Post-Merger General Ledger Systems Integration​

In support of merger integration, the Client sought strategic advisory, program management, and execution support for integrating two General Ledger (GL) systems to ensure smooth transitions in Accounting and Finance infrastructure, reporting, processes, procedures, and workflows. RGP assisted in achieving the target state solution by facilitating transition plans, conducting business analysis, managing the project, and overseeing testing for the migration from the acquired firm’s GL to the acquirer’s system. Additionally, RGP provided strategic support to impacted business areas throughout the integration process.​

RGP deployed a team of finance and technology integration experts, along with business analysts, to document the target state solution and develop a migration plan. The team gathered requirements for each subledger to be migrated, working with both legacy entities. RGP assisted Finance and Technology teams in creating an integration playbook, which included requirements, a dependency matrix, automation opportunities, and a data retention and decommissioning strategy. Finally, RGP facilitated the development of the day-over-day accounting plan, defined the testing strategy, conducted end-to-end testing, tracked results using KPIs, and coordinated testing with downstream consumers.​

RGP led successful GL migration, automating processes, eliminating duplicates, retiring legacy systems, ensuring operational continuity, and driving efficiency gains.​