A global non-profit organization was preparing for a complex finance transformation involving several large initiatives, including Oracle Cloud ERP, EPM, Contract Management, and Treasury solutions. The client lacked the internal PMO and program management experience needed for such a comprehensive transformation, leading them to partner with us for support. ​

We provided an overall program manager to oversee all projects under the transformation initiative.

Key contributions included:

• Oracle Project Scope: Managed the project scope, which included budget to forecast, procure to pay, order to cash, projects, and record to report modules
• Additional Technologies: Implemented additional technologies such as a contract management system, a treasury system, and Concur for expense reporting
• System Integrator Selection: Led the selection of the system integrator and the RFP process, ensuring the right fit for the organization’s needs
• Resource Gap Assessment: Assessed and identified resource gaps in various areas to execute the end-to-end program and onboarded resources for change management, functional and business analyst support, test planning and execution and more

We co-led the realization of the client’s ‘next generation’ finance goals, resulting in:

• On-Time and Under Budget: The client went live on time and under budget, achieving a key milestone in their transformation journey
• Improved Efficiency: Utilized Oracle Cloud standard system capabilities and best practices to enhance overall efficiency
• Growth Platform: Built a platform that supports continued growth and expansion of the organization’s operations
• Common Global Platform: Created a unified global platform and user experience for staff and volunteers across all operating units and countries
• Standardized Business Processes: Improved and standardized business processes, leading to better consistency and performance
• Enhanced Integration: Improved system integration capabilities, enabling smoother operations and data flow
• Rapid Adoption: Achieved rapid adoption of the new solutions, ensuring that the organization could quickly benefit from the transformation

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