Consulting packages with a defined scope, deliverable and fee.

Finance AI Readiness Review

For Finance leaders deciding where AI agents belong in close, reporting and planning, and what has to be true first.

• Walkthrough of two or three Record-to-Report or FP&A processes with the people who run them
• Shortlist of agent and automation opportunities, ranked by value and effort
• Prerequisites for each: data quality, approval hierarchies, exception handling, audit evidence
• Fit against what your SAP landscape and licenses already include
• A value-based view of potential return, with assumptions stated

Typical duration

2 weeks

You receive

Readiness report, opportunity shortlist and a one-hour executive readout

Fee basis

Fixed fee, quoted after a scoping call

Agentic Workflow Pilot

For teams that have picked a use case and want to see it working before funding a rollout.

• Requirements document and fit-gap analysis for one finance workflow
• Build and configuration in a sandbox or test tenant, using SAP Joule Studio or the AI platform your organization has approved
• Control design: who approves what, what gets logged, how exceptions route
• Test scripts and evidence a reviewer can follow
• Handover session and a go or no-go recommendation

Typical duration

4 to 6 weeks

You receive

Working pilot in your test environment, design documents, test evidence and a rollout estimate

Fee basis

Fixed fee, quoted after a scoping call

Record-to-Report Process Review

For organizations moving from SAP ECC to SAP S/4HANA that want Finance to improve, not only migrate.

• Current-state review of general ledger, close and financial reporting processes
• Workarounds and manual steps that should not be rebuilt in the new system
• Target-state options using standard S/4HANA Finance capabilities
• Priorities for data cleanup ahead of migration
• Fixed-fee proposal for any follow-on work you choose

Typical duration

3 weeks

You receive

Findings deck, prioritized improvement list and a follow-on proposal

Fee basis

Fixed fee, quoted after a scoping call

FP&A and SAP Analytics Cloud Planning

For FP&A teams building or repairing planning, budgeting and forecasting in SAC Planning or moving off SAP BPC.

• Design sessions and requirements gathering with Finance and business owners
• Hands-on model build, data actions and report configuration
• Cutover testing and rollout support
• User training for planners and approvers
• Health check and tuning of an existing model, as a smaller option

Typical duration

Scoped per project; health checks from 1 week

You receive

Working planning model or health-check report, with documentation and training materials

Fee basis

Fixed fee, quoted after a scoping call

Advisor on Call

For Finance leaders running a larger program who want an independent, senior second opinion on demand.

• A set number of hours each month for questions, reviews and working sessions
• Independent review of integrator designs and deliverables from a Finance point of view
• Preparation for steering committee and audit committee conversations
• Priority scheduling for coaching sessions for your team

Typical duration

Month to month

You receive

Standing calls, written review notes and same-week turnaround

Fee basis

Monthly retainer