Finance Digital Transformation
Our strategy and advisory work are at the heart of all we do. Our approach to global Finance digital transformations begins with meeting the client where they are and co-designing a plan to help them reach their finance operations, workforce planning, process automation, reporting, and business intelligence goals. Our principal-level consultants are engaged in your projects to provide depth of expertise making the process more effective. We offer a unique C-suite perspective while also being able to effectively communicate and manage change across the organization. We provide best-in-class as well as enterprise solutions to deliver the best-aligned capabilities for our clients. Please check out our Client Testimonials to see how we have helped past clients.
Digital Transformation Roadmap
Strategic leadership and vision, based on experience, industry research and advisory relationships makes us true Business Technologists and your essential partner to accelerate, sustain and embed innovation and change in your organization. Using discovery and Gap Analysis, we gather information on your current versus desired state. We design a Roadmap to plan and support a strategy to achieve your goals.
- Design to Align with Business Strategy
- Review Finance Operations
- Maximize Finance Tech Stack ROI
- Business Case Support
- Budget Definition for Technology and Resources
- Systems Inventory
- Data Analysis
- Needs Assessment
- Gap Analysis
System and Data Optimization
Getting more out of your current Finance technology stacks saves time and money. We evaluate how resources, systems and processes are being leveraged, and we work with your team and the vendor to explore best practice and areas for optimization. We offer outside of the box solutions to drive organizational impact. We drive ROI value.
Current State Assessment
Review Finance Process and Policies
Recommendations for Improved Technology Adoption
Workflow and Process Alignment
Data Analysis for Quality and Alignment
Vendor Negotiation and Communication
Training
System Upgrades
Change Management
Module Enhancements
Vendor Support Alignment
Business Intelligence
API Integration
ETL
Vendor Selection and Management
We believe vendor selection begins with discovery of current Finance and Payroll systems, organizational requirements, data quality, and identification of current processes and resources. Based on these findings, we create a priority based, functionality matrix for vendor selection and evaluation. Our process includes rigorous vendor outreach, structured demos and client reference checks yielding the best solution and vendor alignment as well as a defensible and auditable process. We support selection of Finance Operations, Payroll, Planning and Budgeting, Business Intelligence, Data Integration, and Reporting systems. We are vendor agnostic.
Discovery and Baseline Definition
High Level Request for Proposal (RFP)
Development of a Decision Matrix
Evaluation and Selection
Management of Vendor Demos
Resource Alignment
Support Organizational Readiness
Contract Negotiations
Client-Side Advisory for Implementation
We are your consultant and partner working in your best interest to help ensure project success. We work with your team to realize your strategic vision. Translating vendor speak and a milestone project plans into actionable tasks for the team supporting resource allocation and achievement of vendor specified deadlines. Communicating frequently and regularly ensures that both internal and vendor resources are engaged and focused. Coordinating with the Executive Sponsor and key decision makers to drive process and policy alignment. Our goal is to maximize your investment, increase internal engagement and deliver on project objectives.
Manage Client Project Team
Support Organization Change Management
Translate Vendor Implementation Plan into an Actionable Project Plan
Guide Decision Making Process
Guide System Integration Process
Support Project Team
Encourage Skills Transfer and Technology Adoption
Inform Executive Sponsor
Support Acceptance and Parallel Testing
Support Go-Live and Launch
Support Phase 2 Modules