A client needed to revamp its business processes and accounting system to support its fast growth. We managed all phases of the project, including understanding current processes and user needs, system selection, business requirements gathering, system design, system testing, process documentation, end-user training, and post-live support.
As part of the implementation, we evaluated and designed the integration between the client’s ERP, CRM and banking systems to minimize manual procedures. We worked closely with the client and system integrators to ensure all parties understood the business requirements then executed the implementation plan for a successful, on-schedule launch. We also optimized the client’s business processes based on the new system requirements and capabilities including design of internal controls and checks and balances.
In addition to the complexity of integrating different systems, the client also completed an acquisition of a international subsidiary just two months prior to the ERP launch date. We designed an interim accounting solution and helped the client to complete its first consolidation in both the old and new systems.
During this integration, our team worked on immediate accounting priorities while the management team determined its long-term personnel needs. For the subsidiary, we designed the order-to-cash, procure-to-pay and month-end close processes to meet corporate monthly reporting deadlines.