Integrating finance for a global SaaS platform
Harmonising finance to unlock post-merger synergies
A 200-year-old maritime organisation acquired digital voyage management capabilities from a PE owned provider to accelerate its shift into compliance, safety, and sustainability solutions. The deal created a global SaaS portfolio spanning four digital businesses and a joint venture. Our brief was to integrate the target with existing entities, protect service and convert the thesis into measurable results.
As finance PMI Lead, we were asked to consolidate five finance functions across the US, Norway, Germany, the UK and South Africa or Greece, while linking to operations in India. The scope covered O2C, P2P and R2R processes, consolidation and FP&A reporting, and ERP changes. Success required cross border coordination, clear governance and a standard model that met regulatory requirements and supported future growth.
Problem statement
Post-merger, finance was fragmented across jurisdictions, systems, and calendars. The client needed standard processes for order to cash, procure to pay and record to report, consistent consolidation and FP&A, and compliant ERP configurations. The goal was a unified finance function for a global maritime SaaS portfolio that could realise synergies, support shared services, and provide decision ready insight.
Approach
We led finance integration across five entities, mapping order to cash (O2C), procure to pay (P2P) and record to report (R2R), aligning consolidation and FP&A, and defining an integration roadmap tied to ERP changes. We linked core processes to finance and operations teams in India, set governance and milestones, and managed stakeholders across the US, Norway, Germany, the UK and South Africa or Greece. The design prioritised standardisation, regulatory compliance and scalable growth.
Results
Within five months, finance was harmonised with standard processes, and we had achieved a consolidated reporting model and clearer roles. Integrations landed on schedule and within budget. The client realised anticipated synergies, gained cost efficiencies through shared services, and improved planning and insight. The combined organisation is now better placed to scale a trusted digital maritime platform with cleaner data and a repeatable operating cadence.
Post-merger integration
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Post-merger integration
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