Methodological support for automation projects
At FBK, we provide detailed methodological advice on how to implement automated systems – from initial client system analysis through user training and production environment support. We either collaborate with leading integration partners or optimise client-selected integrator workflows. Our experts guide the client through system configuration, participate in pilot operations, and maintain oversight until full production launch.
The scope of FBK services covers all finance functions of a business: accounting, tax compliance, IFRS reporting, budgeting, and treasury. Additionally, we offer independent quality control during system implementation using best-practice automation methodologies.
In automation projects, beyond standard functionality we can help you build processes via modern technology integration: OCR technology, bar-coding, and RPA for routine tasks.
Design of an implementation roadmap
- Analysis of the existing processes and regulatory documents
- Identification of key tasks, bottlenecks, and areas for optimisation, including the accumulated automation technical debt
- Formulation of functional requirements for the system
- Development of an implementation roadmap considering the client's business specifics
Development of a system-oriented accounting methodology
- Reference data required for reporting
- Unified data model
- Calculation algorithms for indicators and description of methodological approaches
- Specifications for reporting and analytical forms
- Regulations, user instructions, and role models
Methodology modelling and testing
- Development of numerical test cases to verify calculations
- Validation of accounting algorithm correctness under various scenarios
- Assessment of the new methodology's impact on financial indicators
- Methodology adjustments prior to launch
Methodological support for data migration
- Development of recommendations for data transfer to the new system
- Oversight of migrating balances, calculations, and reference data
- User support during the correctness verification of uploaded data
Support for configuration and pilot operation
- Support for the implementation team during system configuration
- System testing and author supervision to ensure adherence to methodological requirements during implementation
- Monitoring errors and their methodological correction
Development of regulations and methodological guidelines
- Creation of regulations and guidelines for accounting and reporting
- Preparation of user instructions for the new accounting processes
User training
- Conducting training sessions and workshops on using the new system
- Development of training materials
Support for operation in the production system
- Support for change management during project implementation
- Monitoring of initial reporting periods and process adjustments
- Gradual knowledge transfer from the implementation team to the client's employees
- Formalised methodology based on implementation best practices.
- Solutions that can be replicated across the group of companies and transferred to a Shared Service Center (SSC).
- Synchronisation of all reporting types, design of a unified data model for forecasted and actual reporting.
- Support during the transformation process and assistance with change management.
- Improved control environment, automation of routine functions, and advancement of business processes.
- Reduced reporting timelines while maintaining its quality.
- Lowered level of tax risks through the implementation of relevant controls.
