Systems that match how finance really works
ERP alignment, data hygiene, and workflow design—so your teams spend less time fighting tools and more time on decisions.
Diagnosis & service tiers
Choose how deeply we embed with your stack—from health checks to roadmaps that stick.
Basic
Health check
- Current-state process map
- System inventory & risk notes
- Quick-win backlog (10 items)
- Readout workshop
Upgrade
Design & pilot
What you get more. Pilot configuration, test scripts, and cutover checklist for one priority workflow.
- Everything in Basic
- Target operating model (TOM)
- Integration touchpoint map
- Role & permission matrix draft
- Hypercare window (2 weeks)
Plus
Program delivery
What you get more. Multi-wave roadmap, steering cadence, and vendor coordination for complex estates.
- Everything in Upgrade
- Multi-entity rollout plan
- Data migration cutover strategy
- Control design aligned to SOX-lite
- Quarterly optimization reviews
Custom requirements
Scope built around your situation
Best for. Complex needs, multi-entity operations, or non-standard workflows.
- Discovery call & requirement mapping
- Custom proposal & engagement plan
- Dedicated delivery lead
- Flexible SLA options
Compare plans in detail
See how deliverables, coverage, and service levels differ across tiers—including bespoke engagements.
| Feature | Basic | Upgrade | Plus | Custom |
|---|---|---|---|---|
| Program depth | ||||
| Process coverage | Single function | End-to-end pilot | Enterprise program | Cross-functional transformation |
| ERP / tool scope | Read-only review | 1 workflow live | Multi-module | Vendor-managed rollout |
| Quality & risk | ||||
| Data governance | — | Foundational | Full framework | Enterprise data office alignment |
| Testing & cutover | — | Pilot | Full cutover | Parallel run & hypercare |
| Governance | ||||
| Steering & reporting | — | Bi-weekly | Weekly + exec deck | Steering committee & PMO |
*Scope subject to engagement letter. **SLAs vary by tier and jurisdiction. Custom column describes typical bespoke arrangements.