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ERP Challenges & Opportunities in
Investors & Finance Industry

Finance-erp-sector

Discover how financial services and investment firms in the DACH region can strengthen compliance, improve transparency and optimise reporting. Dreher Consulting helps transform regulatory and operational pressures into measurable results.

Identify Your ERP Success Factors
"The industry affiliation as well as the size of the company play an important role in the requirements for an ERP system ..." - Dr. Harald Dreher.
Why Dreher Consulting

ERP Mechanical Engineering: between customer needs and competitiveness

The requirements a company from the mechanical and plant engineering sector places on suitable ERP software are strongly related to its industry affiliation.

Whilst the size of the company inherently influences the scope of application, the specific functions of a company are primarily determined by its industry affiliation, not only to meet customer needs but also to remain competitive with other companies in the same vertical market segments.

In this way, it can maintain its long-term success and achieve growth targets through innovation-driven business practices that benefit all stakeholders.

Analyse Your Growth Pain Points

Why digitalisation is not software. It is the future of your company. image

Why digitalisation is not software. It is the future of your company.

Many companies see an ERP project as a purely ...
Why independent advice makes the difference and why we deliberately reject up to 30% of inquiries image

Why independent advice makes the difference and why we deliberately reject up to 30% of inquiries
Why the first-principle approach saves ERP and digitalisation projects

Independent consulting: Why the first-principle approach saves ERP and digitalisation projects

From fighting symptoms to causes: why up to 80% ...

Common challenges within the Investors & Finance Sector

Special requirements are placed on an ERP system:

Your Challenges
  • Data inconsistencies across departments
  • Inefficient decision-making due to fragmented data
  • Increased security vulnerabilities from disparate systems
  • High resource consumption due to redundant processes
Dreher Solutions
ERP Implementation (1) ERP Implementation: Centralises data into a single system, reducing discrepancies and ensuring data accuracy across departments
Process Optimisation Digital Strategy Consulting: Develops a cohesive digital strategy to unify data sources, enabling faster and more informed decision-making
It Strategy Consulting IT Strategy Consulting: Assesses security protocols across systems, identifying and implementing unified security measures to minimise vulnerabilities
Process Mapping Sustainability CO2 Baseline Reporting: Analyses resource usage and carbon footprint, streamlining processes to reduce waste and support sustainability goals
Your Challenges
  • Managing device registration and UDI/EUDAMED data
  • FDA and GDPR data compliance
  • Cybersecurity threats and consistent data flow
Dreher Solutions
It Strategy Consulting ERP Implementation: Consolidates data in a unified system, enhancing data integrity and accessibility
Process Optimisation Process Optimisation & Management: Improves data management processes to ensure accuracy, completeness, and relevance
ERP Implementation (1) Digital Strategy Consulting: Develops a data strategy to ensure high-quality, consistent, and actionable data organisation-wide
Your Challenges
  • Vulnerabilities to cyber threats
  • Compliance with data protection regulations
  • Lack of real-time threat monitoring
  • Third-party risk exposure
Dreher Solutions
ERP project management IT Strategy Consulting: Develops a comprehensive cybersecurity strategy to identify and mitigate vulnerabilities, protecting sensitive financial data
Process Optimisation Process Mapping: Establishes data handling frameworks aligned with GDPR and industry standards, ensuring full regulatory compliance and data security
ERP Implementation (1) Process Optimisation & Management: Implements real-time monitoring protocols, improving threat detection and enabling quick, effective response to security incidents
ERP project management ERP Project Management: Integrates third-party risk assessments into ERP workflows, ensuring consistent monitoring and management of external security risks
Your Challenges
  • GAMP 5 adherence, MDR, FDA, CSDR compliance
  • Implementing Quality Management & CAPA systems
  • Maintaining ISO 13485 certification
Dreher Solutions
Process Mapping ERP Selection: Configures ERP systems to meet GAMP 5, MDR, and FDA requirements, simplifying compliance processes and supporting regulatory adherence
Process Optimisation Process Optimisation & Management: Streamlines workflows for CAPA, ISO 13485, and other standards, ensuring efficient quality management and compliance
Process Optimisation Sustainability Full Service: Integrates CSDR compliance by tracking Scope 3 CO2 emissions, aligning regulatory requirements with sustainability initiatives
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Why Industry
Context Matters

The finance and investment sector in the DACH region faces rising regulatory pressure, market volatility and demand for transparency. ERP systems must streamline operations, ensure compliance, manage risk and deliver real-time reporting across entities. Dreher Consulting makes sure your ERP is not just deployed — but aligned with your financial workflows, compliance needs and growth goals.

  • Regulatory compliance and transparency — meeting IFRS, CSRD and local financial reporting requirements.

  • Real-time financial consolidation — integrating data across subsidiaries, portfolios and geographies for accuracy and speed.

  • Risk and performance management — enabling predictive insights to support investment decisions and operational resilience. 

Curious which KPIs matter most for your role? Try our Pain Point Analyser
Pain Point Analyser

Key KPIs and Challenges in Investors & Finance

Finance firms in the DACH region face strict compliance demands, complex reporting and market volatility. ERP must provide real-time transparency, automate consolidation and support smarter decisions.

Feature / Need

Key KPIs (measurable targets)

Typical Challenges (pain points)

Compliance & Regulation
Key KPIs (measurable targets)

100% adherence to EU and local financial reporting standards (CSRD, IFRS, BaFin)

Typical Challenges (pain points)

Keeping pace with evolving regulations while avoiding reporting delays

100% adherence to EU and local financial reporting standards (CSRD, IFRS, BaFin)

Keeping pace with evolving regulations while avoiding reporting delays

Process Fit
Key KPIs (measurable targets)

Keeping pace with evolving regulations while avoiding reporting delays

Typical Challenges (pain points)

Managing complex consolidation across multiple entities and jurisdictions

Keeping pace with evolving regulations while avoiding reporting delays

Managing complex consolidation across multiple entities and jurisdictions

Scalability
Key KPIs (measurable targets)

25% improvement in risk-adjusted return tracking across portfolios

Typical Challenges (pain points)

Balancing risk management with growth in volatile markets

25% improvement in risk-adjusted return tracking across portfolios

Balancing risk management with growth in volatile markets

Localisation
Key KPIs (measurable targets)

Full localisation for DACH-specific tax, audit and reporting obligations

Typical Challenges (pain points)

Adapting ERP to multi-country accounting, currency and compliance requirements

Full localisation for DACH-specific tax, audit and reporting obligations

Adapting ERP to multi-country accounting, currency and compliance requirements

Curious which KPIs matter most to your business?
Pain Point Analyser

The right IT strategy is crucial for the success of any company...

IT makes a company more efficient and effective and can provide a competitive advantage.

When purchasing a company, this should not be underestimated. IT capabilities and performance can be crucial for a merger deal. It is therefore important to scrutinise an IT strategy, assess its future viability and test its degree of implementation.

An IT audit can provide valuable information in this regard, offering insights into the current status of a company's IT and identifying weaknesses that should be taken into account during the purchase.

 

Schedule Consultation

finance-IT-strategy
What we do

We develop solutions that shape the future of companies, increasing competitiveness & unleashing potential.

Integral first step:

Process optimisation should be considered before ERP implementation as it ensures the system operates on streamlined, efficient workflows. Without it, ERP systems risk magnifying inefficiencies instead of resolving them. Process optimisation

  • Prevents automating flawed processes
  • Identifies key inefficiencies to address early
  • Aligns system configuration with optimised workflows
  • Maximises ERP’s potential for improved performance
  • Sets the foundation for long-term operational success

Learn More

Future Focused:

Building regulatory compliance capabilities within ERP, especially for sustainability and CSDR, ensures the system is equipped to handle evolving regulations. Early integration minimizes future disruptions and enhances long-term sustainability efforts. The integration of regulatory compliance

  • Embeds compliance tracking into system functions
  • Ensures CSDR capabilities are built-in early
  • Supports automated compliance reporting
  • Reduces future costly system modifications
  • Strengthens sustainability and regulatory alignment from the start

Learn More

A Crucial Foundation:

The selection of an ERP system is fundamental to long-term success. The right system ensures operational efficiency, compliance, and scalability, reduces future costs, and enables sustainable growth. A structured and professional selection process:

  • Aligns system functions with business objectives
  • Reduces future costs for unplanned system changes
  • Supports scalability and future business expansion
  • Ensures the system's adaptability to evolving industry requirements
  • Supports scalability and growth by adapting 
  • Secures stakeholder buy-in

Learn More

Crucial Transformation:

ERP implementation is crucial for transforming business operations by integrating key processes into a unified system. It enhances efficiency, streamlines workflows, and provides real-time data insights, driving overall business success. The implementation of an ERP-system

  • Unifies business functions into a single platform
  • Enhances decision-making with accurate, real-time data
  • Streamlines processes, reducing manual tasks and errors
  • Increases efficiency by automating repetitive operations
  • Supports scalability and growth by adapting to evolving business needs

 

Learn More

Future Foundation:

The AI and Automation module focuses on leveraging technology to improve efficiency, reduce costs, and enhance decision-making. Built on a foundation of standardised processes and clear data, this module helps businesses harness the full potential of AI and automation for sustainable growth. The integration of AI-technologies.

  • Automates repetitive tasks, increasing efficiency
  • Enhances decision-making with data-driven insights
  • Improves productivity by streamlining workflows
  • Scales easily to adapt to growing business needs
  • Personalises customer experiences

Learn More

stack layer one stack layer one Process Optimisation
stack layer two stack layer two Compliance
stack layer three stack layer three ERP Selection
stack layer four stack layer four ERP Implementation
stack layer five stack layer five Automation & AI

Process Optimisation

Integral first step:

Process optimisation should be considered before ERP implementation as it ensures the system operates on streamlined, efficient workflows. Without it, ERP systems risk magnifying inefficiencies instead of resolving them. Process optimisation

  • Prevents automating flawed processes
  • Identifies key inefficiencies to address early
  • Aligns system configuration with optimised workflows
  • Maximises ERP’s potential for improved performance
  • Sets the foundation for long-term operational success

Learn More

Compliance

Future Focused:

Building regulatory compliance capabilities within ERP, especially for sustainability and CSDR, ensures the system is equipped to handle evolving regulations. Early integration minimizes future disruptions and enhances long-term sustainability efforts. The integration of regulatory compliance

  • Embeds compliance tracking into system functions
  • Ensures CSDR capabilities are built-in early
  • Supports automated compliance reporting
  • Reduces future costly system modifications
  • Strengthens sustainability and regulatory alignment from the start

Learn More

ERP Selection

A Crucial Foundation:

The selection of an ERP system is fundamental to long-term success. The right system ensures operational efficiency, compliance, and scalability, reduces future costs, and enables sustainable growth. A structured and professional selection process:

  • Aligns system functions with business objectives
  • Reduces future costs for unplanned system changes
  • Supports scalability and future business expansion
  • Ensures the system's adaptability to evolving industry requirements
  • Supports scalability and growth by adapting 
  • Secures stakeholder buy-in

Learn More

ERP Implementation

Crucial Transformation:

ERP implementation is crucial for transforming business operations by integrating key processes into a unified system. It enhances efficiency, streamlines workflows, and provides real-time data insights, driving overall business success. The implementation of an ERP-system

  • Unifies business functions into a single platform
  • Enhances decision-making with accurate, real-time data
  • Streamlines processes, reducing manual tasks and errors
  • Increases efficiency by automating repetitive operations
  • Supports scalability and growth by adapting to evolving business needs

 

Learn More

Automation & AI

Future Foundation:

The AI and Automation module focuses on leveraging technology to improve efficiency, reduce costs, and enhance decision-making. Built on a foundation of standardised processes and clear data, this module helps businesses harness the full potential of AI and automation for sustainable growth. The integration of AI-technologies.

  • Automates repetitive tasks, increasing efficiency
  • Enhances decision-making with data-driven insights
  • Improves productivity by streamlining workflows
  • Scales easily to adapt to growing business needs
  • Personalises customer experiences

Learn More

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