Transformation
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About Our Firm
Dating back to the early 2000’s, our team has focused on the evolution of CFO advisory and transformation / technology solutions. Vantage Peak Advisory is a hands-on blue-chip partner for stakeholders in search of a committed and impactful business partner.We continuously leverage our experience to successfully assess, develop, and implement best in class processes / services across enterprise, mid-market, and small business entities within several different industries which include: Manufacturing, SaaS, Service Industry, and Media.
Adaptive Collaborative Transformation Assessment (ACT)
Unify processes across your organization
In today’s fast changing business environment, organizations need robust, dynamic and actionable strategies for both short and long-term business objectives. The constant change of critical variables makes automating and integrating the business environment through people, process, and technologies a must-have strategy. This promotes and drives multi-functional collaboration, leveraging of financial and non-financial data, unification of siloed processes, and fosters communication.
Vantage Peak Advisory will perform an efficient, value add, and economically feasible assessment of your organizational strategy, technological blueprint, operational infrastructure, and culture using industry specific key performance indicators (KPIs) and benchmarks. We will use this assessment to understand the current state and develop a future state that unlocks optimum value. Our advisors will then manage the development and execution of strategic plan to realize this future state by leveraging the AGILITY implementation and integration methodology.Â
01
Core Technology
Choosing the optimum solution has a critical role in facilitating a best-in-class approach to corporate governance. Our firm has over 20 years of experience with choosing, implementing and sustaining value add platforms within the Enterprise, Mid-market, and Small Business markets.
02
Integrate your technology and processes
Vantage Peak Advisory has developed the Adaptive Collaborative Transformation (ACT) Assessment to address the “people”, “process”, and “technology” segments of best-in-class organization wide integrated business processes. ACT uses a comprehensive current and future state assessment of all relevant business processes that engages C-suite, mid-level leaders, and tactical stakeholders to optimize change management. This includes the development of a roadmap to transition from current to future state and the facilitation of the successful completion of action items and gap remediation to attain the goal of optimum governance. The ACT assessment distinguishes Vantage Peak Advisory as a partner whose goal is to transform an organization’s overall approach. It avoids the typical process “lift and shift” paradigm when implementing a new tool. Below is a summary of the primary points of focus during the ACT segment of the transformation.
Adaptive Collaborative Transformation (ACT) Assessment
Procure to Pay (AP)
- PO requisition
- Workflow Approval Invoice matching Discrepancy Resolution
- Payment Initiation
Order to Cash (AR)
- Receipt Processing
- Completion
- Collection
Record to Report
(ACCTG)
- Dynamic roles and responsibilities matrix
- Chart of accounts
- Adhoc analysis
- Repeatable reporting
- Transparency
- Allocations
Plan to Perform
(FP&A)
- Value add Automation, Accuracy
- Strategic, 5 year
- Annual
- Rolling forecast
- Monthly
- Weekly
Organizational Performance Management
- Hierarchy (profit / cost centers)
- Organizational alignment
- KPIs
- Balanced scorecard
- Performance review process
Systems, Applications
- Selection
- Implementation
- Integration
- Sustainability
Case Studies
An entrepreneurial accessories designer was in very advanced negotiations to be acquired by a larger publicly traded firm. This manufacturer outsourced their accounting function and unfortunately the historical financials were deemed insufficient and unreliable by the acquirer’s advisors (big four advisory firm) which put the transaction at risk. Vantage Peak Advisory lead a tactical team and used subledger detail (Purchase Orders, Customer Shipments, etc.) and raw financial data to recreate historical financials and successfully defend the approach and tactics utilized when reviewed by the buyer’s advisory team. The deal successfully closed as a result shortly afterwards. The successful strategy originated from the technical approach developed over the last few decades within several diverse industries.
A large private equity held real estate management firm (+$1 Billion annual revenues) consisting of 4 separate brands recently acquired utilized disparate planning and analysis processes & tools. This state caused a significant challenge to develop an actionable integrated business plan. Vantage Peak Advisory conducted a rapid assessment and developed / implemented a standardized future state planning and analysis process / platform for all segments of the company. This enabled our client to develop robust integrated business plans and utilize balanced scorecards / KPIs to drive ownership and accountability at a very granular level. The client was able to proactively identify drivers of exceptions and respond accordingly. We also worked with the client to develop an internal center of excellence in order to respond to dynamic analytical needs in an autonomous manner.
A mid-market aerospace/ industrial OEM sourcing consulting firm was positioned for global growth. One of the primary objectives in preparation for the expansion was the transformation of the finance team enabling timely / accurate financial reporting and integrated business planning. Vantage Peak Advisory conducted a rapid process assessment on all relevant workstreams (AP, AR, FP&A, Acctg, etc.) and oversaw the implementation of actions items needed to reach future state. We utilized the Agility project management methodology to systematically transform each workstream which resulted in the gradual transformation of the finance function to one that leverage technology and standardized practices that provided for value add insight into the organizations current and future performance.