Finance Transformation & Sale Readiness for a Global Security & IoT Leader

Learn how a strategic core process redesign and ERP consolidation eliminated revenue leakage, removed 65 hours of manual rework, and prepared a private equity-backed group for a successful exit.

CASE STUDY

Christine Blyth

6/18/20262 min read

The Challenge

A global security and IoT company, owned by private equity and operating on a two-year exit trajectory, needed to be sale ready. Aggressive growth through acquisition had left it with inconsistent data, processes, policies, and technology across the group. The result was revenue leakage, heavy manual processing, and unmanaged control risk.

Our Approach

We were engaged to execute a comprehensive finance transformation that would close these risks and lift the quality of the finance function ahead of sale:

  • Redesign the core finance processes from the ground up rather than simply automating existing, fragmented systems.

  • Partner with the client to build a modernized technology stack and establish consistent policies.

  • Deploy automated workflows to eliminate heavy manual processing.

What We Delivered

  • Core Process Redesign: Overhauled and streamlined legacy financial workflows to eliminate inefficiencies across the group.

  • ERP Consolidation: Designed a new unified chart of accounts and consolidated the entire group onto a single ERP system, successfully replacing the fragmented platforms inherited through acquisitions.

  • Automated Workflows: Stood up automated systems to replace manual tasks, delivering the full project scope within a strict six-month timeline.

The Outcome

The transformation removed 65 hours of manual rework, successfully closed revenue leakage risks, and shut down outstanding control risks. Beyond the immediate financial impacts, the more stable, less manual environment significantly reduced employee turnover within the finance department. The business emerged measurably more sale-ready, equipped with cleaner data, consistent processes, and a single source of financial truth.

Core Process Redesign

ERP & Tech Stack Consolidation

Workflow Automation

We had an immediate need to

transform our finance function after years of inorganic growth had left our processes, systems and data fragmented, but we weren’t sure where to start. Bringing in Evolvere was the moment that changed this: they embedded themselves in my team, understood our challenges, and built us a roadmap we could believe in and execute on confidently. And beyond all that, they were a genuine pleasure to work with: down to earth, straight with us, and properly invested in getting it right.

Tracy Periera, CFO