Anti-pattern
The automated mess
Bots and OCR layered onto un-simplified steps. We require a material reduction in process steps before any automation is scoped.
Our method
SECAR (Simplify, Eliminate, Consolidate, Automate, Relocate) is the gated sequence behind our transformation, process and automation work. You can't reach the downstream levers until the upstream ones have done their job.
The SECAR sequence
Each layer must be in place before the next can carry weight. Scroll to build the sequence from the ground up.
De-layer approvals, unify intake channels and cut hand-offs before touching systems or org design.
Zero-base every task, report and check. If it drives no decision, it goes, including shadow spreadsheets and duplicate validations.
One global standard: harmonised chart of accounts, vendor and customer masters, policies and processing cycles.
APIs, ERP rules, matching and intelligent document processing, deployed on a process that is now stable enough to automate.
Move stable, rule-based exception work to shared services, a GCC or a partner, as the consequence of transformation rather than the tool.
Why sequence matters
When fragmented, manual processes are moved or automated first and fixed later, organisations pay three times: in long stabilisation periods, in attrition among analysts firefighting undocumented exceptions, and in automation that hard-codes yesterday's waste.
Anti-pattern
Bots and OCR layered onto un-simplified steps. We require a material reduction in process steps before any automation is scoped.
Anti-pattern
Moving work before it's standardised. No migration wave starts until the global design and master data are signed off.
Anti-pattern
Rushed transitions lose exception know-how. Dual running continues until the receiving team delivers clean cycles on its own.
Across finance
| Tower | Simplify | Eliminate | Consolidate | Automate | Relocate | Measured by |
|---|---|---|---|---|---|---|
| Procure-to-Pay | Flatten PO approvals; guided buying | Stop retrospective POs and tracking spreadsheets | Standard payment terms; one vendor master | Invoice capture, 3-way match, bank integration | Price/quantity exceptions, statement recs | First-time match rate · cost per invoice |
| Order-to-Cash | Objective credit scoring; fewer dispute codes | Stop order re-keying and low-balance chasing | Group credit limits; one billing engine | EDI orders, cash application, dunning | Complex cash allocation, disputes | DSO · unapplied cash · dispute cycle time |
| Record-to-Report | Parallel close; standard journal templates | Remove immaterial accruals and repeat top-sides | Global chart of accounts; intercompany hub | Recurring journals, auto-reconciliation | Variance-based recs, journal review | Days to close · auto-reconciled accounts |
| FP&A | Driver-based planning; variance thresholds | Kill unconsumed reports and data wrangling | One semantic data layer; central reporting | Automated pipelines, self-service BI | Reporting factory, baseline modelling | Report turnaround · partnering vs. assembly |
Works with what you know
SECAR doesn't replace Lean, Six Sigma or Agile. It tells you when each one belongs, so teams stop perfecting work that should have been eliminated, or sprinting to automate requirements that aren't stable yet.
Where we use it
Core offering
SECAR shapes the opportunity assessment, the business case and the sequence of work packages.
S · E · C
Process mapping and lean analysis deliver the Simplify, Eliminate and Consolidate gates.
A
Automation starts only once the process has passed the upstream gates.