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The enterprise solutions included Ramco ERP fpr their financials and a legacy homegrown solution for the HCM function. Limited integration and interoperability as a result of in process, configuration gaps, had led to limited visibility into financial data, and inaccurate revenue recognition. Stakeholders lacked a accurate and 360 degree view of metrics, KPI’s profitability at various levels, impacting strategic decision-making. 

Problem areas and Opportunities identified 

Fragmented Systems: Heterogeneous, on-premises, and siloed systems posed integration challenges between ERP and HCM. 

Data Visibility and Accuracy: Manual reconciliation and lack of streamlined processes led to inadequate financial data visibility and inaccurate revenue recognition. 

Profitability Predictability: Complexities in predicting profitability at service or contract levels hindered growth strategies. 

Operational Inefficiencies: Laborious statutory and management pack generation drained resources and time. 

Alignment and Governance: Lack of alignment between Finance and HR operations required a robust governance structure


Integration Optimization and Vendor Selection

Collaborated with stakeholders to optimize processes and select suitable vendors to bridge ERP and HCM gaps. Key roles: Process implementers, design reviewers, implementation partners for new entity integration. 

Oracle Fusion Implementation for Governance

Deployed Oracle Fusion to streamline governance, enhancing visibility into financial data. Key roles: Process reviewers, coordinators, Quarkcube platform implementers for Analytics. 

Finance & HR Alignment

Aligned Finance and HR operations to ensure coherence and synergy in processes. Key role: Finance & HR Ops alignment specialists

Pricing Model Optimization and CRM Alignment

Optimized pricing models and aligned CRM strategies with the Projects module for better profitability forecasting. Key roles: CRM architects, pricing model optimization specialists

Streamlined Approval Workflows

Established end-to-end governance, streamlined approval workflows, reducing inefficiencies in statutory and management pack generation. Key roles: Governance structure establishers, coordination with tech teams. 

Role-Based Invoicing Implementation

Implemented role-based invoicing to enhance accuracy in revenue recognition. Key roles: Implementation partners, key process reviewers for integration. 

Overall Process Review and Alignment

Conducted a comprehensive review of processes to align EBITA and Margin, enhancing financial insights. Key roles: Process reviewers, optimization specialists for pricing models


The strategic implementation of solutions brought about a transformative shift in the company's landscape: 

Improved operational synergy and efficiency through integrated systems. 

Enhanced visibility and accuracy in financial data, empowering informed decision-making. 

Strengthened profitability predictions and strategic planning capabilities

Streamlined workflows and reduced resource-draining processes

Established robust governance structures, aligning Finance and HR operations for cohesive performance


This case study showcases how a strategic overhaul of systems, alignment of operations, and implementation of robust governance structures which led to a transformative journey for client. By addressing specific challenges through strategic solutions and dedicated roles, the company achieved a unified operational landscape, fostering efficiency, accuracy, and strategic foresight

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