The challenge
CBE Group, a leading US-based provider of accounts receivable management and customer contact solutions, was preparing to migrate to a cloud-based collections system. However, they needed better visibility into the configuration, scalability, and operational readiness of their existing Debt Manager platform.
To ensure a smooth transition, CBE required an independent assessment to clarify migration costs, evaluate service levels, verify compliance, and strengthen stakeholder confidence, all while minimising implementation risk.
The solution
We assembled a cross-functional team of Debt Manager specialists and operational experts to conduct a comprehensive health check of the platform. The review assessed workflow design, data structures, change management processes, usability, and regulatory compliance.
In close collaboration with CBE stakeholders, we delivered over 35 tailored recommendations to optimise the system and prepare for migration. Key initiatives included:
- Restructuring configurations to improve strategy testing
- Increasing workflow modularity and reducing technical debt
- Enhancing audit trails to strengthen compliance
- Streamlining development processes to accelerate release cycles
These measures provided CBE with a clear, actionable roadmap for platform enhancement and a confident transition to the cloud.
The results
- Identified multi-million-pound savings
- Reduced future operating costs
- Improved service standards and efficiency
- Mitigated implementation risks
- Enhanced organisational readiness for migration
- Positioned CBE Group to deliver a smooth, cost-effective, and risk-aware implementation