Proactis ReThink '23 Webinar:
Markerstudy Group's finance transformation built on data, people, processes and systems

With David Smithson, Finance Transformation Lead at Markerstudy Group

Established in 2001, and growing both organically and through targeted acquisition, Markerstudy Group supports UK broker partners and protects in excess of six million customers with a comprehensive range of insurance products and services.

In 2020, having approved a finance transformation project including the deployment of a new, single ERP system (Sage Intacct ERP), Markerstudy engaged with Proactis to implement a single, scalable solution for Procure-to-Pay and Accounts Payable automation, to integrate into the ERP system.

In this Webinar, David Smithson (Independent Contractor), Finance Transformation Lead, shares details of the project, including:

• The key purchasing and invoicing pain points which Markerstudy identified prior to partnering with Proactis, and why Proactis was selected.
• How and why the finance transformation project is built on a mantra of data visibility, people, processes and systems.
• How the implementation of P2P and AP Automation will provide early visibility and control of spend, as well as streamline and create more efficient operations.
• How legal entities are being onboarded progressively and how new businesses can be added to the new centralised architecture.