Client Name: Water and energy provider
Project Name: Financial Management System Evaluation
Project Start: 2022
Project Completion: 2022
Project Background
Engaged to support the review, analysis, and business case development for its Financial Management System (FMS) replacement initiative. The organisation required strategic advice and delivery support to assess future needs and identify the most effective path to replace its legacy finance systems while aligning with broader integration needs across Finance, IT, and Procurement functions.
Juce Advisory led the full lifecycle of the engagement, from scoping and requirements discovery to delivery of the final business case and implementation roadmap. The work ensured alignment with budget constraints, stakeholder expectations, and internal change readiness.
Project Scope & Methodology
Current State Analysis & Requirements Gathering
- Conducted workshops with stakeholders across Finance, Procurement, and IT to identify pain points and strategic needs.
- Documented key operational challenges and process inefficiencies in the current FMS setup.
Options Analysis and Future State Definition
- Evaluated multiple system options, including commercial off-the-shelf (COTS) solutions and platform-based ERP upgrades.
- Conducted structured market scanning and developed future state requirements aligned to functional goals.
Cost Modelling & Scenario Planning
- Built detailed financial models to assess cost, timing, and risk under various implementation scenarios.
- Evaluated total cost of ownership (TCO), ROI, and change management investment needs.
Implementation Roadmap Development
- Developed a practical phased rollout plan, including sequencing, resource requirements, and integration considerations.
- Aligned the roadmap with funding windows, internal capability constraints, and delivery risk tolerance.
Business Case Delivery
- Prepared a business case incorporating strategic justification, investment rationale, and implementation planning.
- Supported internal endorsement and executive presentation of final recommendations.
Project Outcomes & Value
- Delivered a future-ready implementation roadmap for a modern financial management system.
- Enabled strong alignment across Finance, Procurement, and Technology functions through integrated planning.
- Improved stakeholder confidence in investment readiness, financial justification, and risk mitigation approach.
- Final business case endorsed by executive leadership to guide system selection and procurement phases.
- Value: $120,000.
Alignment to Panel Sub-element(s):
- Program and project design and planning
- Project scheduling and implementation support
- Cost modelling and resource planning
- Benefits analysis and change planning
- Assurance and business case development