Case Study 1: ERP System Rescue & Data Migration
When a catastrophic server failure paralyzed a manufacturing client, immediate and decisive action was required to restore financial operations.
Week 1: Crisis Point
Client suffers total server failure. Legacy ERP is inoperable with over a year of unprocessed financials and unsupported backups.
Weeks 1-4: System Rebuild & Data Recovery
Spearheaded the transition to a new Adagio ERP. Meticulously rebuilt 7 years of financial data from disparate files using advanced Excel modeling.
Week 8: Full Operations Restored
Full accounting operations restored. For the first time in over a year, the client had current, auditable financial statements, providing critical visibility to stakeholders.
Case Study 2: Payroll System Modernization
Two non-profit organizations were hampered by inefficient, paper-intensive payroll processes that were slow and prone to error.
The new cloud-based system dramatically reduced the time and effort required from the finance department.
Workload Reduction
The finance department's related workload was cut by over 40%, freeing up resources for strategic tasks.
Case Study 3: KPI Reporting Automation
A non-profit spent dozens of hours monthly preparing manual reports for government funders, a high-risk and inefficient process.
An automated reporting framework in Excel saved time and dramatically improved accuracy.
Case Study 4: Program-Level Budgeting
Program managers lacked visibility into their budgets, creating a disconnect between operational leaders and the finance department.
Centralized Finance
Finance department holds all budget data. Managers have limited visibility.
System Implementation
A new system with standardized templates and real-time variance analysis is introduced.
Empowered Leaders
Financial accountability shifts to program managers, enabling data-driven decisions.
Case Study 5: Paperless AP Workflow Modernization
A construction client's approval process was slow and inefficient, relying on passing physical invoices to remote managers.
2009
Implemented a fully digital AP workflow
- Dramatically reduced AP cycle time.
- Improved internal controls significantly.
- Provided a clear, accessible audit trail.