3 · The data
We opened every source with a read-only login and looked at the data itself, at what is there, how it connects and what is missing.
| Source | What we read | Connection | State of the data | In the plan |
|---|---|---|---|---|
| Exact Online | Sales and purchase ledger, 2 entities | API, connected before | ReadyItem codes match the order database | 2 days |
| SQL Server | Orders, order lines, stock | Read-only login from your IT | Clean-up1,214 order lines without a product group (3.1%) | 4 days, mapping included |
| HubSpot | Deals, companies, owners | API | Clean-up312 companies without a debtor number | 3 days, matched on VAT number |
| targets.xlsx | Targets per product group | File on SharePoint | ReadyOne sheet per year, fixed layout | 1 day |
| Documents | Price lists and manuals, 412 PDFs | The SharePoint folder | Clean-upTwo versions of the 2026 price list in use | Agree one folder |
| Supplier portal | Purchase prices, lead times | No API: a weekly export, to agree with the provider | To arrangeNot seen yet: the provider has to agree first | About 2 weeks, waiting on the provider |
- The supplier portal moves to phase 2, so phase 1 does not wait on its provider.
- The order lines are cleaned up in phase 1 and the companies in phase 2, 7 days in all.
- One price list folder from now on, and the assistant reads only that one.
Read-only throughout. Nothing was written to your systems.