
I can help review your finance systems – whether you’re using a simple tool like Xero and a couple of spreadsheets, or whether you have a monster ERP that isn’t doing what you want.
And then I can help you improve what you have, or implement something new.
My background in finance systems implementation
Over the course of my career I have led many finance systems implementation projects. As well as accounting systems, I have also procured and installed several EPOS and property management systems.
My experience in leading these sorts of projects has been in medium sized organisations, (£5-10m turnover) but I have also worked on projects such as P2P implementation and shared services initiatives in much bigger organisations.
I’ve also worked on much smaller projects. For example, in a recent role for a small charity I reorganised the Xero chart of accounts so that it was much better equipped for charity reporting. I then built an automated management accounts model. This produced more accurate and much faster reporting than they had previously.
How I can help with your implementation project
I can add value at any stage of the project.
I can help you with an initial assessment of your use of business systems and what you might need going forward. And if I think that you don’t need an expensive system, I will say so!
If you do decide you want a new system, (or systems), I can work with your organisation to provide a specification. If you want further help, I can manage the selection process and produce a business case and other documentation.
I can project manage from start to finish and manage the supplier relationship. I also work on the change management side of these projects to ensure a successful implementation.
Why you should pick me to review your finance systems
I’m completely independent and not associated with any product at all. I’m objective about what I’ve used in the past, and I also keep an eye on the market for new products.
Perhaps most importantly though, I will not recommend a new system if I think you can get your existing systems to work better. See my post “Do you really need a new finance system” for more about my philosophy and approach.
If you like what you see, contact me now to discuss how I can help with your systems implementation project.
Jess is a great project manager. She led the very successful move to a new housing and accounts system for us at Second Step and expertly managed both the people and technical aspects of the project.
Richard Carling, Director of Finance and IT, Second Step
She has a good strategic understanding of the organisation and helped the team identify the key factors that would make the project successful. S
he managed the relationship with the suppliers very well, agreeing the specification, timetable and costs well in advance and raising issues in a coordinated way so they could be dealt with efficiently.
She also communicated well internally – keeping the housing and finance teams involved and informed, as well as directors via a steering group