Quick answer
A multi-entity services group transitioned accounts payable, bank reconciliation and management reporting support to a five-person managed ConnectPro team. The 90-day transition completed on schedule with 99.7 percent data accuracy, no SLA misses in the first two quarters, and month-end close shortened by three days.
Key takeaways
- 99.7 percent accuracy against a 99.5 percent SLA.
- Month-end close shortened by three days.
- Zero SLA misses across the first two quarters.
- Parallel run at 30 percent volume was the risk control that mattered.
The situation
Finance operations were spread across three entities with inconsistent processes, and the controller was spending month-end chasing coding errors rather than reviewing results.
What we did
- 1
Discovery and mapping
Fifteen days documenting every process across all three entities, with a written scope boundary and risk register.
- 2
Build
Recruitment, access provisioning, SOP authoring and QA scorecard sign-off with the controller.
- 3
Parallel pilot
Thirty percent of volume run in parallel for three weeks with daily reconciliation of both outputs.
- 4
Cutover and governance
Full volume, SLA measurement live, weekly operations call and monthly business review.
Results
| Metric | Before | After 2 quarters |
|---|---|---|
| Data accuracy | 97.1% | 99.7% |
| Month-end close | 9 working days | 6 working days |
| AP invoices processed / day | 120 | 310 |
| SLA misses | n/a | 0 |
Frequently asked questions
The client's controller retained all review and sign-off. The team supplied preparation capacity, not professional opinions.
Documentation. Three entities had three undocumented ways of doing the same task. Discovery is where a transition is won or lost.
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