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Transform Your Enterprise

Connected finance, tax, ERP, data and people systems that work as one

Your core business systems were bought separately, and now every process crosses a boundary none of them was designed for.

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What we deliver

  • Current-state map of systems, integrations and manual handoffs, with owners
  • Master data model naming the authoritative system for each entity
  • Integration layer with contracts, retries, idempotency and monitoring
  • Tax determination and e-invoicing wired into transaction flows
  • Modelled reporting layer answering cross-system questions
  • Reconciliation jobs with break reporting instead of manual matching

Common challenges

What tends to go wrong

These are the failure patterns we see most often in this situation — and what our approach is designed to avoid.

  • Every system holds a different version of the truth

    The ERP, the finance ledger and the data warehouse each describe the same entity slightly differently. Reconciling them becomes a monthly project rather than a background job.

  • Integration was done point to point

    Each connection was built when it was needed, by whoever was available. There are now dozens, nobody owns them, and a change to one system breaks something nobody predicted.

  • Compliance work is manual and late

    Tax determination, e-invoicing and statutory reporting depend on spreadsheets assembled after the fact, which means errors are found by auditors rather than by systems.

  • Close takes longer every quarter

    Month-end depends on people knowing which report to pull from where. That knowledge is not written down, and it does not scale with headcount or entities.

  • Reporting cannot answer cross-system questions

    Questions that span finance and operations — margin by customer, cost to serve, working capital by entity — require someone to build a one-off extract every time.

Recommended approach

How we would run it

  • Map the estate before proposing anything

    Every system, every integration, every manual step between them, and who depends on each. Most estates contain connections nobody currently owns; those are found first, not discovered mid-migration.

  • Agree the master data model

    Which system is authoritative for customers, vendors, products, cost centres and the chart of accounts — decided explicitly rather than by whichever integration ran last.

  • Replace point-to-point with an integration layer

    Connections move behind one layer with contracts, retries, idempotency and monitoring, so a change to one system stops being an unpredictable change to five others.

  • Build compliance into the transaction, not after it

    Tax determination, e-invoicing and audit evidence happen as the transaction is created, so statutory reporting is a query rather than a reconstruction.

  • Sequence by business risk

    Nothing changes during close or year-end. Each phase is independently valuable and independently reversible, so the programme can pause without leaving you mid-migration.

Systems in scope

What we connect, and what we build with

The platforms below are the ones we meet most often in each area. We integrate what you already run wherever that is the right answer, and say so when it is not.

  • Finance

    The ledger, close process and the reporting that depends on both — with reconciliation automated rather than assembled by hand each month.

    • Automated reconciliation with break reporting by exception
    • Close checklists driven by system state, not tribal knowledge
    • Multi-entity and multi-currency consolidation
    • Revenue recognition aligned to the contract model

    Commonly used here

    • SAP S/4HANA
    • Oracle NetSuite
    • Oracle Fusion
    • Microsoft Dynamics 365 Finance
    • Workday Financials
    • BlackLine
    • Coupa
    • Stripe

  • Tax & compliance

    Determination and reporting handled as the transaction happens, so statutory filing is a query against existing records rather than a reconstruction.

    • Tax determined at transaction time, not in a month-end spreadsheet
    • E-invoicing and clearance integrated with the relevant tax authority
    • Jurisdiction rules maintained by a provider rather than by your team
    • Audit evidence retained with the transaction that produced it

    Commonly used here

    • Avalara
    • Vertex
    • Thomson Reuters ONESOURCE
    • Sovos
    • GSTN e-invoicing (IRP)
    • ClearTax
    • Peppol

  • ERP

    The operational core — procure to pay, order to cash, inventory and manufacturing — extended where the business genuinely differs from the package.

    • Extensions built outside the core so upgrades stay possible
    • Approval and exception workflows matching how the business runs
    • Clean interfaces to finance and data rather than direct table access
    • Migration from legacy modules without a coordinated cutover

    Commonly used here

    • SAP S/4HANA
    • Oracle NetSuite
    • Microsoft Dynamics 365
    • Oracle Fusion Cloud ERP
    • Infor
    • Odoo

  • Data & analytics

    A modelled warehouse with tested transformations, so two teams asking the same question get the same number.

    • Metric definitions in version control, not in a dashboard
    • Tested transformations with freshness and quality monitoring
    • Cross-system questions answerable without a one-off extract
    • Change data capture instead of nightly full exports

    Commonly used here

    • Snowflake
    • BigQuery
    • Databricks
    • dbt
    • Airflow
    • Fivetran
    • Debezium
    • Power BI
    • Looker
    • Tableau

  • Integrations

    One layer replacing the point-to-point connections, with contracts, retries and monitoring so a failure delays work rather than losing it.

    • Typed contracts between systems, versioned and documented
    • Idempotent processing with retries and dead-letter handling
    • Partner exchange over EDI, API and file, monitored the same way
    • A dashboard an operations owner can read without an engineer

    Commonly used here

    • MuleSoft
    • Dell Boomi
    • Workato
    • Azure Logic Apps
    • Apache Kafka
    • Temporal
    • REST and GraphQL
    • EDI (EDIFACT, X12)

  • People systems

    HR, identity and access joined to the rest of the estate, so joiners, movers and leavers propagate automatically instead of by ticket.

    • Joiner, mover and leaver flows provisioning access automatically
    • Single sign-on and SCIM across the application estate
    • Org and cost-centre data shared with finance and ERP
    • Access reviews evidenced from system records

    Commonly used here

    • Workday HCM
    • SAP SuccessFactors
    • Darwinbox
    • Keka
    • BambooHR
    • Okta
    • Microsoft Entra ID
    • SCIM

Deliverables

What you receive

  • Current-state map of systems, integrations and manual handoffs, with owners
  • Master data model naming the authoritative system for each entity
  • Integration layer with contracts, retries, idempotency and monitoring
  • Tax determination and e-invoicing wired into transaction flows
  • Modelled reporting layer answering cross-system questions
  • Reconciliation jobs with break reporting instead of manual matching
  • Runbooks, audit evidence and enablement for your in-house team

Enterprise operating layer

Systems of record stay where they are. The integration and data layers between them become owned, contracted and observable rather than incidental.

  1. Systems of recordERP, finance, HR — authoritative per entity
  2. Integration layerContracts, retries, idempotency, monitoring
  3. Tax servicesDetermination and e-invoicing at transaction time
  4. Event streamChange data capture across the estate
  5. Modelled warehouseTested transformations, versioned metrics
  6. IdentitySSO, SCIM and access evidence

Delivery roadmap

The sequence of work

  1. Phase 1 — Estate assessment

    Systems, integrations, manual handoffs and owners documented, with a risk-ranked findings list.

  2. Phase 2 — Master data model

    Authoritative system agreed per entity, with a reconciliation plan for the disagreements that already exist.

  3. Phase 3 — Integration layer

    Point-to-point connections migrated behind contracts, highest-risk first, each independently reversible.

  4. Phase 4 — Compliance in the flow

    Tax determination, e-invoicing and audit evidence moved into transaction processing.

  5. Phase 5 — Reporting layer

    Modelled warehouse and versioned metrics replacing one-off extracts.

  6. Phase 6 — Handover

    Runbooks, monitoring and enablement so your team owns the estate rather than depending on us.

Indicative timeline

Roughly how long this takes

Indicative only. Timings assume reasonable availability for decisions and access to the systems involved — we confirm a specific plan after discovery.

Indicative timeline for Transform Your Enterprise, with a note on what affects each phase
PhaseIndicative durationWhat affects it
Estate assessmentAbout 3–6 weeksScales with the number of systems and how much is documented today
Integration layerTypically 3–6 monthsDriven by connection count and the quality of the APIs involved
Compliance and reportingTypically 2–4 monthsDepends on jurisdictions in scope and provider selection

Engagement model

How this work is usually structured

Company-managed delivery pod, usually alongside a client-side programme owner, moving to team extension as your in-house capability grows.

Compare engagement models

Related

Where to go next

Questions

Transform Your Enterprise — questions we are asked

Usually not, and we will say so plainly when that is the case. Most of the pain in a fragmented estate comes from what sits between systems rather than from the systems themselves. Replacing an ERP is the most expensive and disruptive option available, and it should be a last resort, not a starting assumption.

Other situations

Transform Your Enterprise

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