Repairing and scaling effectively

Project overview and objectives

When a financial services firm came to us, they were already using Kyriba. But their initial implementation was inadequate, leaving benefits on the table. This led to:

  • An untrustworthy cash position worksheet and failing payments
  • Lack of responsiveness from service bureau (FIDES) and banks to rectify ongoing payment issues
  • Suboptimal cash management workflow, with manual reconciliation and reliance on Excel
  • Migration to an updated ERP system (Sage Intacct) occurring in tandem with TMS implementation, straining internal resources 

What we did

We jumped in to quickly revamp processes and restore ROI. That meant:

  • Rolling out a project plan that prioritized immediate concerns and paved a path to automate cash management
  • Leveraging relationships with Kyriba, FIDES, and banks to clear communication obstacles and remediate failing payments
  • Cataloging business requirements and redesigning, building, and training the team on the cash management process
  • Incorporating biweekly high-impact working sessions to maximize client’s limited bandwidth


Results were immediate at project close. Now, this organization has:

  • A streamlined and controlled manual reconciliation workflow within Kyriba for capital call reconciliations—resulting in over 85% automatic reconciliation of bank activity
  • The majority of their payments successfully flowing through Kyriba
  • 100% reliable cash position with rich, meaningful data classifications
  • Newfound ability to scale their system to other users and modules

Ready to uncover similar success? Learn how a Kyriba optimization can free up your teams, significantly reduce repetitive manual tasks, and keep your organization forward-looking.

Project detail


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