ASSESSING & PLANNING FOR NEW SOLUTIONS
- Mapping existing systems and business processes which will be impacted by new systems
- Identifying and documenting workflows
- Helping the vendor ERP implementation team understand your firm’s unique operations
- Collaborating with business analysts to define business users’ requirements
- Liaising between IT team,vendors, and business stakeholders
TURNAROUND & TRANSITION MANAGEMENT
- Evaluating organizational infrastructure capacity for change
- Assessing cost structure and operating environments to identify potential improvements
- Planning and building operational capacity
- Planning and implementing post-merger integration
- Planning operational impact of reorganizations, successions, and transitions
- Financial recovery planning, budgeting, and management
- Business resumption and continuity planning
- Employee and customer impact planning and management
- Rescuing de-railed projects
DEVELOPING OPERATIONAL CONSISTENCY & CONTINUITY
- Developing policy & procedure frameworks to address operational processes, internal control structure, and financial accounting requirements
- Assessing operations for implementation of CRM, eCommerce and enterprise resource planning
- Identifying technology and workflow alternatives
- Business process mapping of “as-is” operations for implementation planning of cloud-based applications, migration to ERP systems, internal control reviews, and audit planning
- Evaluating impact of IT and organizational changes to customers, operations, and staff
- Tactical planning for IT and organizational changes impacting customers, operations, and staff
IMPROVING OPERATIONAL INTEGRATION & REVENUE RECOGNITION
- Reviewing revenue recognition processes and procedures
- Diagramming business processes for core processes
- Identifying opportunities for improved procedures, internal controls, and work flows inside and outside of systems used for CRM, eCommerce, and ERP
- Defining and deploying new procedures and work practices
IPO & SOX READINESS
- Developing policy & procedure frameworks for operations, internal controls, financial accounting standards (FASB), and SEC requirements
- IT/General Controls/Data Center/CoBIT
- Corporate accounting
- Accounts Payable
- Accounts Receivable
- Fixed/Intangible
- Reporting
- Business process mapping for improving operations, migration planning, internal control reviews, and audit planning
- Documenting system/user configuration guidelines, processes, and procedures for accounting systems and secondary systems to ERP systems
- (Oracle, SAP, NetSuite)
- Assessing and remediation of revenue recognition operational process problems
- Evaluating segregation of duties
- End-user/validation testing
- Business continuity planning