Digital Audit & IA Data Roadmap

Diagnostic Mission

A comprehensive assessment of your tools, processes and data to regain control and prioritize high-value projects.

Our turnkey advisory missions

A rigorous and pragmatic assessment to regain control of your IS, your data and your IA/Data priorities.

Mapping

Analysis of all tools, data flows and responsibilities (CRM, Excel, GED, BI, IA, providers).

Data quality

Assessment of availability, reliability and traceability of key data.

Business irritants

Identification of time losses, duplicates, operational risks and field frustrations.

Risks & compliance

Analysis of IS, data, cyber and regulatory risks (GDPR, DORA, AI Act).

Costs & dependencies

Consolidated view of IT costs and technological dependencies.

Prioritization

Building a realistic trajectory oriented towards business value.

Estimated duration: 5 to 7 days

D1 - Framing & interviews

Interviews with key teams (Partners, IR, Invest, Ops, IT).

D2 - Tools & flows analysis

Detailed mapping of IS and data flows.

D3 - Data & IA diagnosis

Quality, current uses, relevant or premature IA use cases.

D4 - Roadmap & arbitrations

Building a 12-24 month roadmap (quick wins, structuring projects).

D5 - Management presentation

Clear, actionable and prioritized presentation.

Livrables

IS & Data mapping
IA & Data maturity diagnosis
12-24 month IA/Data roadmap
Tooling & governance recommendations

Mission led by

Cyril Sacenda

Expert Transformation Digitale & Data

Expert in digital transformation and data structuring for asset management companies. Cyril supports funds in implementing customized AI & Data solutions. With his experience in strategic consulting and technical architecture, he helps teams optimize their processes and create operational value. He combines technical expertise with understanding of Private Equity business challenges.

Antoine Jeanjean

Fondateur BODIC – Expert IA & Data

Antoine Jeanjean is an entrepreneur and executive, specialized in data, AI and digital transformation applied to Private Equity and alternative investment. He is co-founder of Recommerce, European pioneer in electronic refurbishment, now present in 12 countries. After creating OPT2A, a data-driven transformation consulting firm, he founded BODIC, a platform and advisory firm dedicated to asset management companies. He supports funds and management teams on IR steering, data governance, CRM tools and value creation. His approach combines strategic vision, operational pragmatism and digital sovereignty.

Missions carried out in French or English

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Discutons ensemble de votre projet.

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