Maximise Value from Your TMS

We help organisations get more from their TMS through optimisation, change delivery, and expert support. Our team combines treasury expertise, system know-how, and hands-on implementation experience to ensure every engagement delivers results.

Quick, actionable insights to improve performance and efficiency

• 2–3 day on-site review of end-to-end treasury processes, both inside and outside your TMS.
• Interviews with the full Treasury team and analysis of system configuration,  activity, and usage patterns.
• Written report highlighting opportunities for automation, better controls, and more effective system use, with high-level estimates of cost and effort.
• Final consultation with your team or senior stakeholders to review findings and agree next steps.

Outcome: A practical roadmap to reduce friction, increase automation, and unlock untapped system value.

Expert support for TMS or treasury process initiatives

Flexible support for full-time, part-time, or ad-hoc roles across any treasury change programme:

• Process design – Future-state workflows that balance efficiency, control, and      system capability.
• Project governance & management – Risk, issue, dependency tracking, and      task coordination.
• System configuration & integration – File-based or API connections, avoiding unnecessary customisation.
• Testing & cut-over planning – End-to-end test strategies and go-live readiness.
• Data cleansing & migration – Improved data quality and controlled migration.  
• Policy, controls & documentation – Updated operating procedures and clear      process documentation.
• End-user training – Practical, role-based sessions to ensure adoption.

Outcome: Change delivered smoothly, with reduced risk and strong alignment between business goals and system reality.

For quick access to TMS expertise without a formal project scope. Pre-paid hours give your team trusted guidance whenever it’s needed:

• System advice & upgrades – Practical guidance and release support.
• New integrations & automation – Streamline interfaces and straight-through processing.
• Refresher  training & data housekeeping – Keep knowledge up to date and systems tidy.
• Reporting  & BI integration – Build meaningful management, operational, and      analytics outputs.

Outcome: Immediate access to expertise, faster decisions, and fewer operational surprises.