Select systems that elevate your finance function

Step 1: Requirements gathering like you’ve never experienced 

Dividing your business into process owners, our consultants run workshops designed to understand, in fine detail, the processes that make up your business. During these workshops we discuss: 

• What activities and processes you are currently using your systems for 
• What challenges and pain points you have with your systems 
• What ideal or future requirements you have.  

Using a proven methodology, we then document and prioritise your goals and present these to you giving you full visibility of what your core requirements are across multiple business functions. 

Step 2: Shortlisting best-in-class solutions

Based on your prioritised list of requirements (often 300+), our technology specialists analyse the market to shortlist three vendors we know can fulfil your requirements and meet our high standards. 

Our consultants will then create a comprehensive request for proposal (RFP) that gives all the vital context a vendor requires to give you a high degree of accuracy for your implementation, when it comes to: 

• Investment level 
• Timeline 
• Functionality 
• Flexibility. 

Step 3: Selection process that is truly objective 

Our selection process relies on objectivity focused on your needs as well as your overarching business goals.  

The survey we have designed re-engineers the demo process from being a sales tool for software vendors into a reliable and quantifiable selection method. 

Each process owner is given a survey with which to score each system based on the demo and their specific requirements. Our consultants collate this into a scorecard so your project lead can objectively assess which vendor is best suited to your business.