Case Studies
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ERP Upgrade – JD Edwards – Financial Process Re-Design
Background: In tandem with its accounting migration into a shared services center, this CTS Impact client needed to upgrade its JD Edwards Enterprise One software system.
Human Resources System Selection and Implementation – UltiPro
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
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.
Business Intelligence – SAP BPC – Software Evaluation & Implementation
Background: To support its management reporting requirements, this CTS Impact client needed a user-friendly tool that could be implemented on an expedited basis across its worldwide business units.
Commission System Implementation and Process Re-Design
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
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.
IT Governance Policy Development and Compliance
Background: With over 850 business units globally, this de-centralized IT function needed to establish formal IT governance standards and guidelines as part of its Enterprise Risk Management program.
IT Security and PCI Compliance
Background: In a technology-centric operation, this CTS Impact client had identified significant internal control weaknesses which required disclosure in its annual report to the SEC. Due to the dynamic nature of the client’s environment, numerous applications, hardware, networks and other technical infrastructure were in place due in part to informal IT governance.
Disaster Recovery and Business Continuity Planning
Background: Although certain business practices were in place, this CTS Impact client lacked a formal disaster recovery program to manage its enterprise-wide risk. Once designed, the operational effectiveness of the controls needed to be evaluated.
Acquisition Integration – Business and Systems Integration
To further diversify its vast real estate portfolio, this CTS Impact client expanded into a new segment; hotels, via acquisition of 3 major portfolios within an 8-month period. With acquired hotel assets of over $2.5 billion, this client needed specific hotel accounting experience to manage this back office integration and standardization.
IPO-Readiness, Financial System Implementation, and Internal Audit
In the midst of unprecedented company growth, this global technology and social networking company’s reporting needs expanded in both complexity and volume. With multi-national operations in over 40 countries worldwide, a standardized and automated reporting tool was mission-critical to produce GAAP-basis consolidated financial statements.
Acquisition Integration
Background: This publicly-held international pharmaceutical company was experiencing very rapid growth through multiple significant acquisitions. Each acquisition maintained their accounting records on different financial system platforms, so the client needed to migrate these disparate systems to a standard platform (SAP).
Sale – Foreign Ownership – Integration
Background: With the announcement of its sale to a large, Europe-based public utility company, this CTS Impact client needed enhanced reporting and analysis to support its new ownership. Also, re-engineering of business processes was required to align with its new corporate parent standards.
Merger Integration and Process Standardization
Background: With the merger of 3 operating companies located across the U.S., this CTS Impact client needed to design and develop a standard back-office platform — business processes, policies & procedures, and systems, to support its integrated operations. In addition, the back-office was being centralized to a new headquarters location.
Interim Controller and ERP Project Manager – JD Edwards
Background: When the Controller resigned abruptly, CTS Impact stepped in on an interim basis to manage the year-end closing process, as well as to spearhead the financial systems project.