Case Studies

A privately owned operational business had grown rapidly over several years. Revenue had increased significantly, but the finance function had not evolved at the same pace. The leadership team relied heavily on spreadsheet-based reporting that was compiled manually each month. Reports often arrived several weeks after month- end, and management lacked confidence in data reflecting the true performance of the business.

A mid-sized Australian business was experiencing sustained growth and increasing operational complexity. While the organisation had capable people and strong commercial performance, its finance systems and processes had not kept pace. The company relied on a combination of accounting software, spreadsheets and manual processes to manage reporting, budgeting and analysis. As the business expanded, these systems began to show strain.