cloudmaven

Two drawings of the same company.
You are living in the first one.

Choosing a finance system is one of the few decisions a CFO cannot quietly reverse. We draw your landscape before anyone recommends a product — and the people who draw it stay on the project.

Reference landscapeDrag the handle — or use the arrow keysPhase 02 / 02
RE-KEYED MONTHLY BY HAND CSV, EMAILED RECONCILED IN A SHEET EXPORT · IMPORT RECON_FINAL_V7.XLSX BOARD PACK, BY HAND VAT FIXED AFTER THE FACT ACTUALS · LEDGERS PLAN · TARGETS ORDERS ⇄ INVOICES COST CENTRES ⇄ PAYROLL PLANNED — NOT YET REAL eUNIFY · MIDDLEWARE · ONE INSPECTABLE BOUNDARY EPMPLAN · CONSOLIDATE · CLOSE ERPSYSTEM OF RECORDTRANSACTIONS · LEDGERSENTITIES · REVENUE CRMCUSTOMERS · PIPELINECONTRACTS · ORDERS HCMPEOPLE · ORG STRUCTUREABSENCE · PAYROLL INPUT PERSONIOEMPLOYEE MASTER DATEVJOURNALS · TAX HANDOVER PERKTRAVEL & EXPENSE
ERP, CRM, HCM, EPMFour systems, no agreed order
The handoffsRe-keyed monthly · CSV, emailed · reconciled in a sheet
recon_final_v7.xlsxThe real system of record
VAT & consolidationCorrected after extraction, not before
EPM — plan, consolidate, closePlan and targets down · actuals up
ERP — the system of recordOne set of books · everything reconciles here
CRM & HCMOrders ⇄ invoices · cost centres ⇄ payroll
MiddlewareOne inspectable boundary, not seven private ones
Personio · DATEV · PerkSources, posted — not exported
01 — As it runs today02 — After

Nothing here is wrong on its own. Every one of these systems was a sensible purchase. What is expensive is the space between them: five manual handoffs, a spreadsheet that has quietly become the system of record, and a close that depends on one person not going on holiday.

One set of books, and everything reconciles to it. The middleware is a single inspectable boundary rather than seven private ones. Dashed edges are planned and not yet real — saying which is which is the reason a drawing is worth reading.

A reference sheet, not yours. Yours is what the first two to three weeks produce.
01 — Start

Tell us what is breaking. We will tell you what we would look at first.

Which of these sounds like you?

You already run a system

You are choosing or replacing one

The workarounds have workarounds.

What it looks like
  • Month-end depends on scripts only one person understands.
  • Customer payments sit unallocated because matching does not work.
  • Nobody owns the question of whether the setup is still right.
The likely next move

Have the system examined before anyone proposes replacing it.

Spreadsheets and local systems no longer keep up.

What it looks like
  • There is no single source of truth, and everyone knows which file is theirs.
  • Consolidation is manual, and it is manual again next month.
  • The architecture is at its limit and the business is not.
The likely next move

Map the processes first. The shortlist then falls out of the map on its own.

Investors want answers the system cannot produce.

What it looks like
  • The board pack is rebuilt from exports every quarter.
  • Two people produce two versions of the same number, both defensible.
  • Planning happens outside the system, in a workbook.
The likely next move

Fix planning and close first — the reporting problem is usually downstream of them.

The CFO needs a case the board can interrogate.

What it looks like
  • An investor or a new owner is asking for a plan with a date on it.
  • The decision lands on one desk, with one name on it.
  • Proof is required before anyone commits.
The likely next move

The deck is built in your numbers and your processes, and it argues the alternatives rather than asserting one.

Every new country adds another workaround.

What it looks like
  • Local tools multiply — one per country, and a spreadsheet between each pair.
  • VAT or e-invoicing is corrected after extraction, not before.
  • The entities no longer agree, and reconciling them is somebody's week.
The likely next move

Localization and consolidation belong in the ledger, where the posting happens.

I don’t have a company. I have isolated islands.

What it looks like
  • A different system in every country, and none of them talk.
  • Group reporting cannot see through the local setups.
  • Local requirements are driving the architecture instead of the other way round.
The likely next move

One template, localized where the law demands it and nowhere else.

02 — Questions

Most ERP projects do not fail on the software.

Budget, configuration and how long your close takes afterwards are decided by whoever implements it. Three questions worth asking us, and worth asking whoever else is in the room.

Who writes the process map, and when?

If the answer is “during the project”, the price in front of you is an estimate of work nobody has scoped yet.

Which of your people is still here in month seven?

Ask for the name. Then ask what else that person is booked on — month seven is when the implementation turns up the thing nobody wanted to find.

When did you last recommend a rival system?

Every partner calls its recommendation independent. Far fewer can date the last time being right about it cost them the licence revenue.

03 — The order

Process, tool, automation, AI. We do not skip one.

Every company is somewhere on this ladder already. The damage happens when a stage gets skipped.

01 · Process

What actually happens, written down — including the parts that live in one person’s head.

Leave when the map matches reality, not the org chart

02 · Tool

The system chosen from the mapped process, argued against the alternatives that were rejected.

Leave when the system runs it without a spreadsheet holding it together

03 · Automation

The repeated, rule-shaped work handed over — matching, allocation, approvals.

Leave when the exceptions are rare enough to be interesting

04 · AI

Design-time only: reading a landscape, comparing options, drafting a migration plan. Not inside your live finance system.

Nobody is here who did not climb the first three

Every competitor in this market can put AI on a slide. The part that is hard to copy is the refusal — and the refusal is the reason the rest holds.

04 — Work

Five projects we are allowed to describe.

Twenty legal entities in one, six in another, nineteen countries in a third. The pattern underneath is the same: work done by hand, in a spreadsheet, by somebody who could not go on holiday in the first week of the month.

AMANNGlobal textile manufacturing

Travel and project expenses ran through multi-country rules, currencies and reimbursement standards by hand, and SAP had to stay the single source of truth without data silos forming around it.

ScenicLuxury travel, nearly every continent

Consolidation and intercompany transactions ran across disparate systems that had to be reconciled by hand, and revenue recognition depended on historical data.

HasenkampLogistics — art handling, global relocation

A highly mobile workforce produced a large volume of international expenses, handled by manual processes that differed from entity to entity, with limited visibility and control over what was being spent.

NZYMBiotechnology — enzymes and reagents

Expense management was manual across six entities, with no real-time view of spending and no clean route into the accounting system.

PerkTechnology — enterprise spend management

Visibility was poor across disparate data sources, consolidation and currency conversion were manual, and different ledgers reported differently.

No outcome figure appears above — the published case studies carry none, and we do not invent them.

05 — People

The people whose names are on it.

LK

Lars Kirschstein

Managing Director

Takes the first call and presents the proposal himself.

CS

Christoph Schweins

Managing Director

Signs off scope and price, and carries the commercial risk on our side.

FK

Fares Khattab

ERP & NetSuite

The technical read on your instance: what is configured well, and what is costing a week a month.

JG

Jarrid Gilfillan

Head of Products

Owns the products and the connectors between systems.

A real photograph or none.

06 — Contact

Talk to the person who would run yours.

A first call about the business, your own process walked end to end, a proposal that argues the options against each other, and only then the software on screen.

90+ NetSuite projects · around 100 people across ERP and EPM · supporting finance teams since 2006 · under 100 days to go-live on a single-entity build. Customers include Sherpany, DOCO, Bitpanda.

cloudmaven

Process first, then the tool — with named people who stay through the build.

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info@cloudmaven.com

A certified Oracle NetSuite Solution Provider and implementation partner. Design study — every figure and customer name here is already published on cloudmaven.com.