and strategic evolution. You own the infrastructure — we keep it running.
Deliverables
- Full-scale deployment across all entities
- Ongoing retainer with 5 maintenance pillars
- Quarterly strategic reviews and roadmap updates
- Continuous AI model retraining and optimisation
- New capability development (separate from maintenance)
QDOAA in This Phase
Transform is where QDOAA becomes a continuous practice. Your team applies the framework to every new process, ensuring AI is always solving the right problems.
Why ADAPT Works
Constraint-First
We diagnose before we prescribe. Every intervention targets a specific bottleneck.
De-Risked
Start with an audit, prove value with a pilot, then scale. No massive upfront commitments.
Team-Centric
Your team helps design the solution. Change management is built in, not bolted on.
ROI-Validated
Every phase has measurable KPIs. If the numbers don't work, we adjust before scaling.