Financial Transformation & ERP Systems
System implementations, ERP migrations, and process redesign that modernize financial operations across Oracle, SAP, Workday, Sage Intacct, and 20+ platforms.
Modernize Your Financial Operations
Organizations outgrow legacy systems. Mergers create incompatible platforms. New regulatory requirements demand capabilities your current technology cannot yet deliver. When financial transformation becomes necessary, you need specialists who understand both the technical implementation and the accounting requirements.
We don't just configure software—we redesign processes, migrate data, train staff, and ensure the new system delivers the compliance capabilities and management insights your organization requires. Our deep understanding of financial system architecture enables rapid proficiency across platforms, and we transfer that knowledge to your team so they can operate independently.
Explore Transformation Services
ERP Implementation
We manage full-cycle implementations from requirements gathering through go-live and post-implementation support for public sector and nonprofit clients.
System Migration
We convert legacy systems, migrate data, and conduct parallel testing that ensures continuity of operations. We preserve historical data integrity while enabling modern capabilities.
Process Redesign
We optimize workflows and enhance internal controls that leverage new system capabilities. We redesign processes to eliminate inefficiencies and strengthen compliance.
Integration Services
We develop APIs, configure middleware, and integrate systems that connect financial platforms with HR, grants management, and operational systems.
Chart of Accounts Design
We optimize account structures for fund accounting, grant tracking, and multi-entity consolidation. We design structures that support both compliance reporting and management analysis.
Training & Documentation
We provide comprehensive staff training and procedure documentation that ensures your team can operate independently after implementation. We build internal capability, not dependency.
Platforms We Support
Our team has implementation and optimization experience across the financial platforms most commonly used by government, nonprofit, healthcare, and insurance organizations.
Enterprise Platforms
Oracle PeopleSoft & NetSuite, SAP, Microsoft Dynamics, Workday Government Cloud, CGI Advantage
Mid-Market Solutions
Sage Intacct, MIP & MAS 500, Deltek Costpoint, AccuFund, Blackbaud Financial Edge, Central Square (IFAS)
Healthcare & Insurance
Oracle Health (Cerner), Epic, MEDITECH, Sapiens, specialized billing and claims systems
Grants & Compliance
Grants.gov, SAM.gov, eCivis, Submittable, Automated Standard Application for Payments (ASAP), other federal, state, and private reporting systems
Explore Other Services
Fractional CFO & Controller
We provide executive-level financial leadership without full-time overhead.
Find out more →Crisis Intervention & Rapid Response
We provide emergency financial leadership when controllers depart or audits reveal material weaknesses.
Find out more →Grant Compliance & Optimization
We perform federal grant accounting, ensure 2 CFR Part 200 compliance, and develop cost allocation methodologies.
Find out more →Data Science & Analytics
We transform financial data into strategic intelligence with predictive modeling and dashboard development.
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