Zanovoy helps the office of the CFOs evaluate, architect, and select AI-native financial transformation platforms with our system, strategy and selection services across ERP, and FP&A ensuring every technological decision supports scaling, visibility, and operational control.
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Problem Framing
We provide objective analysis and suggestions as an impartial assessor. Our objective is to assist you, free from vendor influence, in selecting the technology that best meets your needs.
We develop a customized roadmap outlining the necessary measures for improvement based on our findings. This guarantees that your future is clear.
Every company has different needs when it comes to technology. Our assessments are customized to take into account your unique needs, industry norms, and long-term goals.
Selecting the incorrect technology can be expensive and disruptive. Our assessments are designed to reduce these risks so that you can make a decision that is reliable and worthwhile.
We don't consider technology in a vacuum. In order to provide a coherent approach to your digital investments, our evaluations take into account how the technology fits into your broader business plan.
Every assessment is conducted free from vendor influence. If the right answer is a platform we do not implement, we will tell you that — with the analysis to back it up.
Book a Free ERP Strategy AssessmentHow a Selection Engagement Actually Runs (Methodology)
Every Zanovoy selection engagement runs through the same four-phase methodology. The structure is consistent across NetSuite, Rillet, Campfire, Coupa, and Adaptive and across the platforms we evaluate but don't implement, like Sage Intacct, Microsoft Dynamics, and Oracle Fusion.
We sit with the people who will actually run the system, not just the executive sponsor. Stakeholder interviews across finance, procurement, FP&A, and IT. Current-state mapping of the platforms you're already running and the workarounds that have built up around them. Requirements gathering is scoped against the close calendar, audit cycle, and reporting calendar your business actually operates on.
A functional fit scorecard against six to eight platforms, with weighted criteria that the Controller and CFO sign off on before scoring begins. We document where each platform fits cleanly, where it requires customization, where it requires a workaround, and where it simply does not fit. The same scorecard is used across every vendor, so the comparison is apples to apples, not whichever vendor demoed best last week.
Five-year TCO across the shortlisted platforms, licensing, implementation, integration, managed services, internal headcount, and the cost of failure. We build the model in Excel, so your finance team can audit it, stress-test it, and present it to the board. Most TCO comparisons stop at the license. Ours doesn't, because that's not where the spending actually lies.
A written recommendation with rationale, runner-up analysis, and an honest disclosure of what the chosen platform won't do well. If the right answer is a platform we don't sell, we say so and refer you to a specialist implementation partner for that platform. The letter is signed, dated, and defensible if a board member asks why this platform over the other two.
What You Walk Away With (Deliverables)
Selection engagements produce documentation that the Office of the CFO can defend to the board, to auditors, and to the investors who funded the buying decision.
A structured document of every functional requirement the chosen platform must meet, with priority weights set by your team, not ours. Used during implementation as the contract for what the system needs to do. Used after go-live as the audit trail for why the platform was selected.
Side-by-side scoring across the shortlisted platforms with the rationale for each score. Including the platforms that didn't make the shortlist and why. The scorecard sits alongside the recommendation letter so the runner-up analysis is fully transparent.
A five-year TCO model in Excel, structured so your finance team can swap inputs and re-run scenarios. License costs, implementation costs, integration costs, managed services costs, and internal headcount are modeled across the shortlisted platforms.
A written recommendation signed by the Practice Lead who ran the engagement. Includes the chosen platform, the rationale, the runner-up, an honest disclosure of where the chosen platform falls short, and a recommended implementation roadmap.
A board-ready deck summarizing the engagement, the recommendation, and the rationale. Designed to be presented in 30 minutes to a board, an investment committee, or an audit committee, not to a finance team that already lives the analysis.
We scope the engagement against your platform shortlist and timeline, then tell you what the five deliverables would look like for your specific evaluation before any scope is agreed or priced.
The Platforms We Evaluate (Including the Ones We Don't Implement)
Selection engagements are platform-agnostic by design. We evaluate the full landscape because the wrong recommendation is a five-year mistake. If the right answer for your business is a platform we don't sell, we say so and refer you to a specialist implementation partner.
Oracle NetSuite (Alliance Partner + Authorized Reseller)
Coupa (Authorized Software Provider + Premier Services Partner)
Workday Adaptive Planning (Adaptive Partner)
Rillet (AI-native ERP)
Campfire (Agentic AI for finance)
Ramp
Zip
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Sage Intacct
Microsoft Dynamics 365 Business Central
Workday Financials
Oracle Fusion Cloud ERP
SAP S/4HANA
A decision framework the Office of the CFO can use to structure the platform conversation internally before any vendor demos begin. Includes the functional requirements categories that matter most for high-growth finance teams, the TCO components most evaluations miss, the buyer questions that separate genuine fit from sales theater, and the runner-up analysis structure that survives board scrutiny.
Get the frameworkSelection isn't generic. The right platform for a clinical-stage biotech preparing for IPO is not the right platform for a private-equity-backed manufacturer running 40 distribution centers. Zanovoy's selection practice is informed by deep work in four high-growth verticals.
Selection engagements informed by clinical-stage funding models, burn rate tracking, CRO contract management, multi-entity consolidation across research and commercial subsidiaries, and the audit readiness required for IPO and ongoing investor reporting.
Selection engagements are informed by SaaS revenue recognition, subscription billing complexity, usage-based pricing, multi-currency consolidation, and the platform-flexibility requirements that come with a business model that changes every quarter.
Selection engagements informed by joint venture accounting, capital project accounting, AFE tracking, multi-warehouse inventory, and the operations-heavy transaction volume that breaks platforms not built for industrial scale.
Selection engagements informed by project-based billing complexity, time and materials vs. fixed-fee mix, WIP management, resource utilization tracking, and the margin protection requirements that come with a thin-margin services business.
Professionals on the Finance Transformation Team
Companies supported through IPO
Implementations delivered across 5 continents
Customizations built for enterprise clients
Client Outcomes
For buyers still evaluating the type of service they want.
From post-go-live administration and help desk support to long-term strategic advisory, we provide unified management for your entire financial tech stack.
Providing comprehensive support, from technology rationalization and architecture design to data governance and full-scale business transformation, tailored to the specific challenge rather than a rigid playbook.
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