Case Study: Altum’s Approach to ERP Deployment across Finance, Supply Chain, and Product Portfolio

Altum Strategy Group has been aiding a restaurant and retail client in transforming its financial and supply chain systems as part of a continuing two-year partnership. Starting with a requirements-based software selection, Altum thoroughly examined the client’s needs and culture, identifying the business’s critical issues and challenges. The software selection process included over three hundred requirements, incorporating process flows across 19 business process areas. This selection process involved three distinct ERP solutions, with more than 40 stakeholders contributing to the final decision.

Following the selection, Altum continued as the Solution Architect, overseeing the data transformation. The Altum Team adeptly directed the chosen implementation partner, leveraging their experience in business operations and requirements. As Solution Architect, Altum facilitated the deployment of Financials, Supply Chain Management, and Warehouse and Inventory Management. Under Altum’s leadership, the client opted for a location-based deployment strategy, which allowed for effective implementations built upon previous successes.

Financial Operations Transformation

With Altum’s assistance, the client’s initial deployment focused on their financial operations. As part of this rollout, Altum implemented the following functionalities within the new system:

• Accounts Payable
• Accounts Receivable
• Fixed Assets

From a data perspective, Altum enabled the client’s processes through:

• Extraction, Transformation, and Load of over 1,500 customers into the new ERP
• Extraction, Transformation, Consolidation, and Load of over 1,000 suppliers into 640
• Over 13,000 open Accounts Payable invoices
• Over 880 open Accounts Receivable invoices
• Over 74,000 Fixed Assets
• Over 14,000 Transaction Data elements, including monthly and annual trial balances.

As a result of this transformation and the increased efficiencies enabled by the new ERP, the client was able to:

• Reduce the average Payment Time by 10 days, cutting the average Processing Time from 19 days to 9.
• Reduce the backlog of the 13,000+ Open Invoices by 50% to just over 5,900 invoices.
• Enable On-time Payment of a significantly greater number of invoices than the previous systems.

Supply Chain, Inventory, and Warehouse Transformation

Once the financial deployment went live and stabilized, the Altum team persisted in delivering thought leadership, data management, and transformation services for the Supply Chain, Inventory, and Warehouse management modules. During the initial transformation phase, Altum spearheaded the Extraction and Transformation processes for the initial location-based go-live:

• Over 4,500 Products & Items
• Over 21,00 Recipe Lines
• Over 3,300 Purchasing Agreements
• 125 Sourcing Rules
• Over 19,000 Assignment Rules
• Over 3,300 Supplier Rules
• Over 4,700 UPCs
• Over 900 units of Measure Conversions
• Over 388,000 lines of Consumption History

Product Management Transformation

In conjunction with the other go-lives, Altum streamlined its product portfolio by concentrating on the key business drivers.

• Items: Reduced from 250,000 to 50,000 items
• Recipes: Realigned 90,000 recipes down to 50,000, while updating 10,000 active recipes that were missing items
• Sourcing/Assignment Rules: Modified rule logic strategy, condensing from 39 million rules to 200,000

Altum’s strategic approach and expert guidance greatly enhanced the client’s financial, supply chain, and product portfolio operations, boosting efficiency and improving customer satisfaction.