Designing a Unified Finance and Project Management System

Successful end-to-end implementation, delivering stronger operational control, better resource management and improved commercial insight.

ClientClient nameYear2022AuthorAuthor nameShare
Designing a Unified Finance and Project Management System

Scoping, Procuring & Implementing an Enterprise Management System for an SME

The client, a growing professional services SME, was struggling with fragmented systems across project management, time recording, financial tracking and resourcing. Information was spread across spreadsheets, legacy tools and manual processes, creating inefficiencies, inconsistent data, and limited ability to forecast or report accurately.

Recognising that these limitations were restricting their ability to scale, the client asked Valence to lead the process of identifying the right enterprise management system and ensuring a smooth, successful implementation.

What Valence Did

Scoping & Requirements Definition

  • Ran workshops with leadership and operational teams to capture essential functional requirements.
  • Mapped existing processes and identified opportunities for simplification and automation.
  • Developed a detailed requirements specification covering project management, CRM, resource planning, billing, reporting and integration needs.

System Procurement

  • Conducted a market scan of suitable enterprise and agency management platforms.
  • Shortlisted solutions and led vendor demonstrations.
  • Facilitated scoring and evaluation to identify the system best aligned to the client’s needs.
  • Supported commercial negotiation and contracting.
  • Outcome: Scoro selected as the optimal platform.

Implementation Oversight

  • Managed the implementation programme alongside Scoro’s onboarding team.
  • Supported data migration, configuration, workflow mapping and testing.
  • Prepared change-management materials and delivered user training sessions.
  • Guided the client through final testing, go-live and early-life support.

The Result

  • Streamlined workflows replacing multiple tools with a unified platform.
  • Improved project visibility with real-time dashboards for utilisation, profitability and delivery.
  • Faster, more accurate reporting across finance, resources and performance.
  • Reduced administrative overhead through automation of recurring tasks.
  • Greater scalability, with a system capable of supporting future growth.