Outdated finance systems, disconnected processes, and poor data quality limit growth, increase risk, and reduce decision-making confidence. Without change, finance teams face:
Finance transformation enables efficiency, accuracy, and agility—unlocking better performance across the business.
Our Approach to Finance Transformation
We begin by reviewing your finance systems, data flows,
and workflows. This helps us understand where inefficiencies,
risks, or limitations are holding your team back.
We work with you to define a transformation roadmap that balances technical
upgrades, automation opportunities, and process improvements tailored to your team’s needs.
We support ERP and system migrations, build automations,
and streamline reconciliations. Data integrity and operational
readiness are embedded into every step.
We guide change management and provide training so your team
can take ownership. Our goal is to leave you with lasting capability,
not dependency.
How We Help Your Team
We collaborate with your finance, IT, and operations teams to simplify complexity, reduce manual effort, and improve visibility. Our experts guide your team through system upgrades, automate repetitive tasks, and help standardise reporting. We also train and upskill yourstaff so they’re equipped to own the transformation and sustain improvements long after delivery.
Case Study
Optimising Payments & Security: How Positive8 Transformed
a Security Firm’s Financial Processes
A leading provider of integrated security solutions, offering services such as risk assessments, security personnel, and screening solutions.
The organisation faced significant challenges with their manual payment process, leading to excessive administrative intervention and inefficiencies. Additionally, there was a lack of clarity around invoices paid to customers, and sensitive customer data was being stored on spreadsheets rather than in a secure environment, creating potential risks.
Positive8 was tasked with improving the organisation’s payment process and enhancing
data security. We implemented an Electronic Funds Transfer (EFT) system for all customer
payments, automating and streamlining the payment process to make it more efficient and
effective. As part of the solution, we also updated customer payment records to ensure
accuracy and consistency.
To improve transparency and provide more detailed information to customers, we introduced
additional payment reference options, which allowed for clearer tracking of transactions.
Additionally, a remittance advice system was implemented to provide more detailed breakdowns
of invoices paid, offering customers greater visibility.
Finally, to ensure smooth adoption of the new system, we provided comprehensive process
documentation, and a guidance note for staff, facilitating easier training and transition
to the updated system.
The new EFT payment system enabled the organisation to transition from manual payments to electronic transactions, reducing administrative overhead and improving payment efficiency. The additional reference options brought greater clarity to payment tracking, while the remittance advice system enhanced the information provided to customers. Customer data was successfully secured in a protected environment, addressing previous concerns around data security. The supporting documentation and training materials ensured staff could quickly adapt to the new processes, leading to a smoother transition and a more streamlined payment workflow overall.
Talk to us
Speak to our team today and find out how we can help you get the solution your business needs.