Case Study: a financial services company achieves smoother ERP integration and faster month-end close with Robert Half

A Robert Half Case Study

Preview of the Financial Services Company Case Study

a financial services company cuts month-end close from 28 days to 1 week with Robert Half

A financial services company faced significant challenges after its ERP implementation, managed by an external consultancy, became costly and fell behind schedule. To reduce risk and gain control, the company turned to vendor Robert Half to bring the project in-house by appointing a new ERP Project Manager.

Robert Half provided a skilled ERP Project Manager, two business analysts, and three finance functional leads. This new team established a PMO, reengineered processes, and drove a successful User Acceptance Testing program. The result was a seamless deployment that drastically reduced the company's month-end close process from 28 days to just one week.


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