Spinner
Leading Middle Market Lender

1Rivet helped client Lead implementation of a net new CPM Corporate performance management application OneStream to enable comprehensive Consolidation and Planning and Reporting solution that enables analyzing financial data, automates close workflow, account level reconciliations and consolidations, that can also generate official Balance Sheet, Income, Cashflow statements.

Responsible for the following but not limited to; Building business case for the project to assess application needs and performed multiple application vetting to ensure the new app meets the desired business results and aligns with the technical infrastructure at Antares.

Build offshore support team post Go - Live.

Outcome

  • Project successfully completed, all in scope modules deployed based on the scope defined in application Design document.
  • Project met all expected the following qualitative and quantitate benefits but not limited to;
  • Systemically track the financial close process including a task list with statuses, dependencies, and assigned users.
  • Run ad-hoc analysis on financial data without having to export a full activity report and manually create reports in Excel.
  • 650K in annual savings from Manual tasks performed by consultants.

Overview

Industries

Financial Services
Financial Services

Capabilities

Technology Platform
Technology Platform
Quality Engineering
Quality Engineering

Scope of service

Project Management
Project Management
Vendor Management
Vendor Management
Requirement Gathering
Requirement Gathering
Development
Development
Testing
Testing
Production Support
Production Support

Technology

1TrakIt Cloud Application Modules:
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