Case Study

Vendor & Systems Selection for a $80M Software-As-A-Service

"SLKone assisted in the evaluation, selection, and implementation of an FP&A tool for daily use to help automate recurring processes and streamline reporting functions"

Services Performed


  • The client relied on a poorly implemented FP&A tool to handle reporting, review, and analytical needs
  • The implementation of the current system required multiple “work arounds” and manual processes to create recurring reports
  • The client knew that the current system would have to be replaced or reimplemented after a large acquisition made material changes to their accounting coding system
  • SLKone was currently retained as a financial advisor. The client approached SLKone to facilitate the vendor/system selection for the FP&A function going forward

Bespoke Solutions

  • SLKone generated a business requirements document to specify both the tool capability requirements  and the reporting needs
  • SLKone performed research, met with FP&A tool vendors, and evaluated two product offerings
  • SLKone built an FP&A Tool Evaluation one-pager to assist the leadership team in determining the best FP&A tool

Leading With Results

  • Evaluated, selected, and implemented a new FP&A tool.  The new tool has led to the automation of recurring processes and the streamlining of reporting
  • Board report generation reduced to less than a day.  Board reports are now one-click away rather than taking multiple days of manual work
  • Improved transparency of transactions. Successful implementation empowered drill-down capability to research trends in one system and reduced complexity of multiple systems
  • Error reduction. By automating report generation and managing versions, the new tool eliminated errors related to manual touchpoints
Case studies and expertise may represent projects and engagements performed by SLKone team members prior to their employment at SLKone