Nine engagements, with the numbers that moved. Every figure is a before and after from the engagement itself.
ERP Recovery in 8 Weeks
Manufacturing & Distribution
Time to Restore (Weeks)
Before 52
→
After 8
- Problem
- A server crash rendered the legacy AccPac ERP system inoperable. Data recovery was not supported, necessitating a full system rebuild and financial data migration.
- Approach
- Planned and led the recovery by transitioning to Adagio ERP. Used custom data modeling to migrate seven years of financial data from backup files and established a paperless accounting workflow.
- Outcome
- Accounting operations were restored within 8 weeks, generating current financial statements after being over a year behind. This provided critical financial visibility for decision-makers.
Tools Adagio ERP, Custom Data Modeling, Scanned Archives
Payroll Modernization with Biometrics
Community Services Organization
Processing Time (Hours)
Before 24
→
After 10
- Problem
- Payroll for 85 employees was managed via a semi-paper-based system, taking multiple days and creating errors. Included biometric capture for the largest worksite.
- Approach
- Spearheaded the implementation of PayWorks, transitioning the organization to a fully digital, employee-driven payroll model. This significantly reduced the finance team's workload.
- Outcome
- Reduced payroll processing time from 3 days (24 hours) to less than 10 hours, increasing accuracy and freeing up finance team capacity.
Tools PayWorks, Custom Modeling
Unified Hybrid Payroll Legacy Systems
Organizations
Processing Time (Hours)
Before 24
→
After 8
- Problem
- A hybrid payroll system with legacy web software and paper time sheets resulted in confusion, delays, and data duplication.
- Approach
- Led the full transition to a new payroll provider, consolidating payroll into a unified, cloud-based system with direct employee data entry and supervisor approvals.
- Outcome
- Reduced payroll processing time from over 3 days (24+ hours) to less than 8 hours, improving data accuracy and reducing compliance risks.
Tools Cloud Payroll Platforms, Custom Data Modeling
KPI Dashboard & Board Reporting
Multi-Funder Non-Profit
Reporting Prep Time (Days)
Before 5
→
After 1
- Problem
- Board reporting lacked strategic alignment, and program managers had limited visibility into real-time performance metrics.
- Approach
- Designed KPI dashboards that consolidated program data into unified reports. Created executive dashboards for board and leadership, with automated data updates and push-button outputs.
- Outcome
- Improved decision-making speed and strategic clarity at the board level, reduced time spent on reporting preparation, and increased accountability.
Tools Advanced Financial Modeling, Shared Folders
Financial Reporting Redesign with Legacy Systems
Multi-Funder Non-Profit
Audit Prep Time (Days)
Before 10
→
After 4
- Problem
- Multiple stakeholders (board, funders) required different reporting views, and existing systems could not meet all compliance needs efficiently.
- Approach
- Developed a tagging framework within a custom model where trial balance rows were linked to different reporting types, enabling custom report generation from one source file.
- Outcome
- Eliminated the need for duplicated reports and significantly reduced audit prep time, enabling customized reporting for compliance and strategy.
Tools Custom Modeling (Tagging System, Templates)
Accounts Payable Modernization for SMEs and NPOs
Multiple Organizations
Approval Time (Days)
Before 5
→
After 1
- Problem
- The AP process relied on physical invoice circulation, leading to slow turnarounds, risk of lost paperwork, and delayed payments.
- Approach
- Developed and implemented digital AP approval workflows where invoices were routed electronically with clear audit trails and role-based sign-offs.
- Outcome
- Reduced AP approval time from several days to hours, eliminated the need for couriers, and enabled remote approval from any device.
Tools PDF Tools, Email Routing, Shared Drives, Tracking Models
Program-Level Budgeting & Forecasting
Community Services Organizations
Forecast Accuracy (%)
Before 60
→
After 90
- Problem
- Organizations lacked budgeting and forecasting tools at the program level, limiting insight into budget variances and planning capabilities.
- Approach
- Implemented detailed budgeting and variance tracking down to the program level. Designed reporting frameworks to show actuals vs. budget and initiated forecasting discussions.
- Outcome
- Enabled program managers to own their budgets, introduced proactive forecasting, and significantly increased financial transparency and accountability.
Tools Scenario Modeling, ERP Exports
Exception-Based Revenue Reconciliation
Provincial Crown Corporation
FTEs Required
Before 2.5
→
After 1
- Problem
- Manual reconciliation of gaming revenues across 28 locations was consuming 2.5 FTEs weekly, verifying thousands of lines manually.
- Approach
- Designed and implemented an exception-based reconciliation framework, automating validation and shifting focus to only reviewing discrepancies.
- Outcome
- Reduced staff requirement from 2.5 FTEs to 1 FTE, freeing up 1.5 FTEs for higher-value work. This was highlighted as a process efficiency benchmark.
Tools Custom Modeling, SAP, Proprietary Systems
AML Detection Model using Legacy Systems
Provincial Crown Corporation
Investigation Time (Hours)
Before 40
→
After 8
- Problem
- The Anti-Money Laundering (AML) Division lacked an efficient system to detect suspicious transactions within a massive daily dataset.
- Approach
- Collaborated with the AML Division to design a data-driven scenario filtering framework to isolate patterns of concern from hundreds of thousands of rows.
- Outcome
- Enabled targeted AML investigations by narrowing down massive datasets to actionable red flags, improving investigative accuracy and protecting sensitive data.
Tools Advanced Data Filtering Models
