THE CHALLENGE
-
Years of calculations and rules lived inside the reports themselves
-
Each report worked out profit, revenue and hours in its own way
-
Some data had no clear home in the new system. This included job completion, invoice aging, and revenue timing
-
No single guide showed where old data would land in the new system
WHAT WE DID
-
Mapped each key piece of old data to its new home and listed data that didn’t match
-
Agreed one way to count each key figure. Each data set got one agreed source
-
Rebuilt the main finance reports one by one in Power BI, testing with finance along the way
-
Coordinated finance, both IT teams, the data team and outside consultants as the central point
THE RESULT
-
Reports rebuilt, tested and signed off, with no loss of business logic
-
Mapping and migration documentation used by every team involved
-
One trusted, standardized way to calculate key financial measures
-
Gaps identified early and resolved before they could disrupt the business
ENGAGEMENT
Migration: finance report move and rebuild
TIMELINE
2 months
STAKEHOLDERS
Finance and the IT teams for both systems
TECHNOLOGY
PeopleSoft
Oracle Fusion
Power BI
IN THE CLIENT'S WORDS
[Client quote pending approval — Todd. Preferred attribution: CIO or equivalent. The quote should speak to the clarity the assessment gave them and what it let them decide.]
Related Links
ADVISORY
Three weeks to turn an inherited platform into business decisions
Mass catering and logistics business, United States. Newly separated from its European parent.
TRANSFORMATION
One week of manual reporting, cut to one hour
Manufacturer of recycled materials business in North America. Multi-site, growing by acquisition.
MIGRATION
How finance moved to new system and kept its trust in the numbers
Vegetation management and utility infrastructure services contractor, United States. 34,000+ employees.
Moving your finance reports to a new system?
We rebuild and test your reports with finance, so the numbers hold up after go-live. Book an introductory call, and we’ll show you how we’d approach your move.