CLOUDVICE ERP Engagement

Financial Services Customer in GA – ERP Transformation with CLOUDVICE

Business Challenge

A top financial services client in Georgia faced significant challenges with their legacy ERP structure. They needed to add a new legal entity to their legacy ERP structure, update chart of account values, revise account hierarchies, and update FRS reports. Additionally, they had not utilized new ERP features or undergone any updates in the past three years.

Our Achievements

CLOUDVICE stepped in to help the client add a new legal entity to their legacy structure and updated the necessary chart of account values. Our team revised the account hierarchy within the chart of account structures and updated the FRS reports to align with these changes. Furthermore, we analyzed their current system usage and suggested improvements, ensuring they fully leveraged the new features and updates from the past three years.

Results

  • Integrated a new legal entity into the legacy structure.
  • Updated chart of account values and hierarchies.
  • Revised FRS reports to reflect updated hierarchies.
  • Ensured the ERP system is up to date for future growth