Guidance for Every Stage of Your Financial Transformation
Organizations have different advisory needs depending on their maturity across ERP, financial planning, and analytics. Some companies are just beginning their transformation and need help selecting and implementing the right ERP and planning platforms to build a strong foundation. Others already have systems in place but struggle with disconnected data, manual processes, under utilized functionality, or solutions that no longer scale with the business.
In both cases, teams know they can operate more efficiently, gain better insight, and drive stronger performance, but need expert guidance on how to get there.
QueBIT Advisory Services meet organizations where they are in their journey, across both ERP and planning environments. We provide Software Evaluations for companies selecting new ERP and planning solutions, and Health Assessments for organizations looking to optimize existing systems, improve integration, and unlock greater value from their technology investments.
Software Evaluation
When your organization lacks modern ERP, planning, or financial analysis technologies, navigating the market can feel overwhelming. QueBIT’s Software Evaluation services help you confidently select the right ERP and planning platforms to support scalable financial operations, integrated data, and agile decision-making.
We begin by gathering business and technical requirements and investing time to deeply understand your processes, growth goals, and operational challenges across finance and operations.
As part of the evaluation, we assess where time is being spent on manual, low value activities versus high impact analysis and strategy. Many organizations find their current systems cannot keep pace with growing data demands, reporting needs, or cross-functional planning. The ERP and planning solutions you implement should automate core processes, connect financial and operational data, and enable continuous planning to drive true business agility.
Health Assessment
If your organization already has ERP, planning, or financial analysis technology in place, a Health Assessment helps uncover where your current systems are falling short and how to improve them. QueBIT evaluates whether your challenges are best addressed through optimization of existing platforms, improved integration, or strategic technology changes.
System performance, usability, and process gaps can significantly impact how well both ERP and planning environments support your teams. Our experts troubleshoot performance issues, identify bottlenecks, and outline practical steps to improve reliability, efficiency, and user adoption.
We review your current platforms to surface underutilized features, automation opportunities, and new use cases that can streamline core financial processes, strengthen reporting, and improve forecasting and operational insight.
Following the assessment, you receive clear, prioritized recommendations to maximize the value of your ERP and planning investments. The outcome is a focused improvement roadmap, a practical treatment plan that drives better performance, stronger integration, and measurable business impact.
QueBIT has specialized technology expertise in:
IBM
Pigment
Workday
Vena
Rillet
ReportWORQ
QueBIT Advisory Services - xP&A
One of the most common missteps companies encounter when undertaking initiatives to refine their internal planning processes is viewing them solely through the lens of technology and software. While selecting appropriate technologies is vital, it cannot compensate for deficiencies in business process design, data quality, or a corporate culture unprepared for change.
QueBIT Advisory Services mitigates risks and expedites the realization of value by providing comprehensive support to build a compelling business case for your planning endeavors. Recognizing that embracing xP&A within your planning framework is not an end goal in itself, but rather a crucial progression toward strategically managing your business in today's rapidly evolving landscape.
ERP Services
QueBIT delivers NetSuite and other leading ERP solutions to unify finance, operations, and supply chain, backed by deep expertise in planning, analytics, and AI-driven forecasting.
With decades of expertise in business planning, analytics, and integration, QueBIT now offers comprehensive NetSuite implementation and support services designed to accelerate your digital transformation.
System Implementation
Get help putting your plan into action.
Managed
Services
Focus on Decision Making, Not Systems Management.
Data
Management
Integrate your data systems for simplified management.
ERP
Services
ERP implementation and support services.
QueBIT Advisory Services support organizations across ERP, financial planning, forecasting, and operational analytics. We help companies select the right technology, optimize existing systems, improve integration between ERP and planning platforms, and create scalable processes that support growth and better decision-making.
Request a Planning Session With a QueBIT Expert
Participate in an hour-long discussion with one of our Solution Architects to explore your company’s data requirements and receive an agile planning roadmap to help your company progress along its journey to business agility.
QueBIT Advisory Services employs a proven, methodical approach, which includes:
- An impartial assessment of your current state
- An examination of various future state options and the associated levels of effort relative to your organization's readiness
- A pragmatic roadmap to guide the transition to the desired future state, aligning financial and operational plans with overarching strategic objectives.