Case Study
Aligning ERP Solutions to Business Needs
Delivered tailored ERP assessment, vendor analysis, accounting strategies
Home security leader seeks modern ERP for scalability
- A national home security and monitoring company sought to consolidate its accounting, procurement, and inventory management processes into a single, modern ERP solution while phasing out its legacy systems.
- Given the significant financial investment and risks involved in modernizing accounting systems, the company engaged Valent Partners to conduct an impartial assessment and identify the ERP solution that best aligned with its long-term needs.
Requirements-driven ERP evaluation and strategic recommendation
Valent Partners evaluated the leading market ERP solutions to provide a solution recommendation and go-forward strategy.
- Identify and Document Requirements - Functional and non-functional requirements were identified, documented, categorized, and prioritized.
- Technical Design - Technical requirements (e.g., SOC 1, SOC 2, SSO) were defined, prioritized, and assessed.
- Vendor Review and Analysis - Requirements were reviewed with each vendor to evaluate how their products could meet the defined needs and to identify any support gaps. Findings were synthesized into an actionable report for the home security company’s executive team to use during capital planning.
Delivered tailored ERP assessment, vendor analysis, accounting strategies
Valent Partners delivered a comprehensive final assessment report that included a solution recommendation, cost estimate, and a detailed analysis of each vendor’s ability to meet the defined requirements. During the assessment, unique client-specific accounting challenges were identified and documented. Valent collaborated closely with the client’s accounting team and ERP vendors to develop targeted strategies for addressing each of these challenges, ensuring the proposed solution was both effective and aligned with the client’s operational needs.
For Businesses
You have a goal.
We’ll get you there.
If your organization is interested in finding ways to improve your performance, profitability and growth, or leverage AI for transformational outcomes, we can help. Contact Valent Partners today to arrange a consultation on the challenges you face.
