Case study · Service 03 · Strategic sourcing & solution selection
Selecting enterprise finance technology for a multi-company organization
Selecting a finance platform for a complex group of companies required more than comparing product features. The engagement translated needs across eight subsidiaries into a common requirements baseline, identified ways to reduce manual work, and created a defensible process for testing vendor claims and commercial terms.
Led or supported by the founder. Sensitive client details are anonymized.
- Setting
- Indigenous-owned development corporation
- Duration
- Eight-month selection engagement
- Scale
- Eight subsidiaries in scope
The engagement
From complexity to an actionable path.
The work was structured around the organization’s operating context, existing constraints, and the decisions leaders and delivery teams needed to make. The scope and deliverables reflect the work performed.
Workstreams
What was delivered
Work products built for decisions and delivery.
- 01
Functional and non-functional requirements across core finance processes
- 02
Interface and reporting requirements for new and existing environments
- 03
Prioritized process improvements including workflow, electronic signatures, budgeting, and forecasting
- 04
Comparative analysis of seven enterprise finance platforms
- 05
Demonstration scenarios, evaluation scorecards, and assessor guidance
- 06
Implementation plan and observations supporting contract negotiation
Outcomes
What the work enabled.
- Established a common, organization-wide basis for evaluating finance solutions.
- Made operational efficiency, information access, and integration part of the selection decision.
- Improved transparency and discipline through structured demonstrations, scoring, and due diligence.
What decision or transformation is in front of you?
Share the context, the challenge, or simply where you need greater clarity. We’ll start with a focused conversation.