ERP · Finance transformation

Fix the finance process while you change the system.

Technology does not solve a forecast nobody owns, a close that does not reconcile or reporting that arrives too late. We combine finance-process design with ERP implementation support so system changes improve how the business is actually managed.

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Transformation starts with decisions and data flows

We map the finance processes that matter—close, forecasting, project reporting, indirect rates, revenue, cash and management reporting—then define how systems, controls and ownership should support them.

The goal is not more automation for its own sake. It is fewer reconciliations, clearer data lineage, faster decisions and a finance operating model that scales.

Typical scope

Current-state finance process assessment
Future-state process and responsibility design
ERP finance requirements
Reporting and KPI architecture
Data and reconciliation controls
Implementation governance support
Testing and cutover finance plans
Post-go-live operating cadence

Questions

Common questions about the scope.

Do we need to be replacing our ERP?

No. Transformation can focus on improving processes and reporting within the current system environment.

Can you work with an implementation partner?

Yes. The role can be to represent finance requirements and operating outcomes alongside a technical integrator.

Is Costpoint supported?

Yes. There is a dedicated finance-side Costpoint implementation service for contractors using or moving to Deltek Costpoint.

Next step

Bring the decision, deadline or number you do not trust.

You do not need to diagnose the engagement before reaching out. A short description of the problem is enough to start.

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