Process
What actually happens, written down — including the workarounds nobody documented.
Start where it hurts
Six situations. A different first move in each.
Pick the one that sounds like your last quarter. The wrong first move is how a project loses six months before anyone notices.
01The workarounds have workarounds.
Have the system examined before anyone proposes replacing it.
See what a Health Check looks at02Investors want answers the system cannot produce.
Fix planning and close first — the reporting problem is usually downstream.
Plan and close without rebuilding it03Every new country adds another workaround.
Localization and consolidation belong in the ledger, where the posting happens.
Run the business on one set of books04Spreadsheets and local systems no longer keep up.
Map the processes first. The shortlist then falls out of the map.
See how the selection runs05The CFO needs a case the board can interrogate.
The deck uses your numbers and processes and argues the alternatives.
Talk to the person who would run yours06I don’t have a company. I have isolated islands.
One template, localized where the law demands it and nowhere else.
Connect the islandsHow this works
Process, tool, automation, AI.
In that order, and we do not skip one. A system selected before the process is understood is a guess with an invoice attached.
Tool
The system chosen from the mapped process and argued against alternatives.
Automation
Repeated, rule-shaped work handed to the system once the rule is stable.
AI
Used today in design and analysis, not inside the live finance system.
Before you sign anything
Four things happen. Software is last.
Most of this industry runs the list backwards: demo first, process later, usually during the build and usually at your cost.
01
The first call
What the business sells, where it is heading, and what is breaking right now. Nobody opens a demo and nobody mentions a licence.
02
Your process, walked end to end
Your version of the work, next to the way it is normally run. That comparison shows which differences are real and which are habits.
03
A proposal with a price and an argument
Options A, B and C, with the reasoning next to each — written for a board that will ask why the other two were dropped.
04
The software, after the process work
You see the system once we understand how you actually work. A demo run on somebody else’s data proves nothing about your close.
And once the contract is signed
Five phases. Finance signs off before handover.
Discovery ends with your legal entity structure, chart of accounts, integration landscape and period-close workflow written down. Configuration starts after that.
Discovery
Financial architecture review, entity mapping, integration audit, and KPI alignment.
Design
Chart of accounts, consolidation structure, workflows and recognition rules documented first.
Build
Sprint-based configuration, data migration, integrations, and testing against real scenarios.
Go-live
Hypercare, managed parallel run, and a financial close signed off.
Scale
A named support consultant, module expansions, and an annual Health Check.
90+NetSuite projects behind the advice
~100people across ERP and EPM
2006supporting finance teams since
<100days to go-live on a single-entity build
Work already delivered
Five published projects.
Five are the ones Cloudmaven has written permission to describe. The rest are not named here.
AMANN
From international expenses and multi-country rules handled by hand to standardised approvals and master data synchronised into SAP.
Scenic
From disparate consolidation and intercompany systems to one reliable source with automated consolidation and elimination.
Hasenkamp
From manual international expenses across twenty entities to end-to-end expense management integrated with Exact ERP.
NZYM
From manual expenses across six entities to automatic posting into Microsoft Dynamics 365 Business Central.
Perk
From disparate data and manual consolidation to one integrated financial platform with automated elimination.
Who stays
The same names, through the year after go-live.
After the project closes, somebody still owns your account, and it is a person rather than a queue.
Lars Kirschstein
Managing Director
Christoph Schweins
Managing Director
Fares Khattab
ERP & NetSuite Specialist
Jarrid Gilfillan
Head of Products
Eric Roger Jean
Install base
One bounded way to start
The Health Check: ten working days, and a written answer you keep.
We examine how the system is set up, what that setup costs you, and what to fix first. You keep the report and its prioritised first-fix list.
Talk to someone first