ERP Replacement: Data Opportunity Handoff Checklist

Are you an ERP consultant or system integrator frequently encountering organizations with valuable historical data during system overhauls? SourceX offers a referral program for introducing these companies to new data licensing opportunities. Our platform facilitates enterprise data transactions for AI, helping companies monetize their valuable historical data while simplifying the licensing process.

This checklist is designed to help you quickly assess if a potential referral meets our criteria for a successful handoff. It ensures you have the right information ready when you introduce them to SourceX, maximizing the chance of earning referral rewards.

Data Opportunity Handoff Checklist for ERP Consultants

• Company Profile Verification

• [ ] Is this a US company?
• [ ] Does the company have 50+ full-time employees at peak (contractors excluded)?
• [ ] Does the company have years of operating records?
• [ ] Is the company actively considering or undergoing an ERP replacement or significant data migration?

• Data Licensing Rights & Authorization

• [ ] Does the company possess clear rights to license the data that resides within their systems?
• [ ] Have they expressed interest or openness to exploring data monetization options?
• [ ] Can an authorized sponsor (e.g., C-level executive, head of data, general counsel) be identified who can approve licensing agreements?
• [ ] Are they aware that SourceX manages the data licensing process, from sourcing and rights review to delivery and payment, and does not train AI models?

• Archive Types & Data Potential

• [ ] What types of data archives are expected from the ERP replacement (e.g., transactional, operational, historical customer interactions)?
• [ ] Is there an understanding that SourceX focuses on licensing structured, permissioned enterprise data to AI labs and data buyers?

• Understanding the Referral Process

• [ ] The partner's role is to make an introduction. The partner never handles company data.
• [ ] Rewards are 25% of the eligible platform fees SourceX collects from the referred company's licensing deals, 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.
• [ ] Credit goes to the first valid referrer whose introduction leads to a verified company application within the attribution window.

Illustrative Reward Scenario

Let's say a referred company's data licensing deals generate $1,000,000 in eligible platform fees for SourceX over time. Your referral reward would be calculated as follows:

• Hypothetical Eligible Platform Fees: $1,000,000
• Your Reward Rate: 25%
• Calculated Reward: 25% of $1,000,000
• Total Earned (up to cap): capped at $100,000

This is an illustrative example only. Actual rewards depend on many factors including SourceX's collected fees, the specific rate, and the per-company cap.

By using this checklist, you can ensure that the companies you refer are well-suited for SourceX's platform, leading to a smoother process and maximizing your referral success.

Refer a company · How rewards work