Operational Implementation &
Optimization

Operational Implementation Challenges

Executive Board Members

Internal resources are lacking for the evaluation and implementation of complex IT systems. Experienced project/programme management with expertise in IT/software development and technical requirements is needed.

Private Equity

For departmental teams, creating system requirements and taking on project roles is often a challenge due to a lack of experience. They require external support or the upskilling of their internal employees.

IT Managers

Insufficient technical requirements complicate IT implementation. Support in structuring and prioritising requirements is needed to ensure efficient and error-free execution.
IT is facing overload due to projects and limited internal resources, and requires external support to deliver project services.

Operational Optimization Challenges

Executive Board Members

The management wants to reduce operating costs and is looking for an independent body to identify and implement potential. In addition, there is often a lack of internal competence to introduce ESM tools, or there is concern about inconsistent implementation.

Departemental teams

For business departments, creating system requirements and taking on project roles is often a challenge due to a lack of experience. They need external support or the empowerment of their internal employees.

IT Managers

IT managers are looking for support in the introduction and evaluation of ITSM or ESM solutions, as internal resources or the necessary experience are often lacking.

Our Services: Operational Implementation

Target Group: Executive Management, IT Management

Brief analysis to determine the IT positioning with benchmarking, areas for action, and a concrete roadmap. Ideal for a quick start into larger strategic initiatives.

Outcome: Controlled project, secured achievement of objectives, established transparency and reporting.

Target Group: Business Unit + IT

Temporary assumption of the PO role if no internal experience or resources are available. Goal: Ensuring the technical perspective in agile implementation.

Duration: Controlled backlog development, sprint planning, stakeholder management

Target Group: Project and Programme Managers​
Description: Establishment and operation of a professional PMO including templates, reporting, resource management, and deadline tracking.​
 
Outcome: Relief for project management, improved control, transparent project status
Target Group: Executive Management, Business Unit + IT​
Description: Creation of requirement specifications and execution of tenders for IT systems and IT services. Support during contract negotiations and project initiation.​
 
Outcome: Decision on system and integration partner. Contract for implementation and operation. Project proposal for implementation.

Our Services: Operational Optimisation

Operational Efficiency Quick Scan

Target Audience: Executive Management / IT Management
 
Rapid analysis of operational processes to identify potential savings, automation opportunities, and quality improvements.
 
Duration: 2–4 Weeks |
 
Outcome: Report with Quick Wins, Prioritisation, and Implementation Plan

Process Automation in Ongoing Operations

Target Audience: Executive Management, IT Management

 

Identification and implementation of automation potential using existing tools (e.g., ESM, RPA, Workflows). Aim: Relief, Error Prevention, Speed.
 
Outcome: Automated Partial Processes, Reduced Lead Times

ESM/ITSM Implementation (Tool + Processes)

Target Audience: Executive Management, IT Management
 
Support with the introduction or optimisation of an Enterprise Service Management (ESM) or IT Service Management (ITSM) system. Focus: Processes, Tool Selection, Change Management.
 
Outcome: Target Processes, Tool Roadmap, Rollout & Implementation Support

Interim Operational Management

Target Audience: Companies with vacant roles or in transition phases
 
Temporary assumption of management responsibility in operations (e.g., Head of Operations, Service Manager) until permanent re-staffing or stabilisation.
 
Outcome: Continuity, Knowledge Transfer, Structural Development

Operational Efficiency Quick Scan

Target Audience: Executive Management / IT Management
 
Rapid analysis of operational processes to identify potential savings, automation opportunities, and quality improvements.
 
Duration: 2–4 Weeks |
 
Outcome: Report with Quick Wins, Prioritisation, and Implementation Plan

Process Automation in Ongoing Operations

Target Audience: Executive Management, IT Management

 

Identification and implementation of automation potential using existing tools (e.g., ESM, RPA, Workflows). Aim: Relief, Error Prevention, Speed.
 
Outcome: Automated Partial Processes, Reduced Lead Times

ESM/ITSM Implementation (Tool + Processes)

Target Audience: Executive Management, IT Management
 
Support with the introduction or optimisation of an Enterprise Service Management (ESM) or IT Service Management (ITSM) system. Focus: Processes, Tool Selection, Change Management.
 
Outcome: Target Processes, Tool Roadmap, Rollout & Implementation Support

Interim Operational Management

Target Audience: Companies with vacant roles or in transition phases
 
Temporary assumption of management responsibility in operations (e.g., Head of Operations, Service Manager) until permanent re-staffing or stabilisation.
 
Outcome: Continuity, Knowledge Transfer, Structural Development

References: Operational Implementation

References: Operational Otimisation

Financial Management : Challenges

A lack of transparency in financial figures and cost structures makes sound decision-making difficult. This leads to inefficient accounting and financial processes, which in turn result in inadequate budget planning and control. The outcome: increasing cost pressure with no identifiable potential savings.
Lack of internal resources due to staff shortages (e.g. turnover, illness).
High workload during project or closing phases (monthly, quarterly, and annual closings) leads to:

 

Backlogs in accounting and unorganised or incomplete accounts.

 

Increased audit and review efforts.
Project managers require support with the introduction and evaluation of ERP solutions, as internal resources or specific expertise are often lacking.

Our services: Financial Management

Operational & Technical Support

Target Audience: GM / CFO / PM

 

Support with monthly, quarterly, and annual financial statements, audits, or complete accounting processing.

 

Result: Ensuring order, completeness, and traceability.

Process and System Optimisation

Target Audience: GM / CFO / PM
 
Process optimisation in accounting and finance, and support with ERP implementations and system changes.
 
Result: Establishment of efficient processes, reporting, and control structures.

Planning and Control

Target Audience: GM / CFO
 
Support with budget preparation and forecasts, ongoing budget monitoring, and variance analyses.
 
Result: Improved planning capability and identification and implementation of cost savings.

How we work: Financial Management

Companies often face recurring or acute challenges in finance and accounting. We offer tailor-made operational, supporting, or leadership functions – on a temporary or permanent basis.

Possible Roles

CFO (Chief Financial Officer)Strategic and operational overall responsibility for finance, controlling, and corporate governance.
 
Head of FinanceLeadership and further development of the finance department, ensuring efficient processes and financial statements.
 
Finance and Accounting SupportOperational support in daily accounting and financial affairs.
 
Audit SupportPreparation, accompaniment, and follow-up of internal and external audits.
 
Project Role ERP ImplementationTechnical support, process definition, and interface to the IT department.

Methods

The choice of methods is guided by the specific challenges and goals of your company. These include:

 

Financial Analysis

 

Company Valuation

 

Investment and Decision-Making Calculation

 

Benchmarking

Your Benefits

Increased Planning Certainty

 

Stabilisation in Crises

 

Liquidity Safeguarding

 

Transparency and Control

 

Risk Minimisation

Competencies

Interpretation of Financial Data and Forecasts
 
Scenario and Decision Analyses
 
Documentation, Reporting, and Proof Obligations
 
Planning and Management of Financed Measures

References: Financial Management

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