Achieving Global Standardization with Local Delivery for a Large Financial Institution

Establishing alignment and reducing complexity to enable a scalable source-to-pay transformation.

Faced with the challenge of deploying a complex, multi-region source-to-pay transformation, a global financial services firm partnered with Optis to lead the first phase of their implementation in the Philippines. With over 30,000 employees across North America and Asia, the client needed a partner who could navigate local compliance requirements while laying the groundwork for global scale.

Key outcomes:

  • Achieved 100% compliance with Philippine BIR tax and e-invoicing regulations
  • Transitioned from SAP Business One to SAP S/4HANA
  • Validated 80% of global S2P processes in a live environment
  • Established a repeatable model for future regional deployments

Over an accelerated 12-week timeline, Optis delivered a successful Launch phase that proved the client's global model, built stakeholder confidence, and created a foundation for scalable success. For more details, download the full case study.

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