With more than 100 offices and almost 5,000 associates in major metropolitan areas and suburban cities throughout the U.S., this firm delivers top-level financial and insurance services to organizations of all sizes and to individual clients.
Challenge
The company kicked off an Oracle Cloud Financials Implementation in 2018 but missed its go-live target date, elevating concerns regarding the software’s suitability as well as whether the firm could reach a successful cutover.
Solution
The company engaged Creoal to perform an Implementation Assurance analysis in January 2020. Our Creoal ACE conducted the 2-day engagement on site, identifying risk areas and recommending remediation tactics.
Benefits
Creoal identified a revised allocation approach, allowing the firm to decrease allocations from 7,400 to 2,000 per month.