Strategy and Architecture

Our role

To support clients in driving forward their transformation in a controlled way from the outset.

Our value addition

We help build the bridge between finance and technology by aligning the Programme with business strategy and IT strategy and by putting in place the right design governance and roadmap.

Business Strategy Alignment

  • Business Case & Delivery Structure

  • Business Requirements & Analysis

  • Target Operating Model (TOM) and Business Architecture

IT Strategy & Architecture

  • Architecture Definition: Applications, Data, Infrastructure and Security

  • Transformation Roadmaps: Current State, Transition States and Target State

  • Design Authority Setup & Guidance

  • Design Principles definition

Programme Delivery Model

  • Programme Team Structure definition and/or reviews

  • Programme Plan definition and/or reviews

  • IFRS 17 Transition Planning

  • RFP and Vendor/SI Selection support

Design

Our role

To support clients in their End to End design, from Solution, Chart of Accounts and Process design to Proof of Concept’s and design governance.

Our value addition

Our proforma Chart of Accounts and industry Use Cases with worked examples speed up the design process, moving clients safely and quickly into Implementation.

E2E Business Process Design & Design Governance

  • TOM & Process design

  • E2E Use Cases

  • Risks & Controls design

  • Key Design Decisions (KDDs) with options and costs

  • Design Authority co-ordination

Chart of Accounts (CoA) & Ledger Design

  • Global EPM and ERP CoA design

  • Statutory/Regulatory
         – IFRS 17
         – IFRS 9
         – Solvency II

  • GL and sub-ledger design
         – Multi-GAAP
         – Accounting Rules
         – Data Models
         – Extended ref. data
         – Sub-ledgers

  • Consolidation and Disclosure
         – Data Models
         – Reporting design
         – Controls

Proof of Concept (PoC) and Solution Design

  • IFRS 17 and/or IFRS 9 PoCs

  • EPM and ERP application modules design

  • E2E Master Data and Data Model (Stat & Reg) design

Implementation

Our role

To ensure that what has been designed is what gets built and tested, and that users are prepared for their role in testing and using the new systems and processes.

Our value add

Our extensive delivery, process and data experience allows us to really help clients to avoid the pitfalls that are often experienced in this key phase.

Implementation
Delivery & Oversight

  • Integration delivery & oversight

  • Data Migration delivery & oversight

  • Reporting delivery & oversight

Business Delivery & Oversight

  • SOP documentation reviews

  • Business Training documentation reviews

Testing Delivery & Oversight

  • System Testing Delivery & oversight

  • Integration Testing delivery & oversight

  • Data Migration testing delivery & oversight

Design Validation & Governance

  • Stage-gate and CR reviews

  • Ongoing Design Authority coordination

  • Ongoing Programme Plan review/s

Change Management

Our role

To help clients to understand, accept and transition to their transformed environment.

Our value add

Our business Use Cases provide a great framework for User Acceptance Testing, and our deep experience of Dry Runs, Data Migration and Cutover Planning & Execution provide our clients with the confidence to safely choose to go-live.

Acceptance Testing Oversight

  • UAT and OAT oversight

  • Data Migration testing delivery oversight

Transition and Cutover Oversight

  • Cutover oversight: Live data migration, training, and dress rehearsals

  • IFRS 17 Transition oversight: Dry run and parallel run with IFRS 4

  • Go-Live facilitation

Warranty Period and BAU Reviews

  • Post Go-Live reviews

  • BAU support readiness reviews

  • Training effectiveness reviews

  • Period-end process effectiveness reviews

  • Benefits Realisation reviews