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Accelerating aid to people during emergencies

When disaster strikes, E4E Relief® helps companies support workforce financial needs for food and shelter

Client

E4E Relief LLC

Industry

Public Sector

Primary goal

Using technology to increase accessibility to emergency relief

Business Solution

Microsoft Dynamics 365 Customer Engagement (CE)

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When an acquisition doubles your revenue in your largest market, there are some big numbers at play—especially when you’re a $48 billion CPG company. And the bigger the numbers, the bigger the impact of every strategic and tactical decision you make. You can’t afford to have your visibility clouded and your decision-making hampered by having two disparate financial operations functions each with its own systems, software, and people. So, when a global CPG company found itself in this situation, it called on KPMG to drive fast, smooth, cost-efficient integration of financial operations.

Key outcomes

1

Increased engagement 

and global alignment between cross-functional teams

2

Greater visibility

 into consolidated spend driving meaningful insights and more proactive decisions

3

Days shaved off

the monthly close cycle

4

More accurate

revenue and sales forecasting

Founded after the 9/11 tragedies, E4E Relief provides cash grants from responsible and compassionate companies to individuals impacted by crises or unexpected needs. When the COVID-19 pandemic hit, companies were eager to support workers reeling from financial and personal stress. E4E Relief’s original platform was stretched by the exponential increase in volume of need from individuals and interest from companies to launch. The platform needed to be re-envisioned. The pandemic created an opportunity for E4E Relief to create a new platform with greater scale and speed of its reach.  

E4E Relief took a carte blanche approach to constructing their next generation platform to increase scale and security and serve more companies and their stakeholders around the world.

KEY OUTCOMES

Making a measurable difference

Over a two-year period, the E4E Relief implementation of Microsoft Dynamics 365 managed by KPMG has:

  • Improved for clients
  • Provided a better experience for stakeholders
  • Increased business insights
  • Standardized operating procedures and stabilized systems
  • Developed a secure, scalable cloud-based platform
  • Added major new clients

Client transformation journey

Click on each part of the journey to learn more about our client’s transformation.

Client transformation journey

Before

Poor visibility threatened business objectives.

Acquiring a large organic food and beverage business helped a global CPG company expand its operations and nearly double its revenue in the U.S. However, as with most mergers, the integration posed some challenges. Two disparate IT environments with different accounting and reporting models, separate enterprise resource planning (ERP) systems, and multiple business intelligence (BI) tools required extensive manual intervention and offline data manipulation, preventing uniform reporting and analysis. Data was trapped in silos. Visibility was insufficient. A new CFO and the finance and accounting teams lacked the insight to support effective forecasting and both strategic and tactical decision-making. In a sector as competitive and fast-changing as food products, this company needed to increase visibility quickly.

After

Unified financial operations support global success.

While this CPG company’s business is spread across two continents (and originates from a number of acquired companies), its financial operations are now centralized and unified. A cloud-based platform extracts and loads data from numerous global sources, then configures and stores it in a central location. Accounting staff across multiple back offices work within a single governance structure and with a single set of streamlined processes, enabling effective reporting and supporting a swift, accurate close. Across the enterprise, visibility is excellent, and insights are at the ready, because analysts can perform real-time calculations and drill down swiftly to the meaning behind the numbers. Unified financial operations helps this $48 billion player predict accurately, plan effectively, and act swiftly—all crucial in a sector where windows of opportunity close as suddenly as they open.

Future

A strong foundation that can keep pace with continued growth.

There will be more acquisition targets in the company’s future. And with a cloud-based platform, governance framework, and standardized processes in place, integrating financial operations will be a swift, sure process. A successful integration inspired the CFO and global finance team to consider other areas for transformation. From evolving multiple layers of the target operating model within Finance, to jump-starting transformation across other functional areas, a powerful ripple effect began and continues across the enterprise. Having the right tools and processes to support a grander vision driven by meaningful insights will continue to empower positive change.

Before

Poor visibility threatened business objectives.

Acquiring a large organic food and beverage business helped a global CPG company expand its operations and nearly double its revenue in the U.S. However, as with most mergers, the integration posed some challenges. Two disparate IT environments with different accounting and reporting models, separate enterprise resource planning (ERP) systems, and multiple business intelligence (BI) tools required extensive manual intervention and offline data manipulation, preventing uniform reporting and analysis. Data was trapped in silos. Visibility was insufficient. A new CFO and the finance and accounting teams lacked the insight to support effective forecasting and both strategic and tactical decision-making. In a sector as competitive and fast-changing as food products, this company needed to increase visibility quickly.

After

Unified financial operations support global success.

While this CPG company’s business is spread across two continents (and originates from a number of acquired companies), its financial operations are now centralized and unified. A cloud-based platform extracts and loads data from numerous global sources, then configures and stores it in a central location. Accounting staff across multiple back offices work within a single governance structure and with a single set of streamlined processes, enabling effective reporting and supporting a swift, accurate close. Across the enterprise, visibility is excellent, and insights are at the ready, because analysts can perform real-time calculations and drill down swiftly to the meaning behind the numbers. Unified financial operations helps this $48 billion player predict accurately, plan effectively, and act swiftly—all crucial in a sector where windows of opportunity close as suddenly as they open.

Future

A strong foundation that can keep pace with continued growth.

There will be more acquisition targets in the company’s future. And with a cloud-based platform, governance framework, and standardized processes in place, integrating financial operations will be a swift, sure process. A successful integration inspired the CFO and global finance team to consider other areas for transformation. From evolving multiple layers of the target operating model within Finance, to jump-starting transformation across other functional areas, a powerful ripple effect began and continues across the enterprise. Having the right tools and processes to support a grander vision driven by meaningful insights will continue to empower positive change.

Client transformation journey

  • Before

    Poor visibility threatened business objectives.

    Acquiring a large organic food and beverage business helped a global CPG company expand its operations and nearly double its revenue in the U.S. However, as with most mergers, the integration posed some challenges. Two disparate IT environments with different accounting and reporting models, separate enterprise resource planning (ERP) systems, and multiple business intelligence (BI) tools required extensive manual intervention and offline data manipulation, preventing uniform reporting and analysis. Data was trapped in silos. Visibility was insufficient. A new CFO and the finance and accounting teams lacked the insight to support effective forecasting and both strategic and tactical decision-making. In a sector as competitive and fast-changing as food products, this company needed to increase visibility quickly.The preconfigured assets and technology accelerators delivered by KPMG Powered Enterprise let ambitious leadership teams take advantage of embedded leading practices to speed up the decision-making process while instilling confidence.

  • After

    Unified financial operations support global success.

    While this CPG company’s business is spread across two continents (and originates from a number of acquired companies), its financial operations are now centralized and unified. A cloud-based platform extracts and loads data from numerous global sources, then configures and stores it in a central location. Accounting staff across multiple back offices work within a single governance structure and with a single set of streamlined processes, enabling effective reporting and supporting a swift, accurate close. Across the enterprise, visibility is excellent, and insights are at the ready, because analysts can perform real-time calculations and drill down swiftly to the meaning behind the numbers. Unified financial operations helps this $48 billion player predict accurately, plan effectively, and act swiftly—all crucial in a sector where windows of opportunity close as suddenly as they open.

  • Future

    A strong foundation that can keep pace with continued growth.

    There will be more acquisition targets in the company’s future. And with a cloud-based platform, governance framework, and standardized processes in place, integrating financial operations will be a swift, sure process. A successful integration inspired the CFO and global finance team to consider other areas for transformation. From evolving multiple layers of the target operating model within Finance, to jump-starting transformation across other functional areas, a powerful ripple effect began and continues across the enterprise. Having the right tools and processes to support a grander vision driven by meaningful insights will continue to empower positive change.

We’re incredibly excited about how, with KPMG’s help, we will reach even more individuals through their companies’ generosity and broaden our scope to provide the most secure, measurable financial assistance globally. Their team’s innovative approach, coupled with their leadership’s thorough understanding of our increasingly ambitious goals as the pioneer in grants to individuals impacted by disaster and hardship, enabled E4E Relief to maintain its firm position as the leader in this space. 

Courtney Ramey

Chief Product Officer, E4E Relief

How KPMG helped E4E Relief speed aid to distressed employees

Mission

E4E Relief and KPMG set out to transform the original relief platform with a four-point mission: 1) Make it easy to do business with clients and employees by modernizing the technology platform and business processes; 2) enable better, faster, more accurate onboarding processes; 3) provide management with better reporting and insights; and 4) stabilize remaining systems processes. 

Stage 1 – Vision and Validate

To accomplish this mission, KPMG began working with E4E Relief in 2021 by focusing on standardizing operation procedures; increasing visibility across E4E Relief teams; designing a scalable solution that reduces technical issues; and improving applicant experience.

Within a year, the KPMG team had developed architecture diagrams, data models, and additional documentation; reconfigured the applicant portals and streamlined the application; standardized sales process and program configuration; and integrated the platform with a global payment software program to support international payments.

Stage 2 – Go-Live and Continued Development

KPMG followed up with Stage 2 in 2022, during which E4E Relief took the upgraded platform live and continued development into 2023. The KPMG team helped move E4E Relief from a bespoke to a multitenant platform with sustainable portals, stabilized systems, and operational process, and helped enable E4E Relief to win large client deals.

Working with KPMG and Microsoft, E4E Relief supported strategic quarterly releases; deployed translations, program builder, and legacy upgrade solutions; implemented regression testing processes and procedures; and improved marketing processes and operations.

KPMG is recognized as a Microsoft Business Applications Inner Circle award winner for 2023-2024

KPMG ranks in the top echelon of Microsoft’s Business Applications global network of alliance partners for 2023–2024. Inner Circle members have performed to a high standard of excellence by delivering valuable tech solutions that help organizations achieve increased success. We’re proud to have Microsoft as our alliance partner, and of the transformation we’ve helped drive for our clients using Microsoft solutions.

Read more

Meet the KPMG team that made the difference for E4E Relief

Let’s talk about how creating a new solution could impact your business.

Image of Jesse Loscalzo
Jesse Loscalzo
Principal, Customer Advisory, Microsoft CRM Leader, KPMG US
Read bio
Image of Rob Moeller
Rob Moeller
Advisory Managing Director, Platforms, KPMG US
Read bio
Image of Chris Newell
Chris Newell
Director Advisory, Platforms, KPMG LLP
Read bio
Image of Jesse Loscalzo
Jesse Loscalzo
Principal, Customer Advisory, Microsoft CRM Leader, KPMG US
Read bio
Image of Rob Moeller
Rob Moeller
Advisory Managing Director, Platforms, KPMG US
Read bio
Image of Chris Newell
Chris Newell
Director Advisory, Platforms, KPMG LLP
Read bio

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Some or all of the services described herein may not be permissible for KPMG audit clients and their affiliates or related entities.

The information contained herein is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we endeavor to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No one should act upon such information without appropriate professional advice after a thorough examination of the particular situation. KPMG LLP does not provide legal services.

The information contained herein is not intended to be “written advice concerning one or more Federal tax matters” subject to the requirements of section 10.37(a)(2) of Treasury Department Circular 230.

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