Running Parallel ERP & EPM Selections for Efficiency
The challenge: A leading asset manager needed to modernise both its ERP and EPM platforms – but lacked the bandwidth to manage two major selections simultaneously.
What we did: Led a dual-track supplier selection process for ERP (Oracle NetSuite) and EPM (CCH Tagetik), streamlining stakeholder input and aligning timelines to reduce internal disruption.
The result: A successful, coordinated selection process and a clearer path to implementation – with strong buy-in across finance and operations.