FINANCIAL SYSTEMS
Leverage our financial systems consultants to achieve your goals.
Our financial systems consultants provide third-party perspective and expertise to enterprises that want to implement better technology or improve their usage of existing systems.
There is no easy choice, no one-size-fits-all solution.
And with so many options — from SaaS to on-premise, general or industry-specific packages, fully integrated enterprise systems to highly specialized transaction-type specific software — it’s no wonder that organizations wrestle with dozens of questions as they navigate the decision-making process in systems selection, during implementation and post go-live.
Some of the things we do:
- Readiness Assessment
- Enterprise Needs Assessment
- Project Management of Implementation of Cloud-Based and On-Premise Financial Systems, which includes:
- Thoroughly evaluating and documenting the “As-Is” and “To-Be” states
- Defining user requirements
- Employing a methodical, systematic, and well-documented systems selection process, overseeing scheduling and content for multiple rounds of product demos for ERP, CPM/EPM, and other bolt-on reporting and analytical tools
- Negotiating service level agreements with integrators and software firms
- Project management of the implementation, ensuring accountability and adherence to schedules by external integrators, the software firm, and internal client participants
- Facilitating user acceptance testing
- Providing user training
- Offering post go-live “Hyper Care” support as needed
Tools We Work With:
- ERP Software – Oracle Netsuite, Oracle Fusion, Oracle JD Edwards, Oracle Peoplesoft, Microsoft Dynamics, Acumatica, Infor, Lawson, Sage, InsightSoftware, QuickBooks, Epicor, Deltek, Xero
- Budgeting/Planning and Consolitation – Hyperion, SAP BPC, Cognos, SAP BusinessObjects
- EPM – Anaplan, Adaptive Insights, Planful, Vena, Oracle EPM
- Close Management – FloQast, Blackline, Trintech, Tipalti
- SEC/Financial Reporting – Workiva, Toppan, ActiveDisclosure
- Time and Expense/Procurement/Invoicing – Concur, ChromeRiver, Expensify, Coupa, Vroozi
- Business Intelligence (BI) Tools – Tableau, Qlik, Alteryx, MicroStrategy
- Report Writers – Crystal Reports, Smart View, Excel4apps
- Research Tools – Capital IQ, Nielsen, Bloomberg, Wonder, Frost and Sullivan
- SEC/Financial Reporting – Workiva, Toppan, ActiveDisclosure
- CRM – Salesforce, Netsuite, Dynamics, SAP, Oracle, Hubspot, BPMOnline, Zoho, Copper, Sugar, Infor, Pivotal, Base, Leadmaster, Velocity
- E-Commerce – Shopify, Magento
- Data Room Software – DatasteOne, IntraLinks, Venue, Box, Dropbox, Sharepoint
- Capitalization Table Management and Options (Equity) – Carta, Shareworks, Capshare, Certent, E-Trade
- Human Resources (HR) – PeopleSoft, Paychex, Workday, ADP, UltiPro, OpenAir, Netsuite
- Billing Software – Quora, Suitebilling, Aria, Chargebee, Bill.com
- Tax Software – Avalara, Sovos
- Rights Management – Mediamorph, Rightsline, FilmTrack
- Revenue Recognition – Softrax, Suora (REVPRO)
- Contracts Management – Docusign, eBrevia, Icertis
- Leasing – Lucernex, Lease Accelerator
- Real Estate – Yardi, MRI, Argus, Realplace, Backshop
- Project Management – Jira, Microsoft Project
Financial Systems Insights and Resources
Get unique perspective from our Financial Systems Consulting team.
Strategic Finance Restructuring: Building Transparency and Results
This case study illustrates a finance restructuring success, emphasizing clear roles, monthly reporting, and proactive measures, resulting in improved transparency, optimized cash flow, and significant expense reduction post-divestiture upheaval.
February 5
Case Study: Unlocking Success in Ad Tech with Expert ERP Implementation Consultants
8020 Consulting’s expert ERP implementation consultants drive strategic change, unlock efficiency, and ensure ASC 842 compliance, leading to long-term success for an Ad Tech company.
January 12
Streamlining Operations: A Planful Success Story in Manufacturing and Engineering
Discover how 8020 Consulting transformed a $200 million manufacturing client’s financial reporting with Planful, delivering accurate reports in just two months.
January 5
Financial Modeling for Mixed-Use Retail and Residential Development
In this article, well delve into mixed-use development, examining disparities between retail and residential components and their impact on the financial model.
November 3