[key messaging]

Our Advisory service offering focuses on 4 specific categories including Vendor Selection and Due Diligence, Target Operating Model, Technology and Data Architecture, and program Mobilization. The analysis this holistic picture will offer is a clear roadmap for a project implementation while taking into account the challenges and factors which impact most projects. Leveraging TorreBlanc's experience in planning a beginning to end approach will help avoid and anticipate pitfalls. The outcome if this exercise will paint a roadmap that is clear, transparent, and consistent to all executive stakeholders.

Vendor Selection and Due Diligence

  • Evaluate security, performance, and infrastructure considerations
  • Current State and Future State Analysis
  • Product Capabilities
    • Fit for Purpose Analysis
  • Contract Negotiation
    • What modules are purchased
  • Proof of Concept

Target Operating Model

  • Define roles for each business area
  • Policy and Procedures
  • Outsourcing
  • Training and Knowledge Transfer

Technology and Data Architecture

  • Cross-platform, cross vendor solution architecture
  • Strategic planning and vendor alignment with cloud strategy
  • Source of Truth evaluation
  • Data storage and retention

Program / Project Mobilization


  • Define workstreams
  • Jira / ADO
  • Project Acceleration Framework


  • Skillset identification
  • 360 view of available resources including employees, current consultants and skill and/or role gaps.

Test Strategy

  • Environment plan
  • Metrics and executive reporting


  • Production Parallel Strategy
  • Environment Management
  • Business and Operational Readiness

How TorreBlanc Can Help

Practice Areas

We optimize financial performance, harness technological innovation for competitive advantage, enhance operational efficiency, and craft visionary strategies to navigate market uncertainties. Our targeted approach in these key areas is designed to deliver impactful results, ensuring your business not only meets but exceeds strategic objectives.


Elevate your initiatives with TorreBlanc. We pride ourselves on sourcing mission-fit, experienced, and industry-hardened consultants who leverage their deep bench of experience for immediate impact.

Impact Stories


Fund Accounting System Consolidation

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Testing Post

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Ready to Transform Your Business?