Summary Case Studies

This  list of 19 case studies highlights deep breadth of expertise in:
✅ Applied AI in Finance
✅ Project Recovery & Transformation
✅ Finance & ERP system integration
✅ M&A finance alignment
✅ Global business scalability

1. BKL: AI-Enabled Finance Transformation & ERP Modernisation

Challenge: Modernising BKL’s finance and practice management systems, replacing legacy applications, improving data integrity, and identifying opportunities for AI-driven automation across finance operations. 
Solution: Led finance transformation and business analysis, supporting migration from Xero to Microsoft Dynamics 365 Business Central, IRIS Practice Engine data migration, and Intapp testing. Developed RFP requirements for banking, expenses, and P2P solutions, while evaluating AI opportunities across finance processes. 
Outcome: Strengthened finance data readiness, system selection, and transformation governance, establishing a foundation for improved financial controls, streamlined processes, and future AI-enabled automation.

2. LSEG: M&A Finance Integration & Systems Alignment

Challenge: Integrating newly acquired TORA’s finance, CRM, ratings, billing, and SAP systems into LSEG’s infrastructure while ensuring regulatory compliance.
Solution: Led full finance integration, aligning SAP Financials, CRM, and billing modules while managing 50+ SMEs globally across finance, operations, risk, procurement, and HR.
Outcome: Ensured a seamless transition into LSEG’s operations, avoiding disruptions and maximizing system efficiency.

3. HSO IT Services: Project Portfolio Leadership

Challenge: HSO IT Services faced resource constraints and delivery risks across multiple D365 projects.
Solution: Acted as Projects Director, implementing governance, standardizing PMO methodologies, and stabilizing project execution.
Outcome: Delivered multiple business-critical ERP projects on time and budget, ensuring a smoother transition for client handovers.

4. IWG: Global Finance Systems Transformation

Challenge: Delivering a D365 F&O rollout across 111 countries and 3,000+ legal entities, ensuring compliance with financial regulations.
Solution: Led the MVP delivery, refining taxation, accounting compliance, and data migration strategies while managing third-party implementation partners.
Outcome: Achieved a global, scalable financial system with improved reporting, compliance, and operational efficiency.

5. Essentra International: ERP Consolidation & Data Strategy

Challenge: Unifying multiple legacy ERP systems into a cloud-based D365 F&O platform while ensuring clean data migration.
Solution: Designed a finance data transformation strategy, driving C-level engagement, PMO governance, and business ownership.
Outcome: Delivered a streamlined, high-ROI ERP system, eliminating inefficiencies and improving data governance.

6. Rockwool International: SAP Finance & PIM Implementation

Challenge: Recovering a stalled SAP finance upgrade and implementing a new Product Information Management (PIM) system for competitive advantage.
Solution: Secured €2.3M funding, aligned key stakeholders, initiated the RFP process, and delivered the MVP with a robust implementation team.
Outcome: Delivered a fully functional SAP and PIM system, improving business-wide visibility and product management capabilities.

7. Chapman Freeborn: Finance Transformation for Public Listing

Challenge: Inconsistent finance and accounting systems risked delaying the company’s planned public listing.
Solution: Led system selection, process mapping, and RFI/RFP execution, gaining board approval for a SaaS-based Sage X3 solution.
Outcome: Standardized financial processes, enabling a successful IPO with transparent financial reporting.

8. Unilever: BI-Driven Financial Reporting Optimization

Challenge: Unilever sought to enhance FICO reporting and analytics to streamline month-end reporting cycles.
Solution: Developed BI/BPC dashboards, optimized reporting MDM, gap analysis, and data governance.
Outcome: Reduced month-end processing time, increasing reporting accuracy and automation.

9. BP: Business Intelligence & SAP Integration

Challenge: Aligning SAP ECC6 with BI systems for improved global trading operations reporting.
Solution: Led BI integration, streamlining data analysis and improving cross-departmental reporting transparency.
Outcome: Enabled real-time data-driven decision-making, improving financial oversight.

10. BP Integrated Supply Trading: BI Release Management

Challenge: BP needed enhanced BI capabilities to drive insights across its trading divisions.
Solution: Managed BI release cycles, ensuring integration with SAP systems and stakeholder alignment.
Outcome: Deployed more efficient BI tools, improving data accessibility and operational efficiency.

11. Shell Oil: Business Intelligence Design & Deployment

Challenge: Shell needed to redesign its BI infrastructure to align with new business reporting requirements.
Solution: Acted as BI Design Lead, developing standardized reporting structures within SAP R3.
Outcome: Improved data visibility and reporting accuracy, reducing reporting cycle times.

12. Syngenta: Senior SAP Consultant – Finance Transformation

Challenge: Syngenta sought to enhance SAP ECC6 capabilities across EMEA operations.
Solution: Provided senior SAP consulting expertise, aligning financial reporting and SAP customizations.
Outcome: Increased reporting automation and finance system efficiency across EMEA regions.

13. Rank Group: ERP & HR Data Migration Management

Challenge: ERP and HR system migration was disrupted by COVID-19, requiring a structured recovery.
Solution: Led the finance transformation program, ensuring smooth data migration and integration with D365.
Outcome: Despite pandemic challenges, successfully completed system migration without business disruptions.

14. Estee Lauder: Finance Process Optimization

Challenge: Estee Lauder’s finance operations needed restructuring to align with SAP implementations.
Solution: Provided process mapping, gap analysis, and reporting automation solutions.
Outcome: Optimized financial operations, ensuring a more scalable finance structure.

15. Wyeth Laboratories: ERP Implementation & Finance Compliance

Challenge: Ensuring ERP compliance within a regulated pharmaceutical environment.
Solution: Led finance transformation and ERP alignment to meet compliance standards.
Outcome: Achieved full compliance while improving finance system integration.

16. RS Components: Business Intelligence Finance Systems Optimization

Challenge: RS Components required advanced BI solutions to improve finance decision-making.
Solution: Designed BI strategy and dashboards tailored for finance teams.
Outcome: Increased finance analytics capabilities, enhancing reporting efficiency.

17. Start-up CFO: Data Centre Expansion & Exit Strategy

Challenge: Scaling a European Data Centre Infrastructure while preparing for an exit strategy.
Solution: Led financial planning, investor relations, and fundraising to enable rapid growth.
Outcome: Achieved a successful acquisition, delivering strong investor returns.

18. BAT: Global Finance Transformation

Challenge: Driving finance process transformation across a global business unit.
Solution: Implemented SAP ECC6 enhancements and aligned financial operations.
Outcome: Streamlined financial workflows, improving cost management.

19. CQC: Senior Project Manager – Finance Transformation

Challenge: Driving public sector finance transformation with D365 implementation.
Solution: Managed data migration, reporting structures, and system integration.
Outcome: Improved finance automation, aligning with regulatory reporting.
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