Technology Consulting: Financial Services – Full Lifecycle Cloud Transformation

Supported full lifecycle (planning, design, development, and implementation) of a global Oracle ERP & EPM Cloud Implementation and Agile Transformation across Finance.

Business Challenge

A leading global asset management company utilized an on-premise, core financials and procurement system to manage and produce financials. The software required ongoing investment while providing no new capabilities, innovation, or return on investment. Additionally, it increased tech debt which is not aligned to their tech strategy, and ultimately augmented the risk profile for the organization. Furthermore, Finance executed numerous manual processes lacking optimization, and the organization had not executed an Agile program before.


The program was initiated to improve effective reporting and insights, streamline processes, enable automation, increase the quality and reliability of data, mitigate risk, and modernize technology infrastructure. Our team provided vendor evaluation (including software and systems integrator selection and onboarding), business case and governance guidance, and implementation support mobilizing a 300+ person global implementation team utilizing Agile methodology.

  • Other benefits provided included:Led change management activities to ensure adoption and knowledge transfer.
  • Supported the design, develop, testing and cutover for 15 product squads.
  • Acted as independent advisor to evaluate progress and readiness across program.