Advisor Playbook: Introducing Data Licensing During ERP Replacement

As an ERP consultant, your insights are invaluable. During an ERP replacement, you're uniquely positioned to identify opportunities for your clients to maximize value from their operational data. Introducing them to enterprise data licensing through SourceX can unlock significant, recurring revenue streams from their historical datasets, a potential often overlooked amidst system migrations.

This playbook outlines a practical, step-by-step approach for advisors to facilitate a seamless and compliant introduction to SourceX.

Step 1: Pre-Qualify the Opportunity

Before initiating any discussions, conduct a quick check to see if your client's profile aligns with what SourceX looks for in a data licensing partner. This saves time for everyone involved.

• Client type: Is it a US company?
• Company size: Does it have 50+ full-time employees at peak (contractors excluded)?
• Operational history: Does the company have years of operating records?
• Data rights: Does the company clearly own or have rights to license its operational data?
• Sponsor: Is there an authorized sponsor within the company who can champion the initiative?

SourceX is the enterprise data transaction layer for AI, managing data licensing from sourcing and rights review to delivery and payment. We focus on enabling companies to license their data, not train AI models.

Step 2: The Initial Discussion – Framing the Opportunity

Integrate the concept of data licensing naturally into your ERP replacement discussions. Frame it as an additional benefit of robust data management and a potential new revenue stream.

• Introduce the idea that historical operational data, often residing within or migrating from legacy ERP systems, can be a valuable asset for AI labs and data buyers.
• Emphasize that SourceX helps companies license this data, ensuring compliance and secure transactions. The partner reward is a share of SourceX's fee and is never deducted from what the company receives.
• Highlight that this is about licensing anonymized, aggregated operational data, not sensitive personal information.

Step 3: Client Education and Scope Approval

If your client expresses interest, provide them with more detail and obtain their explicit approval to proceed. Transparency and control are paramount.

• Explain SourceX's role in managing data licensing from sourcing and rights review to delivery and payment.
• Clarify that they retain full control over their data. Any licensing scope is defined and approved by them, not by the advisor or SourceX without their consent.
• Emphasize that you, as the advisor, will never handle or have access to their company's data. Your role is solely to make the introduction.
• Secure explicit client approval to make an introduction to SourceX. This could be a verbal agreement followed by an email confirmation, or a formal sign-off.

Step 4: Preparing for the Introduction

Once approved, help your client prepare for a productive initial conversation with SourceX.

• Client's Internal Review: Advise them to identify potential internal stakeholders (e.g., legal, data governance, finance, business unit leads) who would need to be involved in a data licensing decision.
• Data Understanding: Encourage them to have a general understanding of the types of operational data they possess that might be valuable (e.g., transaction records, supply chain logistics, service history).
• Identify a Point Person: Ensure your client designates an authorized sponsor or key contact for SourceX.

Step 5: Making the Introduction

This is the simplest step, yet critical for proper attribution.

• Facilitate a direct introduction between your client's designated contact and SourceX.
• Ensure the introduction clearly states that your company (the advisor) is referring them to SourceX.
• Attribution credit goes to the first valid referrer whose introduction leads to a verified company application within the attribution window.

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Rewards & What to Expect

As a referrer, you earn 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals. Rewards are capped at $100,000 cumulative per referred company. Rewards become payable only after the buyer pays and SourceX receives its fee. A lead, meeting or signed agreement alone does not trigger payment. Anyone can join, from any supported country. Licensed professionals should check their own rules on referral fees.

Refer a company · [How rewards work](/earn]