Welcome | Vision Strategy Group

Services

Finance Transformation

As a CPA firm, we offer end-to-end finance transformation services, from design through implementation. Our Finance Project Office will allow for faster deployments, higher quality, and lower costs creating significant value to your business. We offer consulting and managed services to provide the capabilities where you need them most.

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FINANCE TRANFORMATION

Higher quality. Lower costs. faster deployments. more value.

Our managed services are tailored to meet your organization’s unique finance transformation needs. Contact us to discover how we can support your strategic objectives, optimize financial operations, and deliver sustainable value.

Target Operating Model

Design your finance operating model in alignment with organizational strategy

Project Management

Apply industry best practices customized to your environment
Create an effective governance structure
Manage project variables such as reporting, scope, budget, quality, and activities
Implementation strategy to maximize value creation and minimize risk

Systems Design & Implementation

Business case and vendor selection
Business Requirements
Functional Specifications
Integrated System Testing
User Acceptance Testing
Any migration / decommissioning of legacy systems
Post go-live support

Process Design & Optimisation

Design and implement future state business processes
Business process optimization

Change Management

Support transition from the project team to operations
Change management strategy
Gap and impact analysis
Training
Stakeholder management
Communications

Services

Project Diagnostic

Our Project Diagnostic Service is a targeted, rapid assessment designed to provide PMO executives and CFOs with clear visibility into the root causes of delays, cost overruns, and execution risks in their mission-critical projects. By combining structured interviews, documentation review, data analysis, process reviews, and best-practice frameworks, we systematically uncover bottlenecks. Our value proposition is that we assess both project management methodologies and Software Development Life Cycle (SDLC) providing a comprehensive diagnostic and root cause analysis.

This diagnostic delivers actionable insights through a comprehensive yet concise report and executive briefing, enabling leadership to prioritize interventions that maximize impact and restore project momentum. With optional follow-up support, we also help organizations implement recommended improvements, strengthening their project delivery capabilities and reducing risk exposure over the long term.

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Who is this solution for?

PMO Executives and CFOs responsible for overseeing high-stakes projects that are vital to your organization’s strategic objectives. If you’re concerned about projects at risk of delay, budget overruns, or failure, this service is designed to give you clarity and control.

Common Issues We Address

Identify key bottlenecks in project management methodologies and SDLC.
Assess root causes behind delays, scope creep, and other risk exposure.
Evaluate maturity of project management practices and PMO effectiveness.
Deliver actionable recommendations to get your project back on track quickly.
Prioritize remediation efforts to maximize impact and ROI.

Core Objectives

Early detection of project failure risks and bottlenecks.
Improved decision-making with data-driven insights.
Increased project delivery success rate and ROI.
Enhanced alignment between finance, PMO, and operational teams.
Accelerated corrective actions minimizing disruptions.
Strengthened project governance and accountability

SOLUTION

Our Solution

Discovery & Data Collection

We engage your PMO and project teams through interviews, document reviews, and data analysis of project artifacts and performance metrics.

Diagnostic Analysis

Using proven frameworks aligned with industry best practices and our deep expertise in project management and SDLC, we analyze governance, processes, tools, and team dynamics.

Risk & Bottleneck Identification

We uncover bottlenecks causing delays, budget overruns, or quality issues, and identify gaps in risk mitigation strategies.

Actionable Report & Executive Briefing

We provide a clear, concise report highlighting findings, risk ratings, and prioritized recommendations, accompanied by an executive presentation for your leadership team.

Optional Follow-up Support

We offer tailored implementation support, coaching, or training to strengthen your PMO and ensure sustained project success.

Deliverables

Comprehensive Project Diagnostic Report (PowerPoint and Excel)
Executive Summary Presentation (PowerPoint)
Prioritized Action Plan with Quick Wins (PowerPoint and Excel)
Optional Follow-up Workshop and Coaching Sessions (extra)

Outcomes

In-Depth Root Cause Analysis: A thorough identification and understanding of the fundamental issues causing project delays, budget overruns, scope creep, and risk exposure, including gaps in governance, processes, resources, and technology management.
Prioritized Remediation Items and Options: A clear, actionable list of high-impact bottlenecks and risks with prioritized recommendations, including multiple practical options to address these issues efficiently and restore project momentum.
Recommended Next Steps and Remediation Plan: A tailored, step-by-step remediation plan outlining immediate quick wins, action items and timeline.

Duration and Fees

2 to 4 weeks depending on project size and complexity
Option 1: $ 15,000 – deliverables and presentation
Option 2: $ 20,000 - Option 1+ workshops, and coaching sessions

finance tranformation