CFO Advisory

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Leveraging Benchmarks and Maturity Models for Enablement

person_13647Our engagements with hundreds of clients across various industries have helped us gain expertise in implementing Enterprise Performance Management (EPM) and Business Analytics solutions. This experience has also allowed us to observe their Finance and IT organization’s processes, systems and people. Our consultants, skilled mostly within the area of finance and many with MBA’s, observe how our clients’ Finance, Accounting and IT processes work, how they solve business problems, how they leverage technology, and how they successfully complete related initiatives. These areas include everything from rolling forecasts, GAAP and IFRS reporting, close cycle optimization, IPO preparation, tax provisioning, predictive modeling, and profitability analysis, to name a few. Whether Fortune 500 or Mid-size, emerging or maturing, we have witnessed what these Finance and IT organizations do well and where they can improve compared to other companies and competitors.

These unique insights have been documented and collected and used to create industry benchmarks and maturity models and are a part of our Advisory Services practice. However, we don’t just ‘collect’ and provide cookie cutter prepackaged answers to our clients. Instead, our Advisory Services offer this collective information, as well as a very interactive, engaging discussion between ADI and our client Finance and IT organizations. Our approach allows us to completely understand our clients’ unique business challenges and thereby help them:

  • Assess existing business processes and evaluate where technology can best be utilized to optimize and streamline these processes
  • Evaluate the change management impact of process re-engineering, including preparation of technology implementation
  • Develop a detailed EPM and BI technology Enablement Roadmap including current state, future state analysis

Our EPM and BI Enablement Roadmaps include:

  • Maturity Model Progress Plan
  • Technical Hardware Blueprint
  • Phased Technology Implementation Plan
  • Change Management and Adoption Pan
  • Risk Factors and Mitigation Plans

Contact us to learn more about how ADI Strategies can help your organization.