PROCESS AND TECHNOLOGY EVALUATION

 

Background - We staff these consulting projects with our three Principal Partners and the senior Consultants at Strafford.  Clients repeatedly tell us they like the straightforward methodology we work to help them architect improvements to financial process and systems.

 

High Level Steps in our Process –

     Review of Existing Process & Systems

     Iterative Design of New Process

     Evaluation Framework Workshop

     Technology & Vendor Review

     Scripted Demonstrations

     Decision Matrix

     Project Planning

 

Results - Change management in any organization can always be a difficult process.  In our process, clients save time endlessly discussing what they thought they heard/saw from a vendor so they can discuss the facts and debate the pros/cons of various options.  This is truly a straightforward process.

 

Relevant Engagements - These are just a few examples of the many projects which we have completed in this area:

     Database Marketing Agency

     Human Services Organization

     High Tech Manufacturer

     Medical Products Firm

     Mutual Fund Leader Streamlines BI Tools

     Office Products Manufacturer

     Wealth Management Firm

 

Other Practice Areas - The other areas we practice include:

     Improvements to Consolidation and Financial Reporting

     Improvements to Budgeting & Forecasting

     Reporting & Analytics Work

Why Clients Choose Us

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