Project-led consulting firm specializing in enterprise data and ERP implementation
CompassX is a 15-year-old consulting practice in Irvine focused on project execution and strategic delivery. The tech stack reveals a data-infrastructure play: Snowflake, BigQuery, dbt, Redshift, Databricks, and Informatica sit alongside SAP S/4HANA, Oracle EPM, and Coupa, indicating deep expertise in enterprise system migrations and data modernization. Active hiring is concentrated in data (6 roles) and engineering (4), with manager-level dominance, suggesting CompassX is scaling delivery capacity for large, complex client engagements rather than building product.
Notable leadership hires: Organizational Change Lead
CompassX delivers project leadership and execution services to mid-market and enterprise clients navigating ERP upgrades, data platform migrations, and process redesign. The firm works across SAP, Oracle, and cloud data warehouse implementations, with particular strength in reporting modernization and data architecture. Their current project pipeline spans trading desk operations, capital markets process design, AI application deployment, and enterprise data modeling—reflecting typical buy-side and financial services client bases. At 11–50 employees, CompassX operates as a lean, manager-led consulting shop where delivery teams have direct access to leadership.
CompassX works across Snowflake, BigQuery, Databricks, dbt, Power BI, Looker, SAP S/4HANA, Oracle EPM, Coupa, and Informatica. The stack spans cloud data platforms, BI tools, and enterprise resource planning systems.
Current projects include ERP modernization, enterprise data modeling for Power BI, Redshift optimization, AI application deployment, trading operations redesign, and capital markets process design. The work centers on cloud migration and reporting modernization for enterprise clients.
Other companies in the same industry, closest in size