Processes first.Then the right ERP and EPM.Then automation and AI.
We start by writing your processes down. Then we implement the ERP that fits them, from Microsoft, SAP, Oracle NetSuite, Lensing or iplicit, and EPM beside it, with Oracle EPM, NetSuite EPM or Abacum. The ERP keeps the books of every company in the group, and EPM plans, forecasts and consolidates on the same figures. We connect your other systems to both, and automation and AI build on them.
- Typed by hand
- Passed on by the systems
Today your close and your plan are held together by people, spreadsheets and mail threads.
The same order amount is typed in by hand into a spreadsheet, into the ERP and into local accounting. In a group, it happens again in every country, and each country’s figures and the group’s have to meet in one place. The budget and the forecast sit in another file, and someone reconciles them against the actuals by hand. A properly set up ERP keeps every country’s books itself, with all subsidiaries in the same system.
The way there starts with your processes. Then come the ERP and the EPM that fit them, then automation and AI.
Getting the close and the plan out of spreadsheets and onto the same figures is part of our daily work.
Who we are
120+ consultants and engineers for processes, ERP and EPM, integration and AI.
Cloudmaven is a multi-system house, a partner for ERP, EPM and the systems around them. Cloudmaven's consultants and engineers have worked on finance processes and ERP since 2006, today for customers from the US to Australia. We implement Microsoft, SAP, Oracle NetSuite, Lensing and iplicit as ERP, and Oracle EPM, NetSuite EPM and Abacum for planning, budgeting, forecasting and consolidation. Beyond that, we also cover CRM and HR. We connect the systems through eUnify, our own integration platform, and automate with AI what still runs by hand between them. After go-live, our support team looks after them.
This is how we go about it:
The process level always matters most. Only then comes the system level.
Your processes, written down
In process workshops we go through your core processes with you, always end to end, so that no data silos form. They include order-to-cash, procure-to-pay and record-to-report, and how planning, forecasting and the close should run. Together we agree the future process, with the industry standard as the benchmark.
Steps nobody has written down.
A process that runs on phone calls and lives in one person’s head cannot be automated. So we write it down with the people who do the work. Then we go through every point where it differs from the way the software works and ask together whether this is what makes your company different or something the old system forced on you. We replace the workarounds with the standard and build in what makes you different. Every customisation you avoid is one less thing to test and fix at each software update.
- Typed by hand
- Passed on by the systems
- First the process is written down
- Automation in the ERP and the IT architecture around it
The ERP and EPM
We recommend a system only once the processes are recorded. We are not tied to any single vendor, and the choice follows your processes, your strategy and your expansion plans. We implement Microsoft, SAP, Oracle NetSuite, Lensing and iplicit as ERP, and EPM beside it.
Most often it takes a new ERP. Sometimes yours can stay.
Replace your ERP
You are not sure your ERP is the right one.
We record the processes in every department and write the requirements down in a business requirements document. Against that document and our experience from more than 20 years in the market, we compare Microsoft, SAP, Oracle NetSuite, Lensing and iplicit. You receive all the documents, whether you choose us or not.
ERP evaluationKeep your ERP
Your ERP works; the steps around it are still manual.
It took years to set up, and nobody wants to touch it. We find the steps between quote and payment and between purchase order and payment that still run by hand, and that is where we automate, in the ERP and in the IT architecture around it. We always think in end-to-end processes such as order-to-cash, procure-to-pay and record-to-report.
AI process automationNetSuite Health CheckAdd EPM to your ERP
Your ERP works; planning and consolidation still run in spreadsheets.
We implement EPM beside the ERP you have and connect the two in both directions, so the budget, the rolling forecast, the consolidation and the management reports work from the ERP’s actuals. Before the build, we define with your finance team how planning, forecasting, the close and reporting should run.
Enterprise Performance Management (EPM)The connections
From the end-to-end processes and their data flows we work out which systems you really need, such as CRM, travel and expense management, HR for people and payroll, or treasury. We connect those to the ERP and EPM in both directions, through eUnify, our own integration platform (iPaaS), or through Boomi, Celigo and other platforms. Only then is the ERP the single source of truth that EPM and AI can build on.
- Typed by hand
- Passed on by the systems
- First the process is written down
- Automation in the ERP and the IT architecture around it
Automation and AI
In finance, many recurring steps can be automated by fixed rules. We set up this system automation in the ERP and the connected systems. AI automation is the fourth layer. We put our own AI assistants and AI agents on top, independent of the ERP. They automate further steps in the ERP and the IT architecture, down to reading paper receipts and PDFs. For that, the processes have to be documented in detail.
- Typed by hand
- Passed on by the systems
- First the process is written down
- Automation in the ERP and the IT architecture around it
- Typed by hand
- Passed on by the systems
- First the process is written down
- Automation in the ERP and the IT architecture around it
A month closed in the ERP becomes the group’s report against budget and forecast
An example from record-to-report. From the closed month to the management report, nobody copies a figure into a spreadsheet.
- 01Actuals
Each company closes its month in the ERP. The actuals flow from the ERP into EPM.
- 02Consolidation
Intercompany eliminations and currency translation run automatically in EPM, the same way every month.
- 03Management report
Actuals, budget and rolling forecast stand side by side in one report, which refreshes from the same figures each month.
- Passed on by the systems
A contract signed digitally becomes a sales order and an invoice automatically
An example from order-to-cash. From the digitally signed contract to the invoice, nobody types anything in.
- 01Signed contract
Sales prepares the quote in the CRM with CPQ (configure, price, quote). The customer signs the contract digitally.
- 02Sales order
The ERP creates the sales order automatically.
- 03Invoice
The invoice is created automatically, goes to the customer and is stored in the system.
“Consolidation of two companies, previously 3 working days for one person, now at the push of a button.”
Companies that work with us
At the end of the day, the system is only the vehicle into which we put your processes.
Our free ERP evaluation starts there. We write down your finance, sales, purchasing and operations processes and measure the systems against the best practices of your industry. In-depth process workshops are a paid service. We agree the scope before any detailed work starts. You keep every document, whether you then implement with us, with another firm, or not yet.