Azure Maintenance
Patching, monitoring, and cost-tuning that keep your cloud platform healthy between releases.
ERP configuration · Systems integration · Finance transformation
We make your systems and your ledger agree.
TriOptimum Consulting configures enterprise platforms, wires the integrations between them, and turns the result into numbers finance leadership can trust.
What we provide
Where we plug in.
Discrete pieces of work, or an end-to-end build. Bring us one of these or the whole stack.
Entra ID Credentials Deployment
Identity, single sign-on, and access policies so the right people reach the right systems.
Financial Process Improvement Documentation
Finance workflows mapped, redesigned, and written into SOPs and control narratives.
ERP Implementation Support & Maintenance
Configuration, go-live, and ongoing care for your core system of record.
Project Leadership
Program direction that aligns vendors and stakeholders and keeps delivery on plan.
Project Management
Schedule, scope, and budget run with the discipline a multi-vendor build demands.
Middleware Support
The integration layer kept running so platforms stay in sync and numbers reconcile.
Systems Integration & APIs
Idempotent, audit-safe interfaces between platforms, where a retry never double-posts.
ETL Pipelines
End-to-end pipelines that move and reconcile data between systems, built to be maintained.
Data Warehousing
Snowflake and Dataverse modeled and stood up for reporting and analytics.
Reporting & Analytics
Self-service dashboards across GL, AP, AR, fixed assets, and procurement.
Master Data Management
Customer, vendor, and item data synced across platforms with no re-keying.
Predictive Budgeting & Forecasting
Power Platform models that sharpen budgeting accuracy and surface risk early.
Period Close Support
Multi-entity, intercompany, and reconciliation support so the close holds.
AI-Assisted Finance Automation
Workflows where AI drafts and checks the routine but never owns the dollars.
Capabilities
Three disciplines, one practice.
Most projects fail at the seam between finance and technology. We work both sides of it, so configuration, integration, and the numbers all hold together.
01
Configure
ERP configuration
- Chart of accounts, posting logic, and process flows
- Order-to-cash, procure-to-pay, record-to-report
- Pricing, discounting, and quote-to-invoice
- Period close, multi-entity, and intercompany
- Reporting across GL, AP, AR, fixed assets, procurement
02
Integrate
Integration & cloud
- Integration middleware, Azure cloud setup, and Entra ID
- Master-data and transaction sync between platforms
- End-to-end ETL pipelines, built and maintained
- Microsoft Dataverse and cloud data warehousing
- API design with idempotent, audit-safe posting
03
Optimize
Finance transformation
- Process flow documentation, redesign, and controls
- WIP, deferred COGS, unbilled receivables, commissions
- Predictive budgeting and forecasting models
- Self-service analytics and executive reporting
- AI-assisted automation of finance workflows
Platform expertise
The stack we work in.
Hands-on configuration and integration experience across the platforms that run enterprise finance and operations.
ERP & financials
Core systems of record
Quote, contract & CRM
Revenue and deal flow
Data & cloud
Integration, pipelines and warehousing
Automation & low-code
Workflow and analytics
Lease & connected systems
Specialized platforms integrated to ERP
Selected engagements
Work we have delivered.
A sample of configuration and integration work, described by scope and outcome. Client and employer names are kept confidential.
Quote-to-cash
CPQ and quote-to-invoice platform
Architected a quoting and invoicing platform on a cloud ERP, with deterministic pricing, order-level discount routing, and commission logic kept in SQL so the dollar math is exact every time.
Outcome: one source of truth from quote to invoice
Master-data integration
Project tool to ERP, automated
Connected a project-management tool to a cloud ERP through custom middleware, syncing customer master data over SOAP services and ending the manual re-entry between them.
Outcome: zero re-keying, clean customer records
Global ERP program
Multi-entity Oracle Fusion rollout
Led a 20-plus person implementation across eight vendors on a 20 million dollar program, aligning finance, procurement, and reporting on a single platform.
Outcome: $20M program delivered to plan
Finance & HCM
Workday deployment sponsorship
Sponsored a Workday deployment across finance, HCM, and recruiting, standing up the configuration and enabling more than fifteen power users to run it independently.
Outcome: ~$200K saved per module
Financial controls
Close-ready control narratives
Authored WIP clearing, deferred-COGS, and unbilled-receivables SOPs and control narratives, with supporting workpapers built for CFO review and audit.
Outcome: audit-ready close documentation
Predictive finance
AI and Power Platform forecasting
Built predictive models on the Power Platform that improved budgeting accuracy, alongside reporting suites spanning GL, AP, AR, fixed assets, and procurement.
Outcome: +25% budgeting accuracy
How we work
Built to reconcile, designed to last.
Integrations should be quiet. They run, they recover, and the numbers tie out. That standard shapes every build.
Deterministic math
Money is calculated in SQL, not guessed. Where AI helps, it drafts and checks. It never owns the dollars.
Idempotent by design
Integrations can rerun safely. A retry never double-posts, and failures recover without a cleanup project.
Documented for audit
Every flow ships with a control narrative and an SOP a controller can hand straight to an auditor.
Owned end to end
From requirements to go-live to ongoing maintenance, whether your team runs it afterward or we keep it running for you.
About
Finance and IT, fluent in both.
TriOptimum brings together functional and technical consultants across the major enterprise platforms, with deep integration and finance expertise behind them. Every engagement runs with PMP-grade program discipline and audit-ready controls, so the work holds up long after go-live.
Functional consultants
Configuration and process design across SAP Business ByDesign, S/4HANA, SAP HANA, Oracle Fusion, NetSuite, and Workday.
Technical consultants
Data models, extensions, custom development, and reporting on the same platforms, built to be maintained.
Integration expertise
Custom middleware, APIs, and data pipelines that connect the platforms and keep the numbers reconciled.
Start a conversation
Have a system that should reconcile and doesn't?
Tell us what you are running and where it breaks. We will tell you straight whether we can help and how we would approach it.