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Adapting to growing needs with flexible, right-sized support

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Background

 

THE CLIENT STARTED COLLABORATING ON FINANCIAL CONTROL WITH ALTESIA FINANCE BUT QUICKLY IDENTIFIED WEAKNESSES IN THE ACCOUNTING FOLLOW-UP BY THE EXISTING FIDUCIARY.

 

A client approached Altesia Finance to tackle two challenges: strengthening financial control and optimizing daily management.

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As the collaboration unfolded over a few months, Altesia identified significant weaknesses in the accounting follow-up, which was being managed externally by a fiduciary. This lack of operational insight hampered the client’s ability to make timely, informed financial decisions.

 

To resolve these issues, the client decided to expand their collaboration by integrating Altesia fiduciary “Altesia Tax & Accounting” into the project. With Altesia fiduciary, Altesia’s team brought a deep understanding of the operational realities and challenges faced by SMEs.

 

 

 

 

« Working with Altesia Finance allowed us to gain clarity on our financial processes. Once the first adjustments were made, it became clear that our accounting also needed expert intervention. Transitioning to a complete solution with Altesia Tax & Accounting was a natural and effective next step.  » 

 

Client

 

 

Our Approach

Nassim Ghorafi, the internal controller appointed by Altesia, who had other missions in parallel within this company, delved into the detailed documentation provided by the group to understand the logic of the software.

 

Indeed, apart from the IT team, no one in the various departments knew exactly how SAP worked and could assist him.

  • 1

    Review of Existing IT Documentation

    After this exploration, the Altesia expert turned to the IT team to understand how they had managed different requests so far. A matrix of needs by function had been created but it dated back to the implementation of SAP and had never been updated.

     

    The IT team also provided a multitude of notes and screenshots, which the expert had to compile into a single document.

  • 2

    Reconstructing the Information

    « There were little papers here and there. I put everything back together, like a puzzle, » he said.

     

    All this information and documentation allowed him to assess the utility and importance of rights by function and to prioritize them as essential, useful, or unnecessary.

  • 3

    Validation with Department Heads

    Meetings with the heads of the various departments then helped to verify the relevance of this hierarchy.

Results

The client quickly saw the advantages of this all-in-one financial solution. Processes became clearer, financial oversight strengthened, and the accounting was now aligned with their operational priorities.

 

This journey highlighted Altesia’s core philosophy: Start with what matters most today while remaining a reliable partner as your needs evolve tomorrow. By mobilizing the right expertise at the right time, Altesia ensured sustainable value for the client.