Category Archives: Zeevo Case Study

Facilitating the Transition to New ERP and Contract & Asset Management Applications Systems

Following the acquisition of a competitor’s platform with a sizable aircraft portfolio, a leading lessor needed to shut down its existing ERP in favor of implementing AerData’s CMS® and Infor’s SunSystems® application systems for the combined entity. Zeevo Group’s professionals devised an integrated implementation plan and facilitated the transition to the new ERP systems, with the goal of harmonizing process, data, and compliance requirements and minimizing the impact on day-to-day operations.

Establishing a Well-Run SOX Controls and Compliance Environment to Support a Public Company’s Growth

Zeevo Group’s internal audit and compliance team has assisted a NASDAQ-listed real-estate development company to bring its operations in line with the Sarbanes-Oxley Act. Leveraging our team’s strategic thinking, technical capability, and deep-seated SOX insights, we ensured our client’s team got up-to-speed on the latest legislation and put in place the required processes to help inform business decision-making and enhance internal control.

Providing PMO Oversight and Support for Resource Alignment & Cost Monitoring to Drive a Portfolio of Deals Toward Completion

Zeevo Group has assisted a leading media / technology company that was challenged in managing a portfolio of $200 million+ in deals through completion. We reviewed the existing processes and assessed the required level of project oversight needed from key process owners and stakeholders, with a focus on improving governance, transparency, and team communication.

Delivering a Scenario-based, End-user Training for Leasepoint® with Manuals and Desktop Procedures

Zeevo designed and facilitated a custom, scenario-based training and led multi-departmental training sessions, both in-person and remotely, supported by Zeevo-authored end-user manuals and desktop procedures.

Providing PMO Oversight and Support for Pre- and Post-M&A Integration

Zeevo Group’s cross-functional team of Finance, Risk, Compliance, and Technology professionals has assisted many client organizations, particularly in aviation aircraft leasing, in maintaining effective PMO oversight and support for their pre- and post-M&A integration processes.

Deploying a Repeatable Aircraft Inspection and Technical Audit Monitoring Program

Zeevo Group’s multidisciplinary team of Technical and Contract Risk and Compliance professionals has assisted a global aircraft lessor to deploy a Repeatable Aircraft Inspection and Technical Audit Monitoring Program supported by a Technical Monitoring Scorecard.

Maintaining Accurate Utilization and Technical Data for Aircraft Components

The Zeevo Group Technical team has assisted a global aircraft leasing company with gathering and reconciling utilization and technical data for each contractual component of their mid-sized aircraft fleet. The client benefited from new processes that resulted in significant improvements in timely receipt of utilization reports and efficient maintenance of accurate and current operator information through automated information collection tools and utilization reporting dashboards.

Delivering Controls & Process Enhancements for World-Class Finance Operations

The Zeevo Group Finance team has assisted a consumer product client in improving operational and control processes that resulted in a reduction of errors, an efficient handling of exceptions, and a streamlining of each period-end close. As a trusted advisor, we reviewed the existing processes and identified improvement opportunities and efficiencies for the organization, while developing and deploying harmonized, synchronized, and rationalized policies and procedures.