Insurance & Others
Global Statutory Reporting Digital Transformation
Case: Deployed and Implemented Global Statutory Reporting transformation
Industry: Insurance
Listed: Global Index 100
Project size: Global
Value size: Millions $
Complexity Level: Medium
Systems: Workiva, SAP and Others unstructured systems
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Project Objective
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To enable the digital Global Statutory Reporting and fully automation
Scope of Delivery
Digital Global Statutory Reporting Transformation:
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Alignment phase - to align the scope of work, objectives and deliverables
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Discovery phase - to understand the current process, data structures and system
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Design phase - to design templates from the client's requirements by using Wdesk
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Build phase - to design system configurations and connections by using Wdata and System Connectivity
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Enable phase - to provide systems build handover, and training
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Go Live - to pass the implementation onto the client and follow up the BAU scope
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Digital Global Statutory Reporting template:
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Advised and designed Chart of Accounts
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Advised on upcoming data streams for automation
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Advised and designed on template GAAP or Bridge Report design
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Advised and designed on standalone and consolidated templates
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Advised and automated the templates with different languages
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Delivered:
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Delivered global templates setting up
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Delivered Wdata build
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Delivered system connectivity
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Delivered Process, People and Technology training
Working Capital
Case: Working Capital Advisory
Industry: Legal
Listed: FTSE100
Project size: Global
Value size: Millions $
Complexity Level: Medium
Systems: N/A
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Project Objective
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Reduction DSO to improve Working Capital
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Fin Op Model Transformation
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Process Improvement and Optimisation
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Change Management
Scope of Delivery
Working Capital and Op Model Transformation
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To reduce a significant shift of DSO to improve working capital
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To deliver Op Model Design and Transformation
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To deliver the global process improvement and optimisation
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To deliver culture change
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Implementation Process
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Designed and build the DSO process
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Rolled out the DSO process
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Conducted training and enforce best practice governance
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Designed Op Finance Model
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Transformed the Op Finance Model
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Performed diagnosis for the current process for being not optimised
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Prepared analysis report with gaps and pain points from the current process
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Proposed a new way of working to achieve process improvement and optimisation
Delivered:
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Reduced DSO for working capital
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Implemented the new Fin Op Model
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Updated the process utilisation and optimisation
Finance Strategy and Due Diligence
Case: Finance Strategy and Process Due Diligence
Industry: Aerospace & Defense
Listed: FTSE100
Project size: Global
Value size: Millions $
Complexity Level: Medium
Systems: N/A
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Project Objective
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Finance Due Diligence
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Finance Maturity Process Assessment and Benchmarking
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Finance Services Catalogue and Roadmap
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Change Management
Scope of Delivery
Finance Strategy and Process Due Diligence
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Finance process pain points,
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Finance Maturity Assessment and Benchmarking
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Roadmap for implementation
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Implementation Process
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Deep dive areas of finance: R2R, P2P, OTC, Procurement, Interco
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Provide process solutioning for short term, medium term and long term
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Design implementation road map with services catalogue
Delivered:
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Processes - areas of improvement
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Processes - solutioning
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Processes - road map
