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BUSINESS READINESS

Know what is ready
before the transaction starts.

Bring metrics, readiness requirements, workstreams, documents, owners, risks, and next actions into one coordinated application built around the business.

Discuss your readiness process Explore the platform

PRIMARY APPLICATION EXAMPLE

Acquisition readiness

FinancialCommercialOperationsCustomersPeople / organizationTechnologyLegal / contractsSecurity / riskDocumentation

82%Readiness assessment

4Critical gaps

9Owned workstreams

61Evidence documents

9Business indicators

18Actions this month

SmartWorx application foundation

Illustrative process coordination and configured assessment measures.

Readiness is usually scattered across the business.

The data lives everywhere

Financial, customer, operational, personnel, contract, and performance information sits in different systems.

The checklist is not the process

A spreadsheet identifies what is needed. Ownership, evidence, status, and follow-through need a working process.

The work starts too late

Missing information, unresolved issues, and documentation gaps may surface only after diligence begins.

See where the business is ready—and where it isn’t.

Review workstream assessments, documentation, gaps, and approaching actions in one executive view.

Illustrative acquisition readiness dashboard for Northstar Industries with configured readiness measures, workstream bars, documentation status and priority gaps — Fictional Northstar Industries records and assessment measures.

See the business by readiness workstream.

Keep each area’s owner, assessment, requirements, evidence, and actions connected.

Financial

92%

Owner: Riley Chen
Open gaps: 1
Status: Review underway

Requirements · Evidence · Actions

Commercial

84%

Owner: Jordan Lee
Open gaps: 2
Status: Action required

Requirements · Evidence · Actions

Operations

76%

Owner: Casey Reed
Open gaps: 3
Status: Action required

Requirements · Evidence · Actions

Customers

86%

Owner: Taylor Brooks
Open gaps: 1
Status: Review underway

Requirements · Evidence · Actions

People / organization

81%

Owner: Alex Morgan
Open gaps: 2
Status: Action required

Requirements · Evidence · Actions

Technology

73%

Owner: Alex Morgan
Open gaps: 3
Status: Action required

Requirements · Evidence · Actions

Legal / contracts

88%

Owner: Casey Reed
Open gaps: 1
Status: Review underway

Requirements · Evidence · Actions

Security / risk

70%

Owner: Taylor Brooks
Open gaps: 2
Status: Action required

Requirements · Evidence · Actions

Documentation

78%

Owner: Jordan Lee
Open gaps: 3
Status: Action required

Requirements · Evidence · Actions

Synthetic scores illustrate an organization-defined assessment, not a transaction valuation.

Turn the checklist into owned work.

Readiness requirementsIllustrative records

Requirement	Workstream	Owner	Status	Priority	Evidence	Due	Last review
Three-year financial statements	Financial	Riley Chen	Ready for review	High	Statement set	09 Oct	30 Sep
Customer concentration analysis	Commercial	Jordan Lee	In progress	High	Customer analysis	12 Oct	29 Sep
Recurring revenue schedule	Financial	Riley Chen	Needs reconciliation	High	Revenue schedule	09 Oct	30 Sep
Top customer agreements	Customers	Taylor Brooks	Gap identified	High	Agreement register	14 Oct	28 Sep
Employee organization chart	People	Alex Morgan	Complete	Normal	Organization chart	06 Oct	25 Sep
Security policies	Security / risk	Taylor Brooks	Awaiting review	High	Policy documents	16 Oct	30 Sep
Technology inventory	Technology	Alex Morgan	In progress	Normal	Inventory record	15 Oct	29 Sep
Key vendor agreements	Legal / contracts	Casey Reed	Complete	Normal	Vendor register	08 Oct	26 Sep
Intellectual property summary	Legal / contracts	Casey Reed	Assigned	Normal	Summary draft	20 Oct	30 Sep

Make gaps visible while there is still time to fix them.

Connect a missing agreement, outdated policy, unavailable metric, or incomplete schedule to an owner, evidence, and review.

01Requirement reviewed
02Gap identified
03Owner assigned
04Remediation action
05Evidence added
06Review
07Ready

GAP-024 · Commercial readiness

Customer agreement missing

Requirement: Top customer agreements
Owner: Jordan Lee
Status: In progress
Next action: Locate the signed agreement
Due date: October 14, 2026
Evidence: Agreement register

Context with the requirement

Casey Reed noted that the agreement register needs the current signed copy. Jordan Lee owns the follow-up.

Illustrative note · September 30

Keep the evidence with the requirement.

Documents belong with the workstream and requirement they support, alongside review context and follow-up.

Illustrative Information Security Program requirement with related policy and procedure documents, a selected policy in a read-only document viewer, owner, reviewer and activity — Fictional Northstar Industries records and assessment measures.

Prepare information for the people who need it.

Organize transaction information and give appropriate participants access to the records and documents they need.

Relevant information. Appropriate access.

Executive teamFinanceOperationsLegalAdvisersTransaction team

Permitted application informationWorkstream · Requirement · Document · Owner · Reviewer · Status

Configure participant access around application and document permissions.

Every requirement needs an owner.

Requirement: Information Security Program
Owner: Taylor Brooks
Reviewer: Casey Reed
Due: October 16, 2026
Status: Awaiting review
Next action: Review the current policy record

3Unassigned6Overdue actions12Awaiting review4Critical gaps

Track the business indicators that affect readiness.

Choose the measures your organization wants to monitor, with source, owner, and update context.

Business health indicatorsIllustrative records

Metric	Current	Target / review basis	Trend	Source	Owner	Last updated
Revenue growth	12%	15%	Up	Accounting / ERP	Riley Chen	30 Sep 2026
Recurring revenue	68%	70%	Up	Revenue schedule	Riley Chen	30 Sep 2026
Gross margin	42%	45%	Down	Accounting / ERP	Riley Chen	30 Sep 2026
Top customer share	18%	Organization review	Steady	CRM / revenue report	Jordan Lee	30 Sep 2026
Customer retention	94%	96%	Up	Customer operations	Taylor Brooks	30 Sep 2026
Pipeline coverage	3.2x	3.0x	Up	CRM	Jordan Lee	30 Sep 2026
Project backlog	$2.1M	Organization review	Up	Project system	Casey Reed	30 Sep 2026
Employee turnover	8%	Organization review	Steady	HR records	Alex Morgan	30 Sep 2026
Operating cash flow	$180K	Organization review	Up	Accounting / ERP	Riley Chen	30 Sep 2026

Illustrative indicators and organization-defined targets.

Readiness shouldn’t depend on a one-time spreadsheet.

Bring relevant data from external systems into the readiness application through supported APIs and integration methods.

Explore APIs & connectivity

Accounting / ERPCRMService systemsProject systemsHRCommerceData platformsExternal APIs

SmartWorx readiness application

Metrics · Status · Exceptions · Follow-up

Data access and refresh depend on the systems and configured integration.

Move from readiness into transaction execution.

Coordinate financial, commercial, legal, technology, operations, people, and security workstreams through review and diligence.

01Prepare
02Review
03Diligence
04Questions / requests
05Resolution
06Decision / closing preparation

Know what has been requested, who owns it, and what is still open.

Diligence requestsIllustrative records

Request	Workstream	Requested by	Owner	Priority	Status	Due	Related documents
Reconcile recurring revenue schedule	Financial	Finance reviewer	Riley Chen	High	In progress	09 Oct	Revenue schedule
Provide current customer agreements	Commercial	Transaction team	Jordan Lee	High	Awaiting information	14 Oct	Agreement register
Review security policy record	Security	Casey Reed	Taylor Brooks	High	Ready for review	16 Oct	Security Policy
Confirm organization chart	People	Executive team	Alex Morgan	Normal	Completed	06 Oct	Organization chart

Build readiness before you need it.

Maintain requirements, information, ownership, and follow-up through a repeatable operating process.

Review regularly

Quarterly readiness reviews and metric monitoring.

Keep information current

Document maintenance and process review.

Carry improvement forward

Risk remediation, accountable actions, and strategic improvement.

Use the same model for other strategic readiness processes.

Acquisition readinessInvestment readinessFinancing preparationStrategic reviewLeadership transitionMajor audit preparationBusiness continuity readinessCertification / assessment preparation

Application examples shaped around the organization’s requirements.

The transaction shouldn’t start with another pile of spreadsheets.

One application coordinates the process while underlying systems continue providing data where appropriate.

A disconnected readiness stack

Executive spreadsheetKPI workbookDocument shareTask trackerEmailAdviser checklistCRM reportsFinance reportsIssue log

Business readiness application on SmartWorx

ReadinessMetricsRequirementsDocumentsWorkstreamsGapsRequestsActionsDashboards

SmartWorx application foundation

Build an application business on SmartWorx.

SmartWorx provides the platform. Customers, partners, and publishers can build applications around their own readiness processes.

01

Customer-built

Organizations can create readiness applications around their own business requirements.

02

Partner-built

Advisers, consultants, and implementation partners can deliver structured readiness and transaction-management applications for clients.

03

Publisher-built

Publishers can own, brand, package, price, support, and commercialize specialized readiness methodologies and applications on SmartWorx.

Explore application publishing

How ready is the business before someone asks?

Bring metrics, readiness requirements, documents, gaps, owners, and transaction workstreams into an application designed around the way your organization prepares.

Discuss your readiness process Explore the platform