Spend more time influencing business decisions.
Less time preparing reports and processing transactions.

Finance Transformation

Traditional finance functions, are being challenged by a faster moving macro-economic environment, increasing opportunities from data driven insights and the reality of disruptive forces.

The modern Finance function need to become part of the value-creation process, providing strategic advisory leveraging insight from data. This requires a shift from hindsight to foresight and a move towards dynamic and real time compared to static and rigid.

Key attributes of a modern finance function

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Efficient

Lean back-office delivering accurate information faster

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Reduce cost

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Improve productivity

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Speed up information

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Improve compliance

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Navigators

Provide the right people with the right information at the right time

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Self service analytics

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Data visualisation

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Predictive insight and foresight

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Scenario Planning

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Connected

Utilise knowledge, data and relationships to influence decisions

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Understand business drivers

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Market knowledge

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Strong relationships

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Storytelling skills

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Agile

Plan for different outcomes and identify potential problems early

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Adaptive capacity

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Business Resilience

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Leading indicators

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Take the right risks

Underpinned by

Process excellence

Intelligent Automation

Quality Data

Analytics platform

Growth mindset

Upskill the team

Our finance transformation services

Quartus Gain can help you with parts or with the end-end transformation from strategy to implementation.

Automation assessment

“I want to know which of my processes can be automated and what are the benefits”

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Main drivers for automation

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Prioritisation framework

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Opportunity assessment

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Size the prize

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Identify the right tools for the job

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Select the right process for a PILOT

Automation start-up

“I want you to run my automation program and lay the foundation to scale”

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Automation assessment

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PILOT

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Implementation

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Ongoing management and support

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Training

Finance optimisation

“Help me identify, quantify and prioritise use cases to modernise”

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Vision, Strategy, goals and objectives

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Cost and performance benchmark

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Identify pain points and process improvements

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System improvements opportunities

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List, quantify and prioritise continues improvement projects and strategic initiatives

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Roadmap

Analytics & dashboards

“Help me unlock our data to provide insight which influence decisions”

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Information strategy

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Data strategy

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Analytics platform or dashboard implementation

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Ongoing support

Finance transformation

“Help me position finance as a strategic partner in our business”

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Align finance purpose with business goals

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Cost and performance benchmark

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Holistic as-is assessment

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Target operating model

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Benefit analysis and priority assessment

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Roadmap and business case

Special projects

We can help you with specific finance projects such as,

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Lean finance process improvements

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Workflow optimisation

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Improve working capital

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Streamline month-end close

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Agile planning

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Identify pain points and recommend solutions

Unlock cost savings whilst improving service

Automate your finance operation and standard reporting without changing your information systems. Reduce your spend whilst gaining the flexibility to divert resources where they deliver the highest value.

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Cost

Reduced cost up to 50% through automation, Self-service analytics and planning software

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Agility

Free resources to focus on value adding activities enabling you to rapidly redeploy resources where needed most

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Compliance

Improve business process quality, transparency and compliance to minimise risk inherited in the process

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Speed

Provide the business with accurate information at the right time enabling managers to make fact-based decisions with confidence

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Value

Become a profit center by influencing the direction of the business through fact-based analytics

Create Capacity to Build Capability

We use lean principles and the latest digital technologies to streamline and automate manual and repetitive finance processes. Enabling you to reduce your cost and free up capacity to fund the investments required to build the capabilities finance need to support the business in the 21st century.

Purpose

Start by understanding the purpose of your finance function within the wider organisation to help you create a path that is aligned with the overall objectives of the business.

Process

Streamline, standardise and simplify processes, then apply digital technologies to achieve end-to-end automation delivering lower cost, higher accuracy and improved cycle times.

People

Empower your team with the right skills, mindset and structure through which they can support and guide the business.

Data

Embed data analytics in your process to provide the business with the right information at the right time enabling you to make confident, data-driven decisions, faster.

Technology

Get the best out of the technology you have in place today, then bridge the gaps through our network of experts and partners.

Our Approach

We realise every finance function has unique challenges, operates on different technology and is at a different stage during their transformation journey. Therefore, we do not have a one size fits all approach. Instead, we put you, the client, right at the heart of our business. This approach guides us to develop solutions that improve our customers experience and results.

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Discover

During the first phase we listen, ask questions and do assessments. Using the five pillars of finance which consist of people, process, systems, data and culture we form a holistic view of your current situation and clear picture of where you would like to be in the future.
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Design

Based on the discovery phase, we begin by designing innovative solutions to bridge the gap, whilst keeping you in the loop through workshops and playback sessions.
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Deliver

From the agreed target operating model, we produce a detailed plan, business case and a roadmap that will make your vision a reality.
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Deploy

We then work alongside your team and in conjunction with our network of partners to implement the solution, with only one objective: maximise the value from your investment.

Start your transformation journey today?