1. A complete guide to transforming your organization
This book addresses the challenge of implementing a financial information system, dividing its content into three essential pillars:
- Insight: Understand your company's true needs, assess risks, and make informed decisions without external influences.
- Proven Methodology: Apply comprehensive project management strategies, backed by practical experience, to ensure the success of your ERP.
- System Design and Implementation: Learn the critical steps for parameterizing, designing, and implementing financial systems, ensuring effective results.
2. Practical and visual approach
Using a deductive method and visual aids, the book translates theoretical concepts into practical applications, reflecting real-life business cases that will facilitate understanding.
3. Relevance to multiple profiles
- Executives: They will gain tools to guide the project from conception to critical decision-making.
- Project managers: They will have proven methodologies to size and lead each stage of the effort.
- Functional and technical users: They will learn to adapt to new dynamics, becoming agents of positive change.
- Consultants and related professionals: They will discover fertile ground in financial systems management, transforming challenges into opportunities.
4. Much more than an ERP
This book focuses not only on the technical use of software, but also on how a well-executed implementation can be the difference between a wasted expense and a strategic investment that boosts an organization's financial growth.
Ideal for those seeking a comprehensive, practical, and strategic approach to financial systems project management.
Book: Successful Financial Information Systems Projects
Glossary and Acronyms
Key terms and acronyms essential to understanding the concepts presented.
Prologue
Introduction to the content and vision of the book.
Main Chapters
1. The Need of the Company
- Strategic use of information and adaptation of customized solutions.
- Financial reporting processes, objectives and management systems (ERP).
- Evolution of organizational needs.
2. Market Offerings
- Analysis of global and local solutions.
- Best practices, technological considerations, and implementation consulting.
3. Evaluation of the Best Option
- Selection criteria, evaluation report and areas involved.
4. Project Management
- Fundamental Concepts: Strategies, roles and project life cycles.
- Initiation, Planning and Execution: Areas of knowledge and project integration.
- Control, Closure and Post-implementation: Monitoring, completion and post-implementation evaluation.
5. User Population
- Types, profiles and skills of users.
- Management indicators and key roles as superusers.
6. Solution Design
- Main components and critical points of the ERP.
- Data migration and strategic vision of the system.
7. Operating Systems and Financial Applications
- Operational structure of the system and its effects on accounting.
- Key financial applications such as general ledger and ETL.
8. Management Databases
- Architecture, user tools and specialized reports.
- Use of information portals and artificial intelligence.