Automation & Process Optimization

Mid-size public company

A mid-size public company struggled with manual processes and data integrity issues and looked to Jefferson Wells to automate their financial reporting functions.

Group of people sit together during meeting, while one women stands and smiles

Business Issue

The client application landscape was an unintegrated environment and not supported. Their financial reporting was at risk with manual processes and data integrity issues. Audit findings suggested the older technology relied on manual, defective controls to assure mission-critical business information. Senior Management was not experienced in ERP transformation: the approach, methodology, resource commitment or cost considerations.


Jefferson Wells developed a strong governance model for risk management insight, client process ownership, and communication planning. We provided future state process definition, GL accounting structure and reporting design. Jefferson Wells instituted a project management methodology with controls that met audit and compliance requirements. In addition, Jefferson Wells managed third party system integrators.


As a result, the client now has a best-in-class financial solution including:

 -Standardized financial reporting

 -Process automation mitigated risk of manual processes; instituted preventative controls

 -Increased business integration with self-service procurement processes

Experis partnership maintained project continuity from business case through GO LIVE