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.

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
Sales Capacity Models: A Deep Dive into Mastering Growth
All businesses set revenue targets as a common practice. However, the real challenge lies in understanding what it takes to meet those targets. This is where the concept of Sales Capacity Modeling comes into play.
September 22
How to Improve Forecast Accuracy
Drawing from more than two decades of experience in corporate finance, much of which was devoted to refining processes for generating precise forecasts, I’ve distilled key insights that have not only elevated forecasting accuracy, but also saved substantial time and effort along the way.
August 24
Selecting a system with the flexibility to scale alongside your company is one key factor to consider. When the company grows, acquires companies or creates new revenue streams, the needs will change, and the system will need to adapt accordingly.
July 20