PP&A led the research design and analysis for a voice-of-customer survey fielded in April 2024. The questionnaire was built around the client's diligence questions: which FM&A functional areas matter most to buyers, how the provider's features perform against peers in each area, which capabilities respondents believe are lacking, and what an ideal solution would look like.

Respondents were screened to director level and above in finance, accounting, IT and operations at mid-size and large companies, and had to have used or formally evaluated the provider within the previous two years. The survey combined an online instrument with telephone interviewing and closed with 67 completed responses at a median of about 17 minutes each, spanning banking and financial services, manufacturing, healthcare and life sciences, e-commerce and retail, energy and other verticals, and more than twenty states weighted toward the client's priority markets.

The analysis ranked the functional areas by importance, scored each of the provider's features against peers, and produced deep-dive cuts by industry and company size, so that the diligence team could see whether weaknesses were general or concentrated in particular segments.

The survey gave the diligence team an independent, quantified view of the target from buyers who had used or evaluated it. The report ranked the functional areas by their importance to buyers and scored the provider's features against peers in each one. It set out the strengths respondents credited to the product and the improvement areas they named. The industry and company-size cuts showed whether each weakness was general or concentrated in particular segments. The report closed with the themes an ideal FM&A solution would need to address. The diligence team took away a customer-grounded input for its assessment of the target, drawn from the buyers that management presentations and reference customers leave out.