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Project Management & Quality Assurance in Technology Implementation

Our client is a large multi-channel (auto, P&C, life, and health) insurance company in Mexico. As part of their Finance Transformation Program, they implemented Oracle Cloud ERP which includes more than 8 modules and has directly impacted 300+ of their employees’ daily activities. The second phase of their transformation includes implementing two modules of Oracle Cloud EPM to further streamline, standardize, and manage the responsibilities of their FP&A team.

Client Challenges

  • Facilitate and increase the efficiency of existing business processes by reducing execution time, in alignment with industry-leading practices

  • Ensure an adequate implementation and maximize the benefits offered by the EPM modules to fit their specific business needs, safeguarding their investment

  • Manage and coordinate the project within the allocated time frame, scope, and cost using the Scrum framework

  • Anticipate and mitigate potential risks and issues that impact the project’s timeline

  • Identify opportunities and incorporate actions that improve the quality of the project’s execution and its deliverables

How Nepanoa Added Value

By bringing our technical experience, unparalleled commitment and dedication, and fully immersing ourselves in our client’s transformation efforts, we accompanied them through this journey.

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Execution Strategy: Advised on an agile-oriented project methodology, the project’s work sprints, level of sponsorship, issue resolution workflow, and governance model.

Set-Up: Prepared the organization for the effort ahead by developing a holistic project plan, establishing expectations and milestones for the third-party implementor, ensuring strategic coherence of the endeavor, and proactively communicating the goals of the project.

Execute: Led the project management office to ensure completion of the engagement. Preemptively identified risks/issues and proactively proposed solutions and/or mitigation plans. Confirmed that all technical and functional requirements were met utilizing industry-standard best practices. Designed and participated in User Acceptance Training (UAT).

Support & Training: Created an integral training plan to efficiently transition users into the new BAU and get closer to full adoption of the new tools. 



Nepanoa not only aided the client in fulfilling its objective to harmonize and improve their Procure to Pay processes, but we did so by understanding the purpose of each process, actively engaging the users and stakeholders, and incorporating industry best practices. Today’s streamlined processes allow the organization to easily and transparently select, contract and pay for services.


How can Nepanoa help you? Reach out, we’re here to help.

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