Navigant Consulting was hired by a large investment bank to assist with a global implementation of SAP's General Ledger platform across all the bank's entities. Navigant helped transition the project to a new framework with revised milestones and objectives, including improving financial reporting, integrating liquidity reporting, and providing an overall financial view following acquisitions. Navigant's approach included assessing governance, realigning the team around a new framework, using Agile methodologies to accelerate software delivery, and continuously tracking challenges to meet sprint deadlines. This helped the client set realistic goals and manage the next phase successfully.

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Case Study: Strategic Program Management,
Global SAP General Ledger Implementation
THE CHALLENGE
The second largest U.S. investment bank assembled several
leading consulting firms, including Navigant, to assist with the
global implementation of the SAP General Ledger platform to
improve transparency, reporting and meet regulatory requirements.
As part of this multi-year program, the client engaged Navigant as
the initiative was in transition from its pre-planning stage to a
reconstituted team that was clearly redefined around new
milestones and objectives. The goal of the program was to
implement the SAP General Ledger across all of the client’s
entities in order to improve financial reporting, integrate the liquidity
reporting across the entities and provide an overarching financial
view of the combined organization following several key
acquisitions over the years.
Meeting the budget demands while advising the senior leadership
team in the launch was a key objective along with providing an
enhance organizational framework and governance structure to
generate the required results.
THE SOLUTION
Navigant assisted with the transitional stage of rolling out and
ultimately executing the implementation of the General Ledger.
Navigant’s approach included:
 Strategy: assess current governance framework
 Leadership commitment: re-align team around revised
framework
 Approach: budget requires creative ways to achieve results
 Integrated team: cross train and shared deliverables accelerate
delivery
 Refresh methodologies: bring in Agile to recalibrate software
delivery and team collaboration
 Ongoing tracking: raise challenges, defects and obstacles
quickly while meeting sprint deadlines

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THE IMPACT
Navigant provided the client with new perspectives on how to re-engage the team, set forth realistic
goals and objectives and manage the next phase to a successful completion.
• Respond to impact of
financial markets
• Reduce spending on
large scale programs
• Rationalize systems
and reporting post-
merger
Organizational
Efficiency
• Cross functional
approach yields
results
• Improved reporting
across program
Flexible Yet
Defined
Governance • Redefine lines of
communication
• Continuous
improvement
• Better defined goals
and outcomes
Leadership
Commitment