Industry
ERP for Financial Services
Controls a regulator will accept, without slowing the business down.
The problem
What usually breaks
Regulated finance carries reporting obligations that spreadsheets cannot defend, and manual controls that fail exactly when volumes grow.
After go-live
What you get instead
- Segregation of duties enforced by the system, not by policy documents
- Regulatory reporting generated from the ledger
- Full audit trail on every posting and approval
- Month-end close measured in days
Platform fit
What we usually deploy in financial services
Ranked by how often it is the right answer, not by what we would prefer to sell. The Select phase decides it properly, against your requirements.
How we deliver
Five phases. No surprises in month seven.
ERP projects rarely fail on software. They fail on scope that grows quietly, data nobody cleaned, a process no one mapped, and users who heard about the change three weeks before go-live. Our method exists to close those four gaps in order.
Open a phase to see what happens in it and what you get at the end.
Two to four weeks on site with the people who do the work. We document every process that will touch the new system, find the spreadsheets holding your operation together, and audit the state of your master data. You get a current-state map and a written scope you can hold us to.
What you get
Current-state process map
Data quality audit
Scoped requirements register
Indicative budget and timeline
Next step
Running financial services on spreadsheets and hope?
Thirty minutes, no pitch deck. Tell us where you are — mid-selection, mid-project, or recovering from one that stalled — and we will tell you what we would do.