Choose your ERP or DMS without putting the month-end close on hold.
I take care of process analysis, the requirements catalogue and the vendor comparison, so your finance team can stay focused on day-to-day business and the decision is still well founded.
Request an initial callView servicesWhat matters most to you?
Move the sliders. Three sample systems are re-scored. Depending on the weighting, a different one wins.
Illustrative values, not real products. In a project, the criteria and weighting are defined together with your departments.
are not unusual in mid-sized companies before the actual implementation even begins.
It's time that's missing, not ideas.
Interviews with departments, process analysis, requirements catalogue, demos, business case, decision meetings. This work is usually done by people who are also handling closings, reporting and teams.
The result: the project gets postponed, or the decision is made on gut feeling after the first three demos.
What I take off your plate
- Process and data analysis
- Map finance, accounting and document processes, make weaknesses and automation potential visible, check the data foundation.
- Requirements and evaluation catalogue
- Gather requirements from the departments, prioritise them and structure them so that vendors become comparable.
- Vendor and demo management
- Shortlisting based on defined criteria, preparing and moderating demos, asking the right questions.
- Decision paper
- A transparent evaluation for management and departments, including value for money and acceptance by future users.
- Sparring and support
- Moderating workshops, supporting finance teams during resource shortages, discussions at eye level with management and project leads.
How a selection project works
- Questions before solutionsWhy do we do it this way, what problem are we solving, would we set it up the same way today?
- Map processes and dataCurrent state, friction losses, master data, interfaces.
- Define requirementsA prioritised catalogue, aligned between finance, departments, IT and management.
- Compare vendorsShortlist, demos and evaluation based on your actual requirements.
- DecideA basis for the decision meeting and, if you wish, support through to implementation.
At your side beyond software selection, too
Independent, hands-on, familiar with day-to-day business
I have been working in finance for more than ten years, with roles in audit and accounting and in a leadership position in real estate and private equity. I know month-end close, reporting, year-end closing and audits from my own work, and I know how little room is left there for transformation projects.
I have been directly involved in several ERP and DMS system migrations, with all the problems, workarounds and the solutions that came with them. I don't sell software and I'm not tied to any vendor. My goal is not the "best" system, but the one that fits your processes, your team and your goals.
I support selected projects in accounting and transformation, with flexible scheduling that suits your company.