BDX Tooling &
Third Parties
Following on from our first survey, we'd really value your input on the tools and third-party products your organisation uses in the BDX process. Three quick questions — and we'll share the insights back along with our perspective.
Most DA teams are using tools designed for a different era
The majority of BDX processing still relies on tools — Excel, legacy platforms, or general-purpose ETL — that were built before the data complexity of modern delegated authority became what it is today. They can be made to work, but the effort required is almost always manual, repetitive, and fragile. The question isn't whether better tools exist — it's whether the ones you're using are genuinely fit for the problem you have now.
Satisfaction with current tools is rarely the full picture
Organisations often rate their tools as "adequate" because they've adapted their processes around the tool's limitations — not because the tool is actually solving the problem well. The real test is how much invisible manual effort is required to keep things running. If the answer is "quite a lot", the tool probably isn't as fit for purpose as it feels.
The trigger for change is often already here
Most organisations don't switch tools until something forces the issue — a spike in errors, a coverholder complaint, or a mandate from above. But the underlying conditions that make change worthwhile are usually present long before that trigger arrives. If you're already feeling the friction, that's your signal. AI-powered normalisation at the point of data arrival is now practical, safe, and far less disruptive to implement than most people expect.
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