100% unbiased, client-side advisory for your next core system.
Independent Procurement Advisory
A structured, evidence-based evaluation process that puts your board back in control of one of the biggest capital and governance decisions it will make, not the vendor.
4-Phase Process
From functional requirements through to a board-ready business case.
8 to 12 Weeks
Typical timeline from kickoff to final recommendation, vendor-dependent.
20+ Years Finance Leadership
Every engagement led by a practitioner who's actually sat in the seat.
Choosing a new core financial platform is one of the biggest capital and governance decisions your organisation will make. This process exists to replace vendor-led sales pitches with a structured evaluation your board can genuinely stand behind.
How it works
Four phases, typically completed within eight to twelve weeks depending on vendor responsiveness.
Functional requirements and workflow mapping
An exhaustive, prioritised requirements matrix across finance, payroll, programs and operations, built around your actual daily accounting reality. Multi-funder grant acquittals, capital versus operational splits, DGR tracking, and the integrations you genuinely need with your CRM or NDIS management portal. Not a generic checklist every vendor happily ticks yes to.
Target system topology
Before a single vendor is approached, we map your target operating model: what belongs in the core general ledger, what stays in operational sub-systems, and where direct integrations are actually required. Your board walks into the market with its own architecture defined, not the vendor's.
RFP management and stress-testing
We draft and issue the RFP, manage every vendor conversation, and script demonstrations around your organisation's own raw, anonymised scenarios. A split invoice across three funding bodies. AASB 15 versus AASB 1058 revenue recognition. A multi-year grant acquittal report pulled straight from the ledger. Generic sales demos don't survive this stage.
Board-ready business case
A full total cost of ownership model covering implementation, backfill resourcing, integration maintenance, training and ongoing support, handed to your board or audit and risk committee as a transparent, defensible recommendation.
100% client-side, always. We don't accept software reseller margins, vendor kickbacks or commission fees on procurement engagements. Our fee is agreed directly with you, and nothing else changes hands.
What you walk away with
A prioritised requirements matrix
Built around your actual accounting reality, not a generic feature checklist.
A defined target system topology
What sits in the core ledger, what stays operational, and where integrations belong.
A managed, vendor-neutral RFP process
Every demonstration stress-tested against your own real scenarios, not a sales script.
A board-ready TCO business case
A transparent, full-lifecycle cost model and final recommendation your board can act on.
Common questions
How long does the whole process typically take?
It depends on organisational complexity and how responsive vendors are, but most engagements run eight to twelve weeks from kickoff to final recommendation.
Do you take a fee or commission from software vendors?
No. We don't accept reseller margins, vendor kickbacks, or commission of any kind. Our fee is agreed directly with you upfront.
Will you tell us if none of the vendors are actually a good fit?
Yes. Because there's no commission at stake, if the market genuinely doesn't have a strong fit yet, we'll say so rather than push you toward a compromise.
Do we need a vendor shortlist already?
No, that's part of the process. We help identify who's actually worth evaluating based on your topology and requirements, not a generic top-five list.
Let's talk through your requirements and technology roadmap before your organisation is sitting in a vendor's pitch deck.
Contact Us