What we do
Platform evaluation and selection
Implementation and data model design
Planning process design embedded in the tool
Optimization for underperforming implementations
Reporting framework and wireframe design
What We Do
Platform evaluation and selection
Implementation and data model design
Planning process design embedded in the tool
Optimization for underperforming implementations
Reporting framework and wireframe design
Case Studies
Real results for real finance teams. See how we’ve helped companies close faster, scale smarter, and transform their office of the CFO.
• BUSINESS SYSTEMS & TRANSFORMATION
NATIONAL NONPROFIT
Legacy ERP Modernized: NetSuite Implemented and 9 Systems Consolidated to 6 for a National Nonprofit
9 → 6
Systems consolidated
4
Solution workstreams delivered
Solution workstreams delivered Excerpt: A large national nonprofit facing end-of-life ERP support and growing inefficiencies across AP, vendor onboarding, and forecasting needed a full technology transformation. Alliance led ERP selection through to full NetSuite implementation, consolidating nine systems to six, integrating RAMP for AP automation, and establishing a scalable, data-driven operating environment.
NONPROFIT
• AI & ANALYTICS
PE-BACKED
From 20-Day Billing Backlogs to 2-4 Days with AI-Enabled Invoice Automation
20 → 2-4 Days
Invoice processing time reduced
5
AI-powered solution components deployed
A PE firm's portfolio company struggled with a highly manual billing process requiring 20+ days to generate and distribute invoices, straining cash flow, and inflating DSO. Alliance designed and deployed an AI-enabled billing solution that automated contract extraction, billing logic, and invoice generation which resulted in cutting processing time to 2-4 days and building a scalable process that grows without added headcount.
PORTFOLIO COMPANY
• HUMAN CAPITAL SOLUTIONS
PE-BACKED
24 Technical Hires in 10 Months to Build Out a Product and Engineering Organization
24
Technical hires completed
10 Months
Full build-out delivered
A venture-backed aerial intelligence company needed to rapidly scale across engineering, DevOps, UI/UX, product, and API development, plus interim Salesforce and Microsoft business systems support. Alliance delivered targeted executive search, direct hire, and flexible interim staffing to complete 24 hires and meet critical product milestones.
TECHNOLOGY
The right tool, implemented the right way, makes planning faster and better.
Let’s help you get there.
Frequently Asked Questions
Usually one of three things: the data model was built incorrectly, the planning process wasn’t redesigned to match how the tool works, or adoption stalled because the team wasn’t prepared for the change. All three are fixable, and Alliance has helped organizations turn around underperforming planning tool implementations across the major platforms.
It depends. Many organizations jump to a new tool when the real problem is a process design issue that a new tool alone won’t fix. Alliance helps organizations answer that question honestly before making a significant platform investment.





