HFMA (Healthcare Financial Management Association), the UK’s professional body for healthcare finance, was considering a finance transformation programme, including the implementation of a new accounting system.
As a charity, any investment in transformation needed to be carefully justified and demonstrate clear value. Limited visibility of a clear way forward made it difficult to determine the most appropriate solution. Critically, there was a significant risk of moving prematurely into system selection or implementation without fully understanding the challenges that could impact the success of the transformation.
HFMA initially approached Org for guidance on how to progress but required a structured approach to de-risk their decision-making and ensure any investment would deliver meaningful outcomes.
Based on HFMA’s objectives, Org recommended an independent assessment of their systems landscape, data foundations, process inefficiencies, and organisational capability to inform the right transformation approach.
Org recommended conducting an Enterprise Assessment to provide HFMA with a comprehensive and structured understanding of their current finance environment and readiness for transformation. The Enterprise Assessment is a critical advisory-led intervention designed to de-risk the transformation before any technology decisions were made.
Unlike traditional “phase zero” approaches conducted by system integrators or technology vendors, the Enterprise Assessment provided a holistic view across systems and organisational capability.
A core outcome of the assessment was providing decision clarity, enabling HFMA to understand not just what needed to change, but how and when to approach it in a controlled and low-risk manner.
Org worked collaboratively with the client to clearly articulate the value of this approach. By demonstrating how the assessment would reduce risk, improve decision-making, and inform future system selection, Org built the confidence required to proceed.
Org carried out a detailed Enterprise Assessment, which included:
Practical guidance on how to approach the accounting system implementation
The engagement involved close collaboration with stakeholders across the organisation to capture insights into current processes and challenges, ensuring a holistic view of the operating environment.
Following the assessment, Org supported HFMA through a Search and Select process, using the insights gathered to:
This ultimately led to the selection of Microsoft Dynamics 365 Business Central as the preferred platform to support HFMA’s future finance operations.
The Enterprise Assessment provided HFMA with the clarity and confidence required to move forward with their finance transformation programme in a structured and informed way.
More importantly, it enabled HFMA to avoid potentially costly missteps by ensuring that key risks, gaps, and dependencies were identified and addressed before entering system selection and implementation.
Key outcomes included:
A key differentiator throughout the engagement was Org’s ability to combine technical expertise with clear communication. Complex concepts were translated into accessible insights for both technical and non-technical stakeholders, helping to align the organisation around a shared transformation vision. Continuity of advisory support also played a critical role, with a consistent senior advisor guiding the client from initial discussions through delivery.
