McCloy Hall & Co.

What McCloy Hall & Co. does

McCloy Hall & Co., doing business as McCloy Data, is a boutique consulting firm specializing in SAP and OpenText implementation services for enterprise clients. Founded in 2017 and headquartered in Waxhaw, North Carolina, the firm delivers three integrated service lines: Finance Automation (centered on OpenText Vendor Invoice Management), Content & Process (Extended ECM, Content Server, Records Management, and Intelligent Capture), and AI & Engineering (embedding practical AI within SAP environments). The company targets finance and operations teams at large organizations running SAP S/4HANA, addressing procure-to-pay inefficiencies, invoice processing exceptions, compliance gaps, and content silos across global enterprises.

The firm's technical foundation rests on the OpenText Content Suite platform integrated with SAP S/4HANA, with particular emphasis on clean-core architecture to minimize custom code and simplify future upgrades. Notable technical capabilities include OpenText Intelligent Capture for document digitization, voice-AI applications for SAP VIM, and Extended ECM for Engineering to control project risk. The company maintains formal partnerships with both SAP and OpenText, evidenced by partner logos on the website.

McCloy Data operates a pure professional services model with engagement-based revenue derived from consulting and implementation work. The company employs between 1 and 10 people, does not publicly disclose pricing, and acquires customers through consultative direct sales initiated via website "Let's Work Together" CTAs and content marketing. Despite its small headcount, the firm claims to serve "global organizations" and distributes thought leadership on AI governance, SAP process automation, and the 2026 France e-invoicing mandate to attract enterprise buyers.

Name

McCloy Hall & Co.

Legal name

McCloy Data & Co.

Website

https://mccloyhall.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

McCloy Data is a boutique consulting and implementation firm specializing in SAP S/4HANA and OpenText Content Suite solutions, serving enterprise finance and operations teams with finance automation, content management, and AI engineering services.

Ownership category

akta.pro rank

Product category

Enterprise IT Consulting (SAP & OpenText)

NAICS

Custom Computer Programming Services (541511)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)

akta.pro secondary industry

Data Analytics & Business Intelligence Services (BPAHALAC)

Keywords

• SAP consulting services
• OpenText implementation
• Vendor invoice management
• Enterprise content management
• SAP clean-core

Headquarters

HQ city

Waxhaw

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Consulting & Implementation Services: Engagement-based consulting and implementation services for SAP and OpenText solutions. Every engagement is approached as a partnership with structured handover and training, suggesting project-based professional services revenue.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

McCloy Data provides consulting and implementation services for SAP S/4HANA and OpenText Content Suite, centered on three service lines: Finance Automation (Vendor Invoice Management and intelligent automation), Content & Process (Extended ECM, Content Server, Records Management, and Intelligent Capture integrated with SAP), and AI & Engineering (practical AI embedding plus Extended ECM for Engineering). Engagements are delivered as partnership-based projects with structured handover and training.

Product overview

McCloy Data offers a unified professional services portfolio built around OpenText Content Suite and SAP, delivered as three integrated service lines: Finance Automation (centered on OpenText Vendor Invoice Management), Content & Process (covering Extended ECM, Content Server, Records Management, and Intelligent Capture), and AI & Engineering (embedding practical AI and Extended ECM for Engineering). All three service areas are interconnected, with AI capabilities woven across the Finance Automation and Content & Process offerings to streamline procure-to-pay workflows, govern content, and support enterprise decision-making within SAP environments.

Differentiator

Problem solved

Functional benefit

Products and services

• Finance Automation High-impact Vendor Invoice Management (VIM) and intelligent automation solutions built on deep SAP S/4HANA and OpenText expertise that reduce exceptions, accelerate cycle times, strengthen compliance, and free finance teams for strategic work. Targeted at enterprise finance teams running SAP S/4HANA.
• Content & Process Integration of OpenText Extended ECM, Content Server, Records Management, and Intelligent Capture with SAP and other core systems, creating governed, user-friendly content flows that eliminate silos and support confident decision-making. Targeted at organizations with SAP and OpenText ecosystems.
• AI & Engineering Embedding practical AI into existing SAP and OpenText landscapes and delivering Extended ECM for Engineering solutions that control project risk, accelerate time-to-production, and maintain a single source of truth across complex assets and processes. Targeted at engineering and asset-intensive enterprises.

Quantifiable outcome

• Reduced invoice processing exceptions
• +5 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability6 records

Feature5 records

Partnerships

Two partnerships are on record, tiered core.

• SAPcoreTechnology or IntegrationMcCloy Data is an SAP partner offering solutions aligned with SAP S/4HANA and SAP clean-core strategies. The company specializes in delivering OpenText-based content and automation solutions within SAP environments, including Vendor Invoice Management (VIM) and Extended ECM integrations. SAP partnership is evidenced by a SAP partner logo displayed on the website footer.
• OpenTextcoreTechnology or IntegrationMcCloy Data is an OpenText partner with expertise across OpenText Content Suite, Vendor Invoice Management (VIM), Extended ECM, Intelligent Capture, and Core Archive. The company leverages OpenText solutions as the core technology platform for delivering finance automation, content management, and AI-enabled process automation services. OpenText partnership is evidenced by an OpenText partner logo displayed on the website footer.

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• NTT DATA Business Solutions (formerly itelligence): Global SAP-focused systems integrator delivering consulting, implementation, and managed services across the SAP stack including S/4HANA. Operates at vastly larger scale but competes for the same SAP implementation and clean-core mandates.
• Deloitte SAP Practice: Big Four SAP practice delivering end-to-end S/4HANA, finance transformation, and content services globally. Sets the enterprise benchmark against which boutique SAP firms like McCloy are evaluated in procurement.
• msg systems AG: Large European IT consulting firm with deep SAP practice covering ERP, finance, and content/process automation. Overlaps with McCloy on SAP-centric enterprise transformation work, particularly in DACH-region SAP customers.
• Accenture SAP Practice: Global SI with one of the largest SAP practices, delivering S/4HANA transformations, finance transformation, and content services at enterprise scale. Competes for the same large SAP RFPs McCloy targets with boutique credibility.
• OpenText Professional Services: Internal services arm of OpenText delivering VIM, Extended ECM, and Content Suite implementations. Represents the vendor-direct competitive threat to McCloy and similar OpenText-focused partners for the same enterprise implementations.

Direct peers

• Lemongrass Consulting: Boutique SAP consulting firm specializing in cloud migrations, S/4HANA, and managed services on hyperscalers. Comparable in scale and in the niche of SAP-platform-focused advisory work for enterprise customers.
• SNP SE: SAP-focused transformation and data migration specialist (CrystalBridge platform) serving enterprise customers with S/4HANA migration and selective data transition. Comparable in SAP-centric positioning and enterprise customer base.
• Vizor Software: OpenText and SAP-focused consulting and managed services partner delivering content services and process automation on OpenText platforms. Closely matches McCloy's OpenText + SAP integration profile at similar boutique scale.
• Symmetry Corporation: Boutique consulting firm specialized in OpenText Content Suite implementations (including VIM and Extended ECM) integrated with SAP. Closest comparable in scale, vendor focus, and service portfolio to McCloy Hall & Co.
• EPI-USE: Global SAP and SAP SuccessFactors consulting firm delivering implementation, managed services, and data migration to enterprise customers. Comparable as a mid-sized, SAP-pure-play systems integrator with consulting-led revenue model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/mccloyhall
• LinkedInlinkedin.com/company/mccloyhall

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about McCloy Hall & Co.