The Challenge
Carlisle, a leading UK Facilities Management business, required third-party advisors to undertake a full review of their Financial and Operational systems estate.
New-in-post CFO Guy Phillips discovered that he had inherited an out-of-date & poorly configured suite of finance systems which obviously needed immediate replacement.
Carlisle did not believe that they had the in-house knowledge or experience of tackling a scenario like this alone and so looked to partner with an external 3rd party with such capability.
Solution
Org was engaged to review and assess Carlisle’s current entire systems estate and to articulate the inefficiencies in the current processes, systems and data flows in order to develop a future plan for resolving them as part of implementing a new suite of financial systems.
Initially Org provided a high-level review of the entire systems estate and financial processes, the outputs of which included:
- Articulation of process flaws in the key operational system
- Highlighted a lack of an overall systems strategy
- A catalogue of the constraints of the current finance system configuration and associated processes
- Summary of the cultural risks & challenges associated with financial transformation
- An RFP document used to control the systems and partner selection process
- Delivery of a package work plan for the delivery of the finance transformation project
- Provide support & governance throughout the project
The Impact
- Increased the initial scope of project beyond that of the implementation of a finance system to include those systems and data sources that directly impacted the finance systems.
- Developed a strategy to address those operational issues that would have otherwise limited the quality of data being processed by the new system.
- Worked with the business to develop an all-encompassing finance & operational systems strategy.
- A configuration of the new finance system capable of meeting all the operational & reporting needs of the business.
“We initially engaged Org to review our finance system. Through their approach we realised a full review of our systems estate was required to achieve the best outcome. With Dave’s support we were able to bring all stakeholders on the journey.”
– Guy Phillips, Chief Finance Officer, Carlisle
