The client required a reconciliation solution for their operational accounting department to ensure control over transaction volumes and payment methods, which had increased due to a merger.
We provided end-to-end support, incl. defining requirements, evaluating make-or-buy decisions, conducting market impact analyses, and managing vendor selection. We guided the client through every step by developing a long list and short list, issuing RFI and RFP documents, executing a proof of concept (PoC), and overseeing the contracting phase. Additionally, we offered expertise in payment processing and methods while ensuring structured, efficient project management.
In just four months, the project was completed successfully, with all stakeholders—including unselected vendors—satisfied with the professionalism of the selection process.
