Case Studies

Financial Supply/Chain Enterprise Resource Planning Automation



Region: North, Central and South Americas


A global investment banking non-profit organization automates their financial supply/chain and grants accounting across Americas (North, Central and South Americas) by implementing PeopleSoft Financials and Treasury applications in a multi-currency and multi-lingual environment with critical integrations across global banking, procurement, and centralized accounting

Objectives and Challenges

  • Objectives: Implement integrated global supply/chain and financial operations and integrate with parent company with modern enterprise applications
  • Challenges: Global Supply/Chain with Multiple Currencies; Complex banking integrations with global banks; Multi-lingual application support; Centralized Multi-lingual training; Critical compliance on procurement, banking and accounting; Critical parent company integration with SAP Applications; Complex Grants and Collateral Debt/Investment Management


  • Digital transformation across multiple countries on Supply/Chain, Procurement, Grants, Banking, Payables/Receivables and Accounting
  • Streamlined parent company integration with SAP Applications
  • Successful centralized training programs in multiple languages
  • Compliance based banking and procurement integrations and reporting
  • Real-time multi-billion-dollar grants, investment, debt and cash management in a multi-currency and complex compliance environment
  • Centralized document management with automated workflows


  • Centralized multi-billion-dollar supply/chain, procurement, banking, grant and accounting management solution
  • Transparent streamlined integrations with parent company
  • Eliminated manual spreadsheets, reports, calculations, document management and workflows through digital automation
  • Centralized multi-lingual training programs and context specific help across applications

Products and Technology

  • PeopleSoft Supply/Chain
  • Oracle
  • PeopleTools
  • Microsoft Technologies
  • JavaScript
  • Cronjobs
  • Hyperion
  • ODI
  • Documentum
  • PGP
  • Adobe