Replacing the finance and accounting system for a public health non-profit



Our client is a public health entity dedicated to improving the lives and health of New York City residents. The client sought assistance with implementing a new cloud-based finance accounting system to meet its needs for greater automation and advanced reporting capabilities. To support this transformational project, Anoteros was asked to provide project management services and financial systems expertise.


We assembled a team comprising a program manager, a finance consultant who was a Certified Public Accountant (CPA) with deep product knowledge, and a post-production support team to assist the client team with transitioning from the legacy system to the new solution. Anoteros provided strategic and tactical guidance for redesigning the chart of accounts and assisted with system configuration, testing, and development of extracts for conversion of historical data.


Anoteros helped the client implement the core modules for the new solution – General Ledger, Accounts Payable, and Account Receivable – on time and on budget. Based on the strength of our performance, Anoteros was selected to lead Phase 2 – implementation of the Procurement and Billing modules as well as to provide additional services to the project in the areas of change management, communications, and training-related services.