Advisory Services
From data to digital transformation, we build your future. Your path to smart solutions is seamlessly engineered.
Your Financial Transformation
Delbridge’s Advisory Services are designed to support businesses at every stage of their digital transformation journey. Whether you need to optimize existing processes, select the right vendors, or implement cutting-edge strategies, we provide comprehensive solutions tailored to your needs.
Our expertise spans optimization and re-engineering to improve efficiency, vendor selection to match you with the best technology, and digital strategy development to align with your long-term goals. We also specialize in change management, ensuring your teams are prepared to embrace new technologies seamlessly. Additionally, our focus on data analytics and engineering enables you to harness the power of your data, transforming it into actionable insights that drive smarter decision-making and operational excellence.
With Delbridge, you’re not just keeping pace with change—you’re staying ahead of it.

We partner with our clients every step of the way to ensure a successful project
- From assisting clients with their analysis and requirements to implementation and training, we partner with our clients at every step to ensure a successful project.
- We share our knowledge and experience with our clients and assist them with implementation of best practices.
- Our team of expert consultants can provide service and support beyond implementation for a variety of products and features.
- We truly believe that understanding your business and designing the right business process is critical to the success of any project.
How Delbridge Can Help
Optimizations
Revamp existing processes and systems to achieve peak efficiency and adaptability.
Vendor Selection
Leverage our expertise to choose the best tools and partners for your unique needs.
Digital Strategy
Craft future-ready strategies that align with your business goals and industry trends.
Change Management
Prepare your teams and workflows for seamless adoption of new technologies.
Data Analytics
Unlock the power of your data with advanced analytics and engineering solutions that drive smarter decision-making and operational excellence.
Platforms We Support
Data Engineering | Data Governance | Data Management | Business Intelligence | Data Science | Software Engineering
Budgeting & Planning | Forecasting | Consolidation | Account Reconiciliation | Reporting & BI
Incentive Compensation Management | Sales Operations & Planning | Sales Forecasting | Analytics & Reporting
Vendor Selection Process
With 500+ clients, leading solution partners, decades of combined experience, and a team of expert consultants, Delbridge is able to offer objective recommendations for financial systems that best suit our clients’ unique needs.
We have partnered up with the leading CPM, SPM or Data software solution vendors which include Vena, CCH Tagetik, Prophix, Pigment, Adaptive Planning, IBM, Oracle, and many more. As we implement each of these platforms, we know their strengths, weaknesses, and which business needs they are best suited to address.
This is why we are uniquely positioned to help you find the right budgeting, forecasting, reporting, or consolidation solution!

Analysis and Requirements
- Gather and document business and technical requirements
- Elicit requirements by planning/reporting modules
- Identify relevant market trends and emerging technologies
- Create an evaluation framework

Vendor Identification Process
- Identify potential vendors taking into account the functional, technical, and commercial criteria defined in the previous step
- Shortlist 2-3 preferred vendors and initiate communication

Evaluation of Top Vendors
- Coordinate a formal response from top vendors that includes solution cost (software, training, implementation, and maintenance)
- Facilitate presentations, demos, Proofs-of-Concept to demonstrate the feasibility
- Coordinate reference checks and obtains insights from other organizations

Selection of Preferred Vendor
- Rank the vendors based on the “Evaluation of Top Vendors” step
- Write a final recommendation report that includes the scoring and reasons for the final vendor choice
Select Clients We’ve Helped With The Vendor Selection Process









