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ERP Business Systems and Process Consulting for fast growing and evolving organizations
We focus on creating seamless integration and balance between your People, Policies, Procedures, and Enterprise Resource Planning (ERP) systems to help companies improve operating efficiency and reporting capability while reducing costs.
ABOUT US
We help clients grow their business
We understand the importance of having access to well-timed financial, management, and project data . Our consultants engage with staff, managers, and executives to help understand, identify, and document your processing and reporting requirements. We leverage our years of experience operating and implementating business applications across numerous industries to aid in the effective development of process workflows and procedures supported by automated system controls to ensure management has access to the relevant metrics that are needed to make informed decisions.
why choose us
Our Benefits
cross-trained experts who work for you
Our experienced consultants are carefully selected based upon their multi-faceted skillsets honed through years of operational management and implementing industry best practices and solutions.
Solution agnostic
It's not the "SYSTEM". It really is "YOU". Assessing, understanding, and identifying YOUR unique business processing and reporting requirements is the only way to decide which solution, or combination of systems and processes is right for your organization.
Competitive pricing
'Big Four' and 'Top Consulting Firm' professional experience at local community small to mid-sized consulting firm prices.
OUR METHODOLOGY and APPROACH
Comprehensive business life-cycle support and solutions for organizations across a variety of industries
business systems consulting
- We provide innovative, cost-effective services designed to help you assess and capture your business utilization requirements, organize and leverage these same requirements to objectively identify, evaluate, and select the appropriate ERP system.
business process outsourcing
Full service recurring transaction processing support including but not limited to master data management, source document data capture and input, posting, and processing through the month-end production of interim financial statements and reports.
business operations consulting
Successful organizations require more than systems and reports. Practical guidance, access to process documentation, and training is essential to maintaining a productive environment for your most important resource (PEOPLE) to thrive.
Contact us to learn how any of our services could benefit your organization
transaction processing
Recurring periodic transaction processing support including but not limited to the capture of data and documents which lead to the production of interim financial statements.
payroll processing
Using third-party vendor software tools, we are able to eliminate the internal burden of payroll tax filing and reporting while ensuring employees are paid in a timely manner.
human resources
Employee record maintenance, onboarding, benefits and performance management are essential to attracting and maintaining competitive and loyal employees.
budget and Planning
We develop automated templates based upon your operating and managerial reporting requirements which can be used to capture and measure against the company’’s actual performance.
earned value
Leveraging the guidelines in ANSI/EIA Standard 748 and industry tools to ensure objective measurement of schedule, cost performance, and the actual work performed.
business intelligence
Standard and/or customized business report writing support tailored to meet specific reporting requirements based upon your unique services, products, or industry.
approval workflow
Microsoft Power Automate, RPA, and other tools are used to increase productivity and process flow approvals, thereby replacing tedious routing and notification activities of both documents and paperwork.
policy and procedure
Automatically capturing and maintaining documentation of policies and procedures are essential components towards ensuring regulatory compliance and operational training while minimizing business risks.
change management
We utilize a structured approach, tools, and industry best methodologies to ensure potential changes for managing people and your organization are effectively integrated to achieve the desired future state.
Recent Engagements
ERP Business Systems Consulting
Provided ERP business systems consulting services focused on the functional and application sustaining activities for various business applications including Enterprise Resource Planning (ERP), Enterprise Application Integration (EAI), and Data Warehouse/Enterprise Reporting. Daily communication, advisory, and planning activities included working both with executive leadership including C-suite, directors, and governance council and with operational teams including user groups, functional managers, development teams, and project teams. Directly responsible for driving the strategy and approach associated with ERP evaluation and selection, future state Business Systems design, and optimization of business applications. Also responsible for providing advisory guidance and support to the procurement team for content and requirements needed to develop the vendor Request For Proposals (RFP’s) for purposes of selection, design, and acquisition of an ERP system and System Integration/Implementation Team. Resulted in the selection of Deltek’s Costpoint SaaS solution.
ERP Program Management and Implementation
Managed the transition (pre- and post- acquisition) from multiple legacy accounting and job cost systems to the new business applications recently acquired from Deltek, Ultimate, and Concur. Led the effort to identify, select, and negotiate the acquisition of Deltek Costpoint, Ultimate Human Resources, and Concur Travel SaaS licenses prior to the implementation effort. Developed the overall project budget including but not limited to the planning and hiring of the entire project resource team. As the overall Project Manager and Costpoint subject matter resource, also provided daily project management, functional knowledge support, guidance, and development towards the project plan, system design, configuration, data migration, process, and transaction testing across all applications through “Go-Live”.
ERP Systems and Operating Model Design
Assisted leadership and key personnel with a complete financial operating and reporting model, redesign, consolidation, upgrade, and transition of 25+ entities into a single reporting instance of Deltek Costpoint ‘On-Premise’. Designed both the functional and technical approach including the identification of the companies’ new cost accounting model, financial and accounting reporting requirements, and led the effort to determine if ‘on-premise’ versus ‘SaaS’ was the best option for the organization. As the overall Project Manager and Costpoint subject matter resource, provided daily project management, functional knowledge support, guidance, and advisory services to help delivery more efficient processes and methodologies for budget and planning, processing, reporting, and onsite technical management of the Deltek Costpoint product suite.
ERP Systems and Tools
Just some of business systems and tools we support
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Our team is here to help!
Contact us using your preferred method from the options shown below.
We look forward to getting to know you and your organization.