Case Study: Global Financial System Migration - UAT

🔎 Refer project details at here.

Overview:

• Global financial system migration project for a Fortune 500 client in the consumer goods industry, with significant market presence in lifestyle and personal care segments.
• Transition from legacy Hyperion Financial Management (HFM) to OneStream XF.
• As Lead F&A and focal point for the Consulting team on the project included:
  • Directly managed and led User Acceptance Testing (UAT) efforts for 5 key countries in the APAC region, verifying that financial data in OneStream reconciled with SAP.
  • Scope: 80+ critical financial reports, impacting operations across the organization
  • Duration: Approximately 2.5 months (Aug 2021 to Nov 2021)

Diagram

Solution:

1. Comprehensive UAT Process:
   • Executed test cases for critical financial data across SAP and OneStream XF
   • Validated complex calculations, including currency conversions and intercompany eliminations
2. Data Validation Framework:
   • Implemented structured approach to identify, document, and resolve discrepancies
   • Created automated Excel templates for faster discrepancy identification
3. Stakeholder Management:
   • Regular communication with global teams and stakeholders
   • Coordinated with local and regional finance teams to address country-specific issues
4. Issue Resolution:
   • Managed resolution process for data mapping errors, integration issues, and configuration settings
   • Conducted retesting to verify effectiveness of implemented solutions

Value Delivered:

1. Data Accuracy:
   • Achieved 100% accuracy across 80+ critical financial reports.
2. Leadership:
   • Led 10+ analysts on UAT for over $1 billion revenue impact project across 5 countries in APAC region.
3. Successful System Transition:
   • Achieved timely data migration and testing, facilitating smooth financial operations post-migration.
   • Ensured critical financial processes (month-end, quarter-end, year-end closings) were accurately replicated in the new system.
4. Stakeholder Impact:
   • Recognized by global finance leadership for exceptional attention to detail and problem-solving skills during the critical system migration.
   • Received positive feedback from regional, local teams on the effectiveness of training and support provided.
5. Efficiency Improvements:
   • Implemented automated tools, reducing error identification time.
   • Standardized data formats, reducing errors by 95%.
6. Knowledge Transfer:
   • Created documentation for the new system and trained 10+ finance professionals, achieving 95% user adoption rate within first month.
   • Contributed insights for future system migrations and financial process improvements.