OTC Business Systems Consultant

With over 20 years experience implementing, enhancing and supporting automated OTC systems around the globe, our OTC Financial Business Systems Consultant will lead your project to successful completion and beyond. This role encompasses expertise in Project Management, Reporting, Business Analysis, System Analysis and Support.

Responsibilities include and are not limited to:

• Serve as point-of-contact related to project, budget, technology, testing and troubleshooting

• Work with Stakeholders, IT, Transformation Office, Business Partners, Key Users, and Third-Party Vendors to improve operational efficiency and relay business requirements

• Assist with setup, configuration, validation, and reporting requirements

• Identify, communicate and mitigate project risks

• Document and report project deliverables

• Troubleshoot technical issues requiring cross-module integration

• Transform operations to shared service centers

If you’re considering a new Order-to-Cash management system, upgrading or enhancing your current system, or your current project has gone astray, don’t delay and contact us today.

KEY BENIFITS

Increase Cash Flow

Reduce Past Due A/R

Increase Staff Productivity

Decrease Disputes

Gain Financial Visibility

Boost Consumer Relations

Professional Services

Manufacturing

Consumer Packaged
Goods

Financial Services

Energy

Transport & Logistics

Value Added Service

We ensure our value by:

Becoming the liaison between all parties involved
Mitigating known GAPS upfront based on past experiences
Ensuring all project members are available and engaged at the precise times
Speeding up the internal process
Cutting expenses while increasing quality
Managing and challenging billed hours where necessary
Promoting change and adoption within your organization

Projected Savings (%)

Leverage Our Services To Save Time and Money

Project Completion Comparison (%)

Project Overview

Business Case Assessment

We start by reviewing the business case, requirements, proposals, budgets, and timeline considerations and provide our expert recommendations. It is critical that we are involved in this process as early as possible. It is best to discuss all considerations with us prior to entering into any contracts with third party vendors.

Planning Session

The Planning Session is focused upon building the proper infrastructure for a successful software implementation. Implementation success requires proper planning and organizational readiness. The Project Kickoff meeting and the workshop sessions that are part of the Project Kickoff Meeting.

Tasks:

Project Kick-off Meeting
Project Planning Workshop
Information Technology Requirements/System Infrastructure Workshop

Deliverables:

Project Plan will be jointly agreed to, and outline the project scope and planned schedule. This will serve as the master project management document for the project managers.
Bi-Weekly Project Status Report is the report for the Project Teams that will track by phase a summary level of budget, project status, and potential risk. This document will also serve as a basis for project status meetings held internally with management to see that quality assurance checkpoints are met for approval in order to move the project to the next phase.
Project Workbook is the repository document for all of the configuration settings. This document may be used to help record the future configuration business settings based on the optimization review recommendations.

Quality Checkpoints:

Approved Project Plan outlining
Project timelines, Project scope,
Project Resources

System Analysis and Design

The System Analysis and Design phase is designed to identify the current business processes in use thus understanding the “As-Is” Process. Leveraging from a best practices knowledge base of professional service team, we will then assist your team in building the “To-Be” operations based on the recommendations from the Optimization Review.