M23 ADVISORY PROFESSIONAL SERVICES

M23 Advisory Transformation and Data Strategy professional service firm that ensures an optimal approach to managing your accounting and finance functions. We assess your organization’s processes against your long-term business goals and recommend methods for improvement to make certain you get and remain on the right track for success.

What we do to help

Automation

Define an organizational culture focused on process & automation

Optimization

Access and optimize the performance of your finance teams

Insights

Implement innovative processes for cost insights and opportunities.

Integration

Integration of data sources from other functions

Practice

Customize finance transformation to align with organization strategy and stakeholder expectations. Emphasize technology and data strategy for accurate insights.

Drive efficiency, value-add analysis, and better controls. Improve reporting using one data source, leading to cost reduction and strategic planning.

Achieve more with less by leveraging financial information, identifying resource allocation, and eliminating low-value services.

Key Goals for Success are

Vision and Goals

Clearly define objectives for transformation program to ensure successful implementation & alignment with business goals.

Simplifying Processes

Identify areas of complexity and lack of productivity, focusing on improving and simplifying future workflows for increased efficiency.

Functional Alignment

Modify the organization structure and roles to provide stronger business support, incorporating Reporting, Analytics, & Governance functions.

Data Strategy and Linkages

Evaluate the data strategy & establish linkages to other source systems to build an efficient data warehouse for actionable insights.

Multiple Projects Approach

Divide the transformation program into individual projects for progressive realization of benefits and garnering business support.

Flexibility in Transformation

Embrace adaptability to accommodate changes in the ever-changing business landscape during the transformation process.

Components

Capture, tagging of Data

Ensure proper data capture, mapping, and identification across various systems and functions.

Core Process Optimization

Evaluate accounting and finance functions, simplify, enhance, and automate processes while understanding required skills.

Integrated Business Planning

Evaluate performance against strategy, understand financial objectives, and model future performance effectively.

Organizational Alignment

Assess if the organization's structure aligns with company goals, processes are efficient, and scalability is possible.

Benchmarking

Identify benchmarking opportunities, measure against relevant data, address variances, & ensure improvement.

Transaction Automation

Determine if tools and technologies can automate non-value-added functions and support desired automation efforts.

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