Project Management
For over 30 years, Pearce Ross has successfully managed and delivered financial software implementation, upgrade and development projects.
Our experience includes Infor SunSystems, General Ledger, Procure-to-Pay (P2P), Fixed Asset and Liability Registers, financial reporting, data migration and integration with other business systems.
We understand that a successful financial systems project is about much more than implementing software. It requires a clear understanding of the organisation, its business processes, its people and the information it needs to manage its business effectively.
Practical Project Management
Our approach is practical and focused on delivering the required business outcomes.
We work with clients to establish clear objectives, define the scope of the project and identify the activities required to achieve those objectives. We then provide the structure and oversight needed to keep the project moving forward, while dealing with issues as they arise.
Our experience enables us to work effectively with finance, IT, procurement and operational teams, as well as software suppliers and other third-party providers.
This helps ensure that the technical solution remains aligned with the business requirements throughout the project.
Financial Software Implementation and Upgrades
We have extensive experience managing projects involving the implementation and upgrading of financial systems, including:
- Infor SunSystems implementations and upgrades
- General Ledger
- Procure-to-Pay (P2P)
- Fixed Asset Registers
- Liability Registers
- Financial reporting and analytics
- Data migration and conversion
- Integration with other business systems
Projects can involve replacing an existing system, upgrading an established installation, introducing additional functionality or improving the way existing systems are used.
Whatever the objective, careful planning and project control are essential to achieving a successful outcome.
Managing Data and System Integration
Financial systems rarely operate in isolation. They often need to exchange information with procurement systems, housing management systems, supplier platforms, payroll systems, asset management applications and other business solutions.
We have considerable experience managing projects where data migration and system integration are critical components.
This includes planning data conversion, defining data requirements, coordinating technical activities, testing interfaces, reconciling results and ensuring that users have confidence in the information being produced.
Our experience with financial systems means that we understand not only the technical requirements of moving data between systems, but also the importance of maintaining the integrity and auditability of financial information.
Keeping Projects Under Control
A well-managed project needs clear responsibilities, realistic timescales and regular communication.
We help clients establish:
- Clear project objectives and deliverables
- Defined responsibilities and ownership
- Realistic project plans and milestones
- Risk and issue management
- Data migration and testing plans
- User acceptance testing
- Communication between business and technical teams
- Progress reporting
- Controlled implementation and transition into live operation
Good project management provides the structure needed to identify problems early and address them before they become major issues.
Working With Your Team
We don't believe that successful project management means simply producing plans and reports.
Our role is to work alongside your people, understand the challenges they face and help bring together the different areas of expertise required to deliver the project.
This can involve working with finance and accounting teams, IT departments, procurement teams, software suppliers, developers and other third-party providers.
Our long experience of financial systems allows us to act as a bridge between the business and technical sides of a project, helping everyone maintain a common understanding of what needs to be achieved.
Delivering the Business Outcome
Ultimately, a project is successful when the resulting system works for the organisation.
That means delivering more than a technical implementation. The system needs to support the organisation's processes, provide reliable information, integrate effectively with other systems and be understood by the people who use it.
With over 30 years' experience in financial systems consultancy and project delivery, Pearce Ross brings practical knowledge, technical understanding and a focus on achieving the right outcome for the client.