Major National Charity - Finance Function Review & Transition Planning

Our Client

A major national charity organised regionally and operating from many project level sites.

Our Brief

We were asked to assist our client to undertake a fundamental review of the operation of its finance function across the country. Finance employs more than 100 staff operating across the head office, regional centres and in its projects. This followed a project in which we helped them to define their business requirements for a new integrated financial system and was driven by their desire to derive maximum payback from their software investment by re-designing all their financial processes and pushing out processing from the centre to the regions and projects.

Our Approach

We were invited to participate in and advise the project board on the structure of the project and appropriate management of its risks. The key overall deliverable was to synchronise the implementation of the new software with the introduction of the radically improved financial processes and new organisational structure. The client required one major change; to a new finance function which incorporated new software and new processes.

We ran a series of focus groups and workshops, supplemented by individual interviews, to identify optimal processes and develop a new organisational structure, job descriptions and competencies. The project was designed to maximise the involvement of staff and to prepare them for the significant changes ahead.

We also delivered an implementation plan which identified the essential change management activities required to deliver the new, working finance function.

We presented our recommendations to senior management for approval and to all affected finance staff.

Our Achievements

We delivered to our client a complete map of how the finance function should operate nationally to make best use of the advanced functionality provided by its new systems, together with a fully detailed implementation plan to achieve the required result in a controlled manner which minimised the risks involved with a change of this magnitude.

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