Needs moved closer to users
- Finance process requests
- Testing and go-live support
- Knowledge held by a specialist
Wilbur-Ellis
Distribution · Functional support
Functional support depended on one specialist.
Allari added business-user and development support, then documented and practiced key processes with additional team members. Shared coverage remains in progress.
Allari at work
The problem. The action. The result.
Extend beyond technical support
- Functional + development work
- Service-item tracking
- Documented knowledge transfer
Broader coverage in preparation
- Seven training processes complete
- Practical execution under review
- Shared handover still in progress
How we handled the work
01
Finance and user-testing requests needed support.
A distributor with an established ERP and internal technical team needed more help with finance processes, user testing and business requests. An effective specialist could address immediate needs; long-term coverage required shared knowledge.
02
Added functional and development capacity.
Allari supplied functional and development expertise, including support around user testing for a planned tools-release go-live. A service tracker organized work across finance and operations: payment processing, integrity checks, sales orders and month-end activities.
03
Documented and practiced seven processes.
A documented transfer plan combined reading procedures, learning from the specialist, questions and practical execution under review. Seven training processes were marked complete.
Broader shared-service coverage remained in development in the later account record. Completed training does not establish a completed operating handover.
04
Broader shared coverage is being prepared.
Allari’s role broadened as business-user needs grew, even as demand for the original technical service declined. Documented work and practical knowledge transfer provide a foundation for coverage beyond one individual.
