Background and objectives mission
As part of the modernization of its treasury information system, our customer has undertaken a version upgrade of its Diapason solution. This project was part of an overall digital transformation of the finance function, aimed at securing and optimizing cash management through a DaaS (Data as a Service) infrastructure. The main objectives were to ensure operational continuity, benefit from the new functionalities offered by the latest version, and reinforce the robustness and compliance of the financial information system. The upgrade was also intended to improve integration with other IS tools, and enhance the user experience for business teams.
approach adopted
The project was structured around several key stages. A change management strategy was drawn up, including a training plan adapted to users, the drafting of documentation and the implementation of regular communication on the project's progress. Business workshops were organized to gather specific requirements, formalize processes and anticipate the impact of the migration. An in-depth analysis of the structuring options made it possible to assess the functional and technical consequences of the version change. In addition, a system for centralizing and tracking anomalies was set up to facilitate relations with the software publisher and guarantee the quality of the delivered solution.
Benefits obtained
- Modernized, secure and compliant cash management system
- Personalized user support to ensure team buy-in and sustainability of changes
- Business workshops to optimize practices and align IS functionalities
- Anomaly centralization for rapid incident resolution
- Comprehensive documentation and transparent communication
