Context
- Engineering firm specializing in design and implementation of energy systems
- Operations across Slovakia and Czech Republic
- 2+ country operations with separate Money S5 ERP systems
- Multi-year partnership with Onetribe starting from strategic CFO advisory request
- Subsequent ERP migration from Money S5 to Baris in Slovak entity during engagement
Challenge
- Leadership had correct strategic questions but lacked data to answer them
- Two separate Money S5 systems across two countries without integration
- Project forecasts managed in Excel spreadsheets outside accounting systems
- Manual consolidations requiring 10+ days after month-end close
- Sales bonus system based on volume rather than profitability
- Data and systems prevented quality strategic decision-making
- Need for integrated view of actual results and forward projections
What Was Implemented
- Integration of both Money S5 systems (SK + CZ) with automated daily data extraction
- Standardization of chart of accounts and dimensions across entities
- Integration of projection models directly into data model
- Automated revenue, cost, and cash flow projections based on open projects
- ERP migration from Money S5 to Baris for Slovak entity without reporting interruption or historical data migration
- New system standardized into existing data model maintaining continuity
- AI layer piloted as early client of Onetribe AI for on-demand management reports and deep analysis
- Natural language access to detailed financial analysis
- Identification of margin leakage to project suppliers
- Redesign of sales bonus system separating volume from profitability
- Ongoing assistance with annual business plan development
Outcomes
- Consolidation time reduced from 10+ days to real-time
- Management visibility shifted from historical to forward-looking with integrated projections
- ERP migration executed without reporting interruption or data loss
- Reporting continued uninterrupted during system transition
- Management unaware of migration complexity due to seamless execution
- Sales bonus system now aligned with long-term profitability rather than just volume
- Business plan built on data rather than estimates
- CFO support available on-demand through AI tools
- Multi-year continuous partnership from initial meeting through AI-powered strategic advisory