What We Do
Current state assessment
Future state operating model design, including a transformation roadmap
- Process redesign and optimization
ERP and system selections
Workflow automation, including close, planning, reporting, and AP/AR processes
Organizational change management
Talent assessment and org redesign
Acquisition integrations, including shared service models
Project Management & PMO support
What we do
Current state assessment
- Future state operating model design, including a transformation roadmap
- Process redesign and optimization
ERP and system selections
Workflow automation, including close, planning, reporting, and AP/AR processes
Organizational change management
- Talent assessment and org redesign
Acquisition integrations, including shared service models
Project Management & PMO Support
Frequently Asked Questions
Oftentimes, yes. Many of the inefficiencies we find in finance functions aren’t system limitations, they’re process design problems that could be solved without new technology. Alliance assesses both and gives you an honest picture of what needs to change and what doesn’t. We have no incentive to recommend a system replacement if a process fix is the real solution.
We begin with a comprehensive analysis of the current state, identifying pain points, manual processes, and operational inefficiencies. From there, we align on future-state goals and organizational priorities, then develop a clear, strategic roadmap to achieve them.
We focus on the workflows that consume the most time in a typical finance function including close and reconciliation processes, management reporting and distribution, planning and consolidation cycles, and accounts payable and receivable workflows. These are areas where automation delivers fast, visible results and where the investment tends to pay back quickly.
Case Studies
Real results for real finance teams. See how we’ve helped companies close faster, scale smarter, and transform their office of the CFO.
• BUSINESS SYSTEMS & TRANSFORMATION
NATIONAL NONPROFIT
A Strategic Back-Office Roadmap for a Nonprofit Navigating a Funding Model Shift
6
Business functions assessed
1
Prioritized future-state roadmap delivered
A national nonprofit shifting from public to private funding needed its back-office operations assessed and a clear path forward defined. Alliance evaluated HR, Finance, Accounting, Fundraising, Legal, and IT and delivered a structured roadmap to right-size operations while preserving scalability for future growth.
NONPROFIT
• BUSINESS SYSTEMS & TRANSFORMATION
GLOBAL COMPANY
ERP Readiness and AI-Enabled Process Design for a Global Finance Transformation
100%
ERP deployment readiness achieved
0
CBA configuration gaps at go-live
A global facility management organization needed to redesign processes, manage change, and validate payroll configuration ahead of a large-scale ERP deployment. Alliance assessed the operating model, designed AI-enabled future-state workflows, delivered a change management plan, and cleared critical CBA and payroll gaps before go-live.
FACILITY MANAGEMENT
• BUSINESS SYSTEMS & TRANSFORMATION
PUBLIC COMPANY
Aligning People, Process, and Technology for a Deltek Costpoint Transformation
5
Core functions redesigned
1
Unified operating model delivered
A publicly traded government contractor needed to align its operations with a Deltek Costpoint implementation. Alliance conducted business process redesign across five core functions, built and executed a full change management plan, and partnered on joint workshops to drive stakeholder alignment and successful system adoption.
GOVERNMENT SERVICES
Case Studies
Real results for real finance teams. See how we’ve helped companies close faster, scale smarter, and transform their office of the CFO.
• AI & ANALYTICS
PE-BACKED
From 20-Day Billing Backlogs to 2-4 Days with AI-Enabled Invoice Automation
20 → 2-4 Days
Invoice processing time reduced
5
AI-powered solution components deployed
A PE firm's portfolio company struggled with a highly manual billing process requiring 20+ days to generate and distribute invoices, straining cash flow, and inflating DSO. Alliance designed and deployed an AI-enabled billing solution that automated contract extraction, billing logic, and invoice generation which resulted in cutting processing time to 2-4 days and building a scalable process that grows without added headcount.
PORTFOLIO COMPANY
• HUMAN CAPITAL SOLUTIONS
PE-BACKED
24 Technical Hires in 10 Months to Build Out a Product and Engineering Organization
24
Technical hires completed
10 Months
Full build-out delivered
A venture-backed aerial intelligence company needed to rapidly scale across engineering, DevOps, UI/UX, product, and API development, plus interim Salesforce and Microsoft business systems support. Alliance delivered targeted executive search, direct hire, and flexible interim staffing to complete 24 hires and meet critical product milestones.
TECHNOLOGY
• HUMAN CAPITAL SOLUTIONS
NATIONAL FIRM
8 Costpoint Professionals Placed in Weeks to Stabilize a Post-Go-Live Finance Function
8
Professionals placed
<2 Weeks
Average time to deployment
Following a Costpoint go-live, a national accounting firm faced post-implementation challenges impacting Markets Finance and Accounts Payable. Alliance rapidly identified and placed eight Costpoint-experienced professionals to bridge the gap, ensuring operational continuity while the internal team focused on stabilization and training.
PROFESSIONAL SERVICES
