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The Challenge

A prominent credit asset manager overseeing a substantial $80 billion in capital sought to enhance its financial performance management capabilities. The key focus areas included financial consolidation and close management, financial and management reporting, disclosure, and financial budgeting, planning, and forecasting. Additionally, the scope encompassed streamlining Accounts Payable, Accounts Receivable, Fixed Assets, Cash Management, and Compensation processes.


What We Did

  • Comprehensive Analysis: We conducted an in-depth analysis of current mid-market ERP/Financial cloud-based solutions to identify potential candidates that align with the client’s requirements
  • RFP Construction and Vendor Engagement: We orchestrated the creation and distribution of a Request for Proposal (RFP) to selected solutions and demo sessions between our client and potential software vendors/partners to evaluate functional fit, system capabilities, future roadmap, licensing, implementation fees, and total cost of ownership over a three-year period
  • Client Selection Facilitation: We led the client through internal discussions, prioritizing decision points, conducting weekly status meetings for team alignment, and leveraging our system selection expertise to assist in vetting integration capabilities


Our Impact

  • Efficient Decision-Making Process: We streamlined the selection project, ensuring that each participant had the necessary information to make informed decisions
  • Risk Mitigation: Our proactive approach to risk management, coupled with weekly status meetings, enabled early identification and resolution of potential issues, ensuring a smoother selection process
  • Integration Expertise: Leveraging our experience, we helped the client properly assess integration capabilities, ensuring that the selected solution could seamlessly integrate with existing systems and processes
  • Alignment and Confidence: By providing the client with the right information and facilitating team alignment, we empowered them to make a final selection confidently, setting the stage for successful implementation and improved financial performance management