The problem with traditional discovery
Manual interviews. CSV pulls. Weeks of slide-building. By the time findings land, teams are tired and momentum fades. Sales and Finance still don’t agree on the numbers.
What trapped value looks like in retention:
Revenue gaps
Booked ≠ billed ≠ paid variance that delays cash.
Process bottlenecks
O2C / P2P bottlenecks that inflate DSO and create rework.
Misaligned ICP
ICP built on who closed, not who retained and expanded
Inconsistent reporting
Packs that are slow, manual, and misaligned across functions.
Use Chassi to run a finance-grade assessment. Model Lead-to-Cash from CRMs and ERPs, reconcile the numbers, and walk in with a quantified baseline and a ranked plan your team can execute. Clarity in days with minimal client lift.
What you get on every engagement
Board-ready readouts for the client and a scoped, prioritized work plan for your team.
Assessment deliverables:
Reconciled ARR/NRR views and booked → billed → paid lineage
O2C and P2P pathways with cycle times and variance
Exception tables and a governance heatmap
DSO Simulator outputs tied to cash impact
A ranked backlog with owners and a 30/60/90 plan
Where partners plug in
Pinpoint bottlenecks, quantify impact, and turn fixes into measurable outcomes for your clients.
"Chassi gives us a level of transparency into top-line performance that was previously inaccessible or painfully tedious to produce."
Ryan Mason
CFO, Trackforce
Why partners choose Chassi
You show up with answers, not interviews. Discovery time drops. Findings are objective and finance-grade. Your scope grows because the plan is clear, the impact is quantified, and the reporting holds up in the boardroom.
Will this replace our consulting work?
No. Chassi accelerates discovery and provides a clear assessment and plan. You scope and deliver execution.
How much client lift is required?
Typically, 4 to 8 hours of client time for connectivity and context. No system changes.
Do we need a subscription?
Not to start. Most partners begin with a targeted assessment and add the reporting layer when the client wants ongoing visibility.
How does this align with our offerings?
Chassi maps directly to churn & ICP, revenue leakage, working capital position, and continuous real-time reporting. Use it to launch projects faster and measure progress cleanly.
How does Chassi fit in my toolkit?
Think of yourself as the doctor and Chassi as the MRI. It gives you an objective, finance-grade readout of how revenue and cash move from booked to billed to paid, and where value is trapped. You bring the judgment and execution. With Chassi, you show up in days with reconciled numbers, quantified gaps, and a ranked plan. That speed and trust set you apart and help you grow your scope.
Ready to bring finance-grade assessments into your engagements?
Start with a targeted assessment and give your clients the numbers they can run on.
