The Opportunity

A UK local government council’s existing cash management platform was approaching end-of-life, presenting both a challenge and an opportunity. The council needed to determine whether to upgrade the current system or adopt a new market-leading solution. The goals were to:

• Improve cash management processes
• Enhance visibility of cash flow across the organisation
• Enable faster, more accurate decision-making
• Ensure a sustainable, cost-effective solution that could be supported internally

Our Approach

RedRock undertook a structured discovery phase, working closely with stakeholders across Finance, Procurement, End Users, and Technical teams. Our approach focused on:

• Understanding the council’s operational requirements, pain points, and business processes
• Reviewing technical options in the market and evaluating potential upgrades to existing systems
• Assessing total cost of ownership and expected return on investment
• Simplifying processes and ensuring long-term sustainability and supportability of the solution

Capabilities Applied

• Business Analysis and Requirements Gathering
• Financial Expertise and Cash Management Knowledge
• Stakeholder Engagement and Workshop Facilitation
• Procurement and Solution Evaluation Support
• Delivery Management

The Outcome

The discovery phase provided the council with a clear understanding of its needs and options. Key outcomes included:

• A comprehensive evaluation of potential solutions and upgrades
• Evidence-based recommendations to inform procurement and investment decisions
• Council teams equipped with the knowledge to make confident, informed choices
• Foundation set for a smooth transition into the product selection and implementation phase
• Preparedness for upskilling staff to manage and support the new solution independently

Why This Matters
This case demonstrates the value of a thorough discovery phase in complex technical decisions. By embedding expertise and knowledge transfer, RedRock helps councils:

• Reduce reliance on external consultants
• Make informed, cost-effective procurement decisions
• Align systems and processes to drive efficiency and value in finance operations
• Ensure long-term sustainability and organisational ownership of the solution