System Selection and Implementation – NetSuite

2017-02-08T23:41:17+00:002016|

Background: This large multi-national investment management firm’s financial system was no longer being supported by the software vendor, so it was imperative to migrate to a new financial system quickly to mitigate risk. In addition, its financial reporting requirements had evolved significantly, so they needed to improve their accounting processes.

ERP Upgrade – PeopleSoft – Financials, HR and Supply Chain

2017-02-08T23:41:18+00:002016|

Background: With the concurrent upgrade of its human resources, financials and supply chain ERP system (PeopleSoft), CTS Impact provided operational expertise in finance & accounting, supply chain and HR with specific PeopleSoft implementation and user experience throughout the entire life-cycle of the upgrade to perform the following:

Software Design & Implementation – SAP and Hyperion HFM

2017-02-08T23:41:18+00:002016|

Background: To facilitate a transformation of financial processes, this CTS Impact client selected a new ERP system (SAP) and a business intelligence reporting tool (Hyperion HFM) to support its future business requirements.  Due to the complex nature of the project, this CTS client needed an IT Project Manager who had in-depth knowledge of such tools, as well as financial processes.

Budget Process Support and Training – Hyperion HFM

2017-02-08T23:41:18+00:002016|

Background: With the recent migration to a new financial planning tool (Hyperion HFM), this prestigious higher education institution was preparing for its first annual budget cycle using the new system. In a highly de-centralized environment, each of its 35 departments and academic units were performing the budget process differently. Given the roll-out of a new planning system, these processes needed to be standardized in order to utilize the system in an efficient manner.

Human Resources System Selection and Implementation – UltiPro

2017-02-08T23:41:18+00:002016|

Background: This large multi-national investment management firm had numerous disparate Human Resources software solutions which were not fully integrated, which led to inefficiencies and errors. Moreover, its Payroll system was not tied to the Human Resources system. As a result, the client’s goal was to implement one system to meet all of its payroll and human resources requirements.

Human Resources System and Process Design & Implementation

2017-02-08T23:41:18+00:002016|

Background: Given this large university system’s decision to convert to a new Human Resources system (Workday HCM), detail business processes needed to be analyzed as part of the new system configuration. In addition, the Provost’s office needed to validate their specific business requirements related to faculty and other academic appointments were being met in the design of the new system.

Commission System Implementation and Process Re-Design

2017-02-08T23:41:18+00:002016|

Background: As part of its migration to a shared services environment, this CTS Impact client was centralizing its worldwide Commissions function, including a new software tool.   Previously, several different software applications were in use supporting various business units, and with disparate business processes with varying degrees of complexity.

CRM Process and System Design and Implementation – SalesLogix

2017-02-08T23:41:18+00:002016|

Background: In order to manage its customer relationships from inception through deal close, this CTS Impact client selected an automated CRM tool, SAGE SalesLogix to manage its data.  However, the client’s Project Management Office (PMO) was resource-constrained, and lacked specific real estate industry expertise critical to the implementation of this tool.