Case Study: Mourant Ozannes achieves single-firm financial visibility with Thomson Reuters Elite 3E

Standardized 3E Platform Enables Single Firm Visibility

Mourant Ozannes was created in 2010 by merging two leading offshore firms to form a 200-fee-earner, 50-partner practice across the Cayman Islands, Guernsey, Jersey and London. A key post-merger priority was replacing an unsustainable legacy setup (Microsoft Dynamics linked to a bespoke billing system) that required manual time-to-GL processes and prevented management from getting timely, firm-wide financial visibility.

The firm standardized on Thomson Reuters Elite 3E, executing a four-phase conversion and thorough testing to minimize downtime and build in flexible controls. Within eight months they were operating as a single platform, gaining centralized billing and GL integration, more accurate financial reporting, faster month-end close, improved time capture and actionable dashboards — giving leadership clearer visibility, tighter controls and a scalable foundation for growth.

Ozannes

Peter Pichler

COO