Digital Finance · Tech stack
Clarity before you invest.
A complete picture of your systems, how they work together, and where they cost you time. Rounded off with a prioritised plan showing what to change first and what can wait.
The most expensive system is rarely the one you pay most for. It is the one that needs the most manual work around it.
Why
Over time, systems grow with the business: a new module here, a spreadsheet there, an integration no one remembers the reason for. The result is duplicated work, data that does not reconcile, and a close that takes longer than it should.
A review gives management a factual basis for decisions before money is spent on new solutions.
What you get.
- System mapAn overview of every system, module and integration in the finance function, and how data flows between them.
- Process reviewFrom invoice to payment, from order to receipt, from expense to posting: where the time goes and where errors arise.
- Data qualityWhere the figures do not match across systems, and what that means for reporting.
- Control and accessAccess management, segregation of duties and traceability, measured against the requirements for your finance function.
- CostsLicences, overlaps and features you pay for without using.
- Prioritised planConcrete recommendations, ranked by value and effort, with a realistic estimate of time and resources.
When it makes sense.
- Before a system changeYou are considering a new ERP or accounting system and want to know what it needs to solve.
- After growthThe business has grown faster than its systems, and the close takes too long.
- After an acquisitionSeveral companies, each with their own systems, need to come together in one finance function.
- New finance leadA new CFO or finance manager wants an independent view of the starting point.
A good plan starts with understanding what is already there.
How we work.
- ConversationWe clarify goals, constraints and the decisions the review should support.
- MappingWe review systems, set-up and data flows, and talk to the people who use them every day.
- AnalysisWe assess processes, controls, data quality and costs.
- PlanThe recommendations are brought together in a prioritised plan, ranked by value and effort.
- PresentationWe present the findings to management and are on hand for the next steps.
Independent
An assessment with no hidden agenda.
We are not tied to any vendor. Our only interest is that the recommendation holds up.
Sometimes the answer is a new system. Just as often, it is a better set-up of what you already have.
Questions.
How long does a review take?
It depends on the number of companies and systems. We agree scope and timeline with you before we start.
Who needs to be involved on our side?
Usually the finance manager and the people who work in the systems day to day. We plan so it takes as little of their time as possible.
Can we use the plan ourselves?
Yes. The plan is yours, and you can use it whether or not you choose us for the next steps.
What does it cost?
We agree scope and price with you before we start.
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