A $7.1B consumer-goods leader undergoing a shift from its legacy ERP to the cloud found its record-to-report process under pressure. As quarter-end neared, gaps in mappings, reporting misalignment, and slow adoption threatened key Finance deliverables. Prismatic was brought in to steady the close, redesign reporting around the new operating model, and equip analysts to thrive on the cloud platform.

Challenge

A North American consumer-goods manufacturer was migrating from a legacy ERP to a cloud platform, which disrupted record-to-report (R2R) processes.

During its multi-year ERP migration, the company was forced to redesign its entire record-to-report process. Quarter-end close, once stitched together with legacy programs and spreadsheets, now had to run on new systems that analysts were still learning—yet deadlines remained the same. The transition created pressure on finance teams, who faced new workflows without the safety net of familiar tools.

Tool Mismatch: Early deliverables from the systems integrator didn’t align with business needs (incomplete mappings, missing close-calendar logic, confusing outputs).

Adoption Gap: Confidence dipped, adoption stalled, and the first quarter on the new system was in jeopardy.

Solution

Prismatic partnered closely with Finance, structuring the approach around the close calendar rather than the technology. Through focused workshops with controllers and FP&A, business questions were translated into clear data requirements and guardrails, ensuring reporting reflected how Finance actually worked.

A curated model with standardized mappings, naming conventions, and certified datasets delivered consistency and accuracy. On top, Prismatic stood up an executive-ready reporting pack—P&L, Balance Sheet variance, Cashflow, and roll-forward workbooks—while interim bridges protected quarter-end reporting during stabilization.

To make the shift durable, Finance analysts were equipped with certified datasets, templates, and a governed publishing path, enabling self-service dashboards without IT. Adoption was reinforced through workshops, role-based training, and hypercare, giving teams confidence through the first close on the new system.

Results

With Prismatic’s model in place, manual copy-and-paste across programs was eliminated and replaced by a certified dataset with automated refreshes. Finance no longer relied on IT-owned static reports; analysts now manage customizable dashboards built on governed data.

This shift gave leaders faster, clearer insights and strengthened Finance’s ability to deliver timely explanations. Variance analysis that once took days can now be performed on demand, with drill-downs to account, cost center, product, and period available during the meeting.

Analysts gained direct ownership of reporting, building and maintaining dashboards without IT dependence.