Oakmont Limited provides business and finance services, document and records management solutions, and has expertise implementing the Concur expense management system for clients. They have over 30 years of experience working with major corporations in industries like manufacturing, services, and utilities. The company profiles several employees who have relevant roles, expertise, and experience delivering solutions to clients across different organizations and industries.

1. 17 May 2013Oakmont Limited
Oakmont Limited
Our goal is to provide our customers -- whether a major corporate client or
a small business enterprise -- creative, cost effective and personalised
business solutions.

2. 17 May 2013Oakmont Limited
Oakmont Limited
Business & Finance Services:
 Business Best Practice : development of KPI [Key Performance Indicators] monitoring for Finance processes
[Payables. Receivables. Cash Management, Balance Sheet controls]
 End to End process analysis & development
 Finance Shared Services
 Centralised & automated Employee Travel Expense management
 Small & Medium sized business Finance and Accounting packages
Document & Records Management Solutions:
 Extensive experience delivering Document Management solutions for Small Medium Businesses [SMEs] and
major corporates.
 Services cover the entire business process and development cycle -- Business Analysis & Requirements
gathering, Design iterations & User Testing, Deployment and System Architecture consultation. Deliveries include
add-on interfaces for keyword metadata & taxonomy management, document scanning and conversion to
OCR/PDF format.
 IBM Business Partner focussed on IBM collaboration software and solutions.
With over 30 years financial & business experience with major international
corporations in UK, USA, Japan, Australia and New Zealand, Oakmont offer
comprehensive input and guidance on the delivery of solutions including:

3. 17 May 2013Oakmont Limited
Business Profile – Fiona Croft
Managing Director of Oakmont, Fiona brings a refreshingly independent depth of
experience to the world of Business & Finance.
Key Roles
Industries and
Organisations
Relevant Expertise
 Shared Services Director
 Financial Controller
 Project Manager
 Change & Transition
Management
 Company Director
Industries
 Manufacturing
 Service Industries
 Utilities
 Telecom
Organisations
 Severn Trent Water
 Cable & Wireless
 Hercules
 Alps Electric
 Ericsson
 De La Rue
 Thomas Cook
 Newedge Group
Change & Project Management
People Development: management, mentoring & coaching
Business planning: forecasting, budgetary management & control
Business reporting: statistical & compliance
Cash & working capital management
Process review & redesign: Procure to Pay, Order to Cash
Legacy systems consolidation & migration
Systems integration and implementation
Finance & HR Shared Services (insource & outsource)
Set up & implementation of Shared Services
Concur Project Management and Deployment [Cable & Wireless,
De La Rue, Ericsson, Severn Trent Water, Thomas Cook]

4. 17 May 2013Oakmont Limited
Business Profile – Murray Croft
Co-Director, Murray brings comprehensive knowledge & experience to the business interface
Enabling Business and IT based processes and solutions
Key Roles
Industries and
Organisations
Relevant Expertise
 Company Director
 Marketing Manager
 Marketing Services Manager
 Business Consultant
 IT Systems Consultant
Industries
 Manufacturing &
Pharmaceuticals
 Services & Banking Industries
 Global Shipping
 Utilities
 Public Bodies
Organisations
 Hercules
 Eli Lilly
 SSL International
 AP Moller/Maersk
 Capital Bank / Bank of Scotland
 HSBC
 Cushman & Wakefield LLP
 Crossrail
 Yorkshire Water
 UK Cabinet Office
 IBM Notes / Domino Specialist
 Team Based Colloboration
 Document & Records Management solutions
 Taxonomy design & build
 Business analysis,
 Process Analysis
 End to end system design & build
 System prototyping, design and architecture
 Website design
 Cost effective hosted solutions for SMEs
 Member IBM Notes/Domino Business Partner Council

5. 17 May 2013Oakmont Limited
Business Profile – Sue Fairley
Consultant & Project Manager
Key Roles
Industries and
Organisations
Relevant Expertise
 Project Manager
 Change Transition Manager
 Business Manager
 Manager Customer Service
Industries
 Airline
 Service Industries
 Travel
 Public Sector
 Education [University]
Organisations
 British Airways
 TUI Travel
 First Choice
 Delta Airlines
 Jet2
 BAA
 Surrey Police
 King’s College London
 Newedge Group
Change & Project Management
People Management,; coaching & development
Development & implementation of SOPS (standard operating
procedures)
Business Planning: forecasting & scheduling
Restructure of Airline Services, focusing on departmental
restructure – Shared Services
Development & implementation of Premium Customer Standards
Employee Services process review & redesign
Implementation of performance unit to manage travel expense
system
CMI Assessor for Project Management
Consultant Assessor for IITT (TPMA)
D & I / EOPS Trainer
EASA/CAA Instructor
Concur Project Management and Deployment [Newedge, Tesla]

6. 17 May 2013Oakmont Limited
Business Profile – Steve Ratledge
Experienced IT professional with a strong business and commercial focus.
A proven track record of delivering "cost appropriate" IT services, solutions and business change.
Key Roles
Industries and
Organisations
Relevant Expertise
 Head of IT Business Services
 Change Transition Manager
 IT Consultant
 IT Project Manager
 IT Business Analyst
Industries
 Legal
 Accountancy
 Consulting
 Real Estate & Property
Management
 Travel
 Consutruction & Civil Engineering
Organisations
 Arthur Andersen LLP
 Clifford Chance LLP
 Addleshaw Goddard LLP
 Cushman & Wakefield LLP
 Holiday Autos (part of Last
minuite.com)
 Business Analysis
 Extensive Project management
 Business Process Reengineering
 ITIL and IT Function Management
 Delivery of Customer focused IT
 Business Systems implementation
 Finance System Configuration and Deployment
 Expensive knowledge of Time and Expense system, [Concur]
 Experience of working with offshore/outsourced developers
Concur Project Management and Deployment [Cushman &
Wakefield]. Migration of Concur Expense Pro to Concur T&E

7. 17 May 2013Oakmont Limited
Business Profile – Concur Expertise
Company Name Concur Module Scope
 Cable & Wireless
 Severn Trent Water
 Ericsson AB
 Britvic
 Cushman & Wakefield LLP
 T&E
 T&E,
 Concur Intelligence
 T&E
 T&E
 T&E
 Concurrent UK & USA rollout
14,000 Users Circa 4,000 transactions per month
Phase 2 European deployment 11 countries
Internal Audit Process
 UK deployment 5,000 Users Circa 2,500 transactions per month
Internal Audit Process
T&E deployed for Purchasing Card allocation and approval
Reconfiguration of Concur to support migration from Oracle to SAP
Syria & Iran
System configuration
Concur CES module system support (version no longer supported
by Concur)
 Migration from Concur Expense Pro to Concur T&E

8. 17 May 2013Oakmont Limited
Business Profile – Concur Expertise
Company Name Concur Module Scope
 Newedge Group
 Expense
 Cliqbook
 Audit
 Receipt
 Invoice
Global deployment [UK/EMEA, USA & APAC]
All elements of expense deployed including travel allowance
configuration, financial extract integration, Tax reclamation & VAT,
cash advance, authorization requests, corporate card support,
expense workflow, compliance and administration.
Cliqbook travel booking solution implemented and deployed
including a customised workflow and approval process
deployment of Enhanced Audit; expense reports audited in
accordance with compliance policies. Managed the audit rule table
from inception to delivery, including client compliance
Paper receipt handling implementation end to end process
deployed
Implementation of invoice capture and automation of vendor
payments

9. 17 May 2013Oakmont Limited
Business Profile – Concur Expertise
Company Name Concur Module Scope
 Newedge Group
[continued]
 Advantage Services
 Pay
 Intelligence
 Mobile
 Training
Global deployment [UK/EMEA, USA & APAC]
Advantage Services implemented and deployed with particular
reference to user support and service administration.
Initial research and training undertaken to be deployed late 2010 in
EMEA.
All aspects of the reporting functionality for travel and expense and
also including Managed intelligence- the development of customised
reports for individual client, deployed.
Implemented and deployed
Completion of on-site client training on one to one basis and group
demonstrations. Supported Concur representatives in group training
environment

10. 17 May 2013Oakmont Limited
Business Profile – Other Relevant Projects
Company Name Relevant Project
 De La Rue
 Severn Trent Water
Process analysis and documentation for ‘end to end’ T&E process including pre-approval, travel
booking, claim and reimbursement process
Analysis of risks and exposures in current process
Process improvement recommendations and associated benefits
10 UK business units, 6 accounting systems
De La Rue deployed Concur using in-house project management
 UK Implementation of HRG online travel booking tool
 Similar to Cliqbook but not integrated with reimbursement process.
Implementation of eInvoicing (OB10) Similar to Concur invoice module
Supplier invoice delivered electronically
Workflow utilises accounting system rather than Concur workflow

11. 17 May 2013Oakmont Limited
Contact Us
For more information:
Oakmont Limited
Tel: +44 (0) 1604 675 204
e-mail: info@oakmont.co.uk
web: http://www.oakmont.co.uk