Selecting and Implementing the Right Financial System: An Advisory Perspective
For many organisations, selecting and implementing a financial system can either unlock efficiency or create long-term complexity. Success lies not in the system itself, but in choosing the right fit — and executing the implementation with care.
At Advisory, we help clients navigate this process with clarity, structure, and cross-functional insight.
How We Support System Selection
1. Strategic Shortlisting
Rather than relying on brand familiarity, we help clients identify suitable financial platforms based on company size, industry, functionality, and growth needs.
2. Cross-Functional Input
We engage key stakeholders across finance, operations, HR, IT, and executive teams to define requirements and ensure the solution aligns across departments.
3. Structured Vendor Evaluation
We coordinate vendor RFPs, scorecard-based assessments, and data-informed demos that reflect the client’s real-world workflows — not just a polished sales pitch.
Preparing for Implementation
1. Data Readiness
We assist with data validation and cleanup well before implementation begins to avoid costly delays and reporting inaccuracies.
2. Hierarchy & Dimension Design
Our advisors work closely with clients to define financial structures (e.g. cost centres, legal entities, GL codes) that are scalable, auditable, and compliant.
3. Change Management & Training
We ensure teams are properly trained through hands-on sessions, internal champions, and self-paced materials — fostering confident adoption across the business.
Driving Long-Term Value
Selecting the right system is just the beginning. We help clients implement solutions that enhance reporting, streamline processes, and future-proof finance operations.
Because at Advisory, we don’t just manage system selections — we guide transformation.