Unlock your profit potential
through Strategic Financial Leadership

How we do it

We start by understanding your business strategy and direction. Your finance platform needs to support where you are going.

We are focused on both the big picture and the small details. We can collaborate to uncover powerful solutions - and develop comprehensive plans to implement them.

We understand how tough it can be to balance day-to-day business activity while simultaneously managing change. We work with you to develop realistic targets.

Along the way we often break down barriers and silos, and create an enterprise wide perspective, enabling sustainable change.

We communicate a lot. We love results.

Whether introducing a new strategic financial service, or collaborating to create a department transformation program, we use a scalable project and change management approach that delivers results.

A typical project includes:

Diagnosis

  • Assess current state
  • Identify and analyze gaps and opportunities

Design

  • Design Future State and success metrics
  • High level implementation plan

Delivery

  • Create detailed project plan
  • Execute
More details...
Diagnosis

What we do

  • Orientation and needs identification
  • Assess current state
  • Identify gaps and related opportunities
  • Prioritization based on effort reward and pinpoint quick wins

What you get

  • Report outlining organizational requirements, current state finance functionality, gaps and opportunities, and immediate quick wins.
Design

What we do

  • Collaborative design of desired state
  • Clear success statement and articulation of goals, metrics, and benefits
  • High level implementation plan
  • Feedback and sign off

What you get

  • Report outlining desired state with clear success statement, goals and metrics
  • A high level implementation plan
  • Approval and sign off
Delivery

What we do

  • Assign project management and team resources as required. Establish accountability.
  • Create detailed project plan with timelines and milestones
  • Create alignment and incentive strategies to support success.
  • Execution of the project plan including ongoing communication, problem solving, and assessing progress against plan.

What you get

  • Implementation of desired state and realization of related benefits.