Contact Us
Get in touch
We’d love to hear from you. Share some details and your query and we’ll respond straight away.
Case Study
Strengthening cost recovery and compliance with integrated EPM
Client type
Alternatives Managers & Private Markets, Asset Management
Client Challenges
A global investment firm relied on manual cost recovery and time certification processes. Limited auditability and inefficiencies increased operational risk. A scalable, controlled solution was required to improve accuracy and compliance.
alpha approach
Alpha implemented a centralized EPM platform to streamline allocation and certification processes across the organization. We integrated data, automated calculations and designed structured workflows to improve efficiency, consistency and control. Governance was strengthened through embedded controls and reporting capabilities, providing greater transparency and oversight throughout the process. Close collaboration with stakeholders ensured the solution aligned with business requirements and delivered a user-friendly experience. This delivered a more efficient and controlled process, improving compliance, strengthening governance and enhancing audit readiness.
How we delivered lasting value
Turning insight into impact
Streamlined workflows reduce manual effort and delays
Centralized processes replaced Excel tasks. Automation reduced time spent on allocation and certification activities.
Improved accuracy and audit-ready reporting controls
Integrated data and validation checks reduced errors. Consistent reporting strengthened transparency and regulatory compliance.
Scalable platform supports evolving compliance requirements
Flexible design adapts to regulatory change. Real-time insights enable faster, informed decision-making.
Related Work
Related case studies
Case Study
Transforming fund forecasting for speed, transparency and scale
Case Study
Streamlining people cost planning to improve accuracy and control
Case Study