Fit-gap and process design
Standard processes adopted where they fit, with each gap given a decision, an owner and an agreed approach.
Industry context
ERP solutions in financial services
We implement ERP so finance, procurement and operations move to one set of processes and one ledger, with migration rehearsed before cutover.
An ERP programme rebuilds how finance, procurement and operations record their work, so fit-gap decisions, data migration and cutover planning carry most of the risk. We agree the target processes and the chart of accounts early, rehearse migration more than once and plan cutover around your financial calendar.
Financial institutions work under close central bank supervision, with fraud exposure and customers who expect money to move instantly. Risk, compliance and operations teams need to see how each change affects controls before it goes live, so we involve them from design onwards. In the UAE the design has to cover Federal Tax Authority VAT returns and the national e-invoicing programme, and in Saudi Arabia ZATCA VAT and the FATOORAH e-invoicing integration.
We hand over with runbooks and training, and can stay on under agreed service levels.
Alongside sector regulation, we often map delivery evidence to cross-industry baselines such as the UAE Information Assurance Regulation issued by TDRA, the NCA Essential Cybersecurity Controls in Saudi Arabia and the NIST Cybersecurity Framework, which many risk reviewers already use.
What the work covers
We design, deliver and stay until operation is stable, with evidence your procurement and risk teams can rely on.
Data migration and reconciliation
Rehearsed loads of master data and open balances, reconciled and signed off by finance before cutover.
Cutover and stabilisation
A cutover plan built around period-end, a stabilisation period after go-live and clear criteria for closing it.
Regulatory landscape
We map delivery evidence to the expectations of the regulator you answer to: the Central Bank of the UAE or, for capital market firms, the Securities and Commodities Authority; in Saudi Arabia, the Saudi Central Bank (SAMA), including its Cyber Security Framework, or the Capital Market Authority.
Tax and e-invoicing
VAT codes, tax reports and e-invoicing interfaces configured and tested for each country in scope.
Integration with surrounding systems
Interfaces to banks, payroll, CRM and reporting, each with an owner and a reconciliation check.
Signs you are ready to start
An ERP programme is ready to start when the entities and processes in scope are fixed and finance has set time aside for testing and sign-off.
- A risk or compliance sponsor has agreed to review the design before build starts.
- Finance has named the period-end that cutover must avoid and the people who will sign off migrated balances.
- The legal entities and countries in the first release have been agreed.
Plan ERP solutions in financial services
Share your current systems, compliance themes and timeline. We will return a phased plan, a staffing model and a risk register for your stakeholders to review.