1. INSURANCE AND
INVESTMENT MANAGEMENT
CASE STUDY:
STRATEGIC PROGRAM
MANAGEMENT, GLOBAL
SAP GENERAL LEDGER
IMPLEMENTATION
THE CHALLENGE
A large 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
ALISON ROONEY
DIRECTOR
646.227.4703
alison.rooney@navigant.com
navigant.com
About Navigant
Navigant Consulting, Inc. (NYSE: NCI) is a
specialized, global professional services firm
that helps clients take control of their future.
Navigant’s professionals apply deep industry
knowledge, substantive technical expertise,
and an enterprising approach to help clients
build, manage and/or protect their business
interests. With a focus on markets and clients
facing transformational change and significant
regulatory or legal pressures, the Firm primarily
serves clients in the healthcare, energy and
financial services industries. Across a range
of advisory, consulting, outsourcing, and
technology/analytics services, Navigant’s
practitioners bring sharp insight that pinpoints
opportunities and delivers powerful results.
More information about Navigant can be
found at navigant.com.

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Navigant Consulting is not a certified public accounting firm and does not provide audit, attest, or public accounting services.
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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.
FLEXIBLE YET DEFINED
GOVERNANCE
•• Cross functional approach yields
results
•• Improved reporting program
•• Respond to impact of financial
markets
•• Reduce spending on large scale
programs
•• Rationalize systems and reporting
post-merger
ORGANIZATIONAL EFFICIENCY
•• Redefine lines of communication
•• Continuous improvement
•• Better defined goals and
outcomes
LEADERSHIP COMMITMENT