Service Line 04
Finance-led support for ERP evaluation, process design, implementation oversight, reporting requirements and post-implementation financial control.
What This Covers
An ERP implementation affects accounting, approvals, inventory, billing, reporting and management control. Selecting software before defining finance processes and reporting requirements can result in a technically functional system that still fails to provide reliable management information.
We act as a client-side finance adviser during ERP evaluation and implementation. Our role may include requirements assessment, process mapping, finance SOPs, reporting design, implementation oversight, testing and post-implementation review. Technical configuration, customisation and system integration are performed by the selected software or implementation partner unless otherwise specifically agreed.
What's Included
Review of the current finance environment before software selection or implementation.
Definition of what the finance function requires the system to do.
Structured comparison of shortlisted ERP solutions from a finance perspective.
Documentation of the financial workflows that the ERP must support.
Client-side monitoring of finance-related implementation activities.
Finance support for validating migrated data and system output.
Definition of management information to be generated from the ERP.
Assessment after go-live to identify gaps in data, controls and reporting.
Who This Is For
This service is intended for businesses where ERP decisions require finance leadership in addition to technical implementation.
Companies comparing software options and requiring a structured finance and reporting assessment.
Companies that need finance processes, controls and reporting requirements defined before configuration.
Organisations with incomplete reporting, unreliable data, process gaps or poor adoption after implementation.
Businesses moving beyond basic accounting software as transaction volumes, locations and reporting complexity increase.
Typical Deliverables
Depending upon the scope, the engagement may produce:
Our Approach
The engagement focuses on protecting the client's finance, reporting and control requirements throughout the implementation.
Requirements are defined from the business and finance user's perspective.
Processes, controls and reports are clarified before they are built into the system.
The selected implementation partner remains responsible for technical configuration and system delivery.
Critical balances, workflows and reports are reviewed after implementation.
How It Works
We review the present systems, processes, controls and reporting gaps.
Functional requirements are documented and shortlisted solutions are assessed where required.
Finance processes, testing, migration and issues are monitored with the internal team and implementation partner.
System output, controls and reporting are reviewed and corrective actions are identified.
Frequently Asked
Our primary role is finance-led advisory and client-side implementation oversight. Technical configuration, customisation and implementation are undertaken by the selected ERP or technology partner. Any separate professional role or commercial relationship relevant to the engagement will be disclosed and agreed with the client.
Yes. We can compare shortlisted products against finance, reporting, control, scalability and implementation requirements.
Yes. Finance-related SOPs and process maps can be developed as part of readiness or implementation support.
Yes. A post-implementation review can assess data, reconciliations, controls, workflows, reporting and user adoption.
Not under this service. Specialist cybersecurity, coding, infrastructure and penetration-testing work requires appropriately qualified technology professionals.
Important Information
ERP advisory is limited to the agreed finance, process, reporting and implementation-oversight scope. Software configuration, custom development, integration, cybersecurity and technical performance remain the responsibility of the selected technology provider or other appropriately qualified specialist.
Get in Touch
Discuss the current systems, reporting gaps and implementation stage before finalising the scope.