Summary: Seeking a Sage Intacct consultancy or data analytics supplier to design, build, and implement board-ready Executive Dashboards for real-time financial performance visibility, replacing manual Excel reporting. Highlights: 1. Opportunity to implement cutting-edge Sage Intacct solutions 2. Focus on enhancing financial processes and controls 3. Engage in multi-entity consolidation and advanced reporting Executive Financial Performance Dashboards Using Sage Intacct 1\. Introduction A multi‑entity group operating across diverse business units seeks a specialist Sage Intacct consultancy or data analytics supplier to design, build and implement a board‑ready Executive Dashboard, delivering real‑time visibility of financial performance. Our goal is to replace manual Excel reporting with automated, accurate and auditable dashboards using Sage Intacct, including Interactive Custom Report Writer (ICRW) and Interactive Visual Explorer (IVE). This document defines the scope, deliverables, success criteria and supplier expectations for the RFP. 2\. Project Objectives The objectives of this programme are to: 2\.1 Produce a live, standardised Executive Dashboard * Automated, near real‑time financial KPIs for the Board. * Consolidated multi‑entity reporting with eliminations. * Drill‑downs by dimensions (entity, service line, department, region). 2\.2 Strengthen data governance * Reduce reliance on Excel. * Improve consistency, traceability and auditability of financial data. * Create a single source of truth. 2\.3 Enhance Sage Intacct configuration * Optimise core financial modules. * Implement new modules to support reporting capability. * Improve financial processes and strengthen controls 3\. Scope of Work 3\.1 Discovery \& Design Suppliers must conduct a structured discovery phase to: * Review existing reporting cycles, KPI definitions, and board pack requirements. * Assess current Sage Intacct setup including: * Chart of Accounts structure. * Dimension configuration and usage. * Consolidation structures. * Entity hierarchy and intercompany flows. * Map current Excel‑based reporting to future automated dashboards. * Produce a Future‑State Data Model and Dashboard Blueprint. 3\.2 Sage Intacct Configuration Enhancements 3\.2\.1 Core System Review \& Optimisation The supplier must review and optimise: * Chart of Accounts: rationalisation, alignment with reporting strategy. * Dimensions: structure, granularity, usage and governance. * Roles \& Permissions: least‑privilege, auditability, approval workflows. * Consolidation: domestic consolidation, elimination logic, reporting hierarchies. * Cash Management: bank reconciliation, BACS setup, payment file configuration. * Accounts Payable process and purchasing workflow efficiency, approval routing, coding consistency. * Accounts Payable and Order Entry: process effectiveness, optimisation opportunities. * Statistical Accounts: grouping and configuration * Budget and Spend Management: enablement, structure and reporting. 3\.3 Implementation of New Sage Intacct Modules The supplier must implement, configure and deploy: 3\.3\.1 ICRW (Interactive Custom Report Writer) * Build datasets to support advanced reporting. * Enable drill‑downs from dashboards. 3\.3\.2 Collections Module * Configure for AR tracking, dunning, and cash‑flow improvement. 3\.3\.3 Interactive Visual Explorer (IVE) * Configure visual dashboards and data visualisation layers. 3\.4 Dashboard \& Reporting Development 3\.4\.1 Dashboard Requirements The supplier must design and build dashboards that support: * Executive\-level consolidated view * Business unit / entity views * Drill\-down to transaction level where possible * Board pack export functionality * Standardised KPI catalogue with owned definitions * Automated refresh 3\.4\.2 KPI Categories or Dashboards At minimum: * Revenue \& margin performance (per entity / consolidated) * Budget vs actuals * Cash position, burn rate * AR \& collections insights * AP \& payment cycles * Operational efficiency KPIs (to be defined) * Ratio Analysis 3\.4\.3 Required Reports * Standard financial \& operational reports * Month\-end reporting packs * Debt and payment tracking reports * Any “like‑for‑like” replication of existing Excel reporting 3\.5 Training \& Knowledge Transfer Suppliers must deliver: * User training for all new modules * Dashboard usage training for Finance and Executives * A full runbook and documentation covering: * KPI dictionary * Data model \& entity hierarchy * Dashboard refresh logic * Data ownership roles * Month\-end processes 4\. Project Timeline The target MVP timeline is: Phase Duration Description Week 1–4 Discovery Requirements, data model, KPI catalogue Week 4–8 Data \& design Dataset creation Week 9–12 ICRW/ IVE / Build Dashboards, reports, consolidation logic Week 12–14 UAT \& Training User testing, refinements Week 15\-16 Go\-Live \+ Hypercare Handover to BAU 5\. Success Criteria 5\.1 MVP Success Criteria * Standardised KPI catalogue with definitions \& ownership. * Live/automated dashboards with minimal manual intervention. * Consolidated and entity\-level performance views. * Eliminations and consolidation tested and validated. * Exportable board\-ready reporting. * Reduced Excel dependency. * Clear data ownership and runbook. 6\. Risks \& Mitigations (Supplier Responsibilities) Risk Mitigation Inconsistent KPI definitions Facilitate KPI catalogue workshops COA or dimension misalignment Early rationalisation and mapping Complex consolidation scenarios Prototype early; document scenarios Data quality issues Data checks, cleansing plan, runbook Failure in achieving KPIs Implementing all the testing in the Sandbox environment and testing all outcomes during the UAT prior to deployment 7\. Supplier Requirements 7\.1 Mandatory Capabilities Suppliers must demonstrate: * Certified Sage Intacct implementation expertise. * Proven experience building ICRW and IVE dashboards. * Expertise in multi‑entity consolidations. * Strong financial reporting and operational finance knowledge. * Ability to deliver change management and user training. 7\.2 Deliverables * Full Discovery Output Pack (KPI catalogue, data model, process map). * System configuration enhancements. * Fully functioning multi‑entity dashboards. * Report catalogues \& dataset definitions. * Full training materials \& runbook documentation. 8\. Proposal Submission Requirements Suppliers must submit: 8\.1 Technical Proposal * Proposed delivery methodology * Project plan and timeline * Approach to KPI definition and discovery * Module configuration plan * Dashboard design methodology * UAT and training approach * Contact of existing customers about successful projects delivered by the supplier 8\.2 Commercials * Detailed pricing (fixed cost preferred) * Day rates for roles * Licensing implications (e.g., ICRW) * Ongoing support options 8\.3 Experience * Case studies for comparable Sage Intacct dashboard projects * References from 2–3 clients * Team CVs 9\. Evaluation Criteria Weighting Category 40% Technical quality and relevance of approach 25% Experience and track record 20% Commercial competitiveness 10% Implementation timeline feasibility 5% Cultural \& collaboration fit Job Type: Contract Contract length: 4 months Pay: From R$12,000\.00 per month Language: * English (Required) Work Location: Remote