
The Transparency Revolution: How AI Unlocks Portfolio Intelligence at Scale
Leading PE firms are using AI to eliminate data latency, reduce churn, and transform quarterly reviews into continuous portfolio intelligence.
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Is there executive sponsorship to support local country buy-in?
Who is assigned to oversee communications and training?
Are resources available to support IT/Interface development?
Is project related travel in-scope and budgeted for?
Is there local buy-in?
Are local resources able to commit to the project?
What will the end-user support model be?
Are there any competing projects that may impact resources or the timeline?
What is the status of the local corporate card program?
Is the necessary hardware in place (e.g., scanners, access to broadband connections)?
If planning on using mobile, will smart phones be issued or is bring your own device (BYOD) permitted?
Is translation to local language required? If so, have resources been selected to complete the translation?
Have local works councils been informed?
Group similar markets in the same phase to ensure project discussions and requirements gathering efforts are more efficient. Grouping criteria include:
Languages/Time zones
Shared service support locations
Same HR Information System and/or ERP
Similar T&E policy, statutory travel allowance or VAT regulations
Same corporate card program/provider
Same travel management company
Are there IT or other black-out periods for the project or go-live?
Is there a target date for completing the roll-out across markets?
Will you follow a big bang or phased approach?
Will you pilot in each country or region?
Pick a corporate credit card provider that allows a regional contract instead of a separate contract for each market. This eliminates the need to wait for a new contract / card feed setup.
Create a simple global model configuration which sets the groundwork for future scalable implementations.
The global model helps define configuration specifics and ward off scope creep for markets. This reduces requirements gathering
timelines, decision making, and complexity of system maintenance.
Having a consistent design also enables scalability for training
materials.
Develop global template worksheets using a global model that markets can use as a basis for requirements gathering. These worksheets should include available expense types, workflows, audit rules, related GL account structure, VAT requirements, and available expense type forms.
Reach out to peers at other companies who have implemented Concur in your target markets (via Concur user groups on LinkedIn), and ask for tips and their best-practices.
Attend events like conferences, trade/industry meetings, and webinars to gain relevant insights.
Reach out to the Acquis team
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Leading PE firms are using AI to eliminate data latency, reduce churn, and transform quarterly reviews into continuous portfolio intelligence.
Read More
We are entering what can best be described as the Alliance Economy, an operating model defined not by linear development pipelines, but by an ecosystem of interdependent players working together to navigate the new biopharma reality.
Read More
Many mid-market organizations quietly lose 30–40% of potential savings to fragmented spending systems. While executives focus on strategic sourcing deals, thousands of disconnected transactions drain value across the business — creating a downstream crisis hiding in plain sight.
Read More
Leading PE firms are using AI to eliminate data latency, reduce churn, and transform quarterly reviews into continuous portfolio intelligence.
Read More
We are entering what can best be described as the Alliance Economy, an operating model defined not by linear development pipelines, but by an ecosystem of interdependent players working together to navigate the new biopharma reality.
Read More
Many mid-market organizations quietly lose 30–40% of potential savings to fragmented spending systems. While executives focus on strategic sourcing deals, thousands of disconnected transactions drain value across the business — creating a downstream crisis hiding in plain sight.
Read More