CFO Technology - Advisory Services

World-class organizations integrate finance and accounting with innovative technology

Align your people, business areas, technologies and processes to a unified strategy.

have different areas of your organization deployed isolated technologies over time?

This can lead to a chaotic and disconnected technology environment.

A technology strategy will guide your choices to modernize and build a connected enterprise

You are faced with endless options for modern cloud solutions, a disconnect between departmental needs and constantly shifting technology trends.

A technology strategy can maximize the value of your limited time and resources to build a connected enterprise.

Our Advisory team remains independent from solution and vendor bias and their only focus is your success! 

Develop a winning and connected strategy that will guide how you engage each technology decision.

Our team will bring relevant and diverse experience to your engagement

Our senior consultants were previously employees of global technology vendors including IBM, Oracle and Deltek where they led advisory engagements with Fortune 500 companies, albeit at much higher rates.

We combine this vendor side experience with functional consultants who previously led finance and accounting teams at enterprise operations.

Data, systems and processes can grow organically over time and become chaotic to manage

Develop change management goals across process, people and technology.

Extend the value of your existing systems

Align different departments to the same analytics strategy

Simplify your technology portfolio

Remove redundant systems

Prioritize initiatives based on time to value and ROI

Develop business cases

Optimize your technology architecture and data flow

Pinpoint training gaps

Modernize your Finance, Accounting and Reporting systems

Apply best practices to your processes

Support your digital transformation

Expand automation

What to expect as a result of an Advisory Engagement

Executive Presentation

Detailed Findings Report

Architecture Blueprint

Initiatives Roadmap

Gap analysis