Advisory Services

Strategic Clarity for Complex Financial Systems


At Mantic Solutions, our Advisory Services move beyond simple consulting. We partner with higher education institutions to provide the strategic foresight and executive-level planning required to maximize the value of your finance technology investments. We help you make the right system decisions, before the costly implementation phase.

Who Needs Mantic Advisory?

  • Institutions preparing for a major ERP evaluation or replacement.
  • Finance leadership struggling to align technology strategy with institutional financial goals.
  • Teams experiencing project fatigue or governance issues on current implementations.
  • CFOs requiring a third-party, objective assessment of their current financial systems architecture.

Core Advisory Offerings

1. Financial Systems Strategy & Roadmap Development

  • Current State Assessment: Comprehensive review of existing systems, processes, and data architecture / reporting to identify pain points and opportunities.
  • Future State Vision: Define a target operating model for the financial systems function, leveraging modern cloud technology.
  • 5-Year Roadmap: Creation of a phased, prioritized plan detailing system upgrades, replacements, and key integrations, complete with TCO analysis.

2. Software Selection & RFP Support

  • Requirements Definition: Facilitating workshops to define crucial functional and technical needs specific to higher education.
  • RFP Development: Creating a structured, unbiased Request for Proposal (RFP) document and managing the vendor Q&A process.
  • Vendor Evaluation: Providing objective scoring, scenario-based evaluation models, and contract negotiation support.

3. Project Governance & Assurance

  • Implementation Oversight: Serving as the institution representative to ensure the system integrator adheres to the contract, manages scope effectively, and delivers quality.
  • Risk Assessment: Ongoing review of project health, timeline adherence, budget, and major risks.
  • Change Management Strategy: Building a plan to address organizational resistance and drive system adoption across the institution.

Why Choose Mantic for Advisory?

We speak the language of both finance leadership and technical systems, bridging the gap between strategy and execution. Our team comprises staff who have successfully led and lived these challenges before.

Are you ready to strategically transform your financial systems?


We offer flexible engagement models: full project lifecycle support, targeted short-term hypercare, or fractional, ongoing support for specific project and advisory needs. Our consultants are financial system professionals with direct experience in the higher education vertical.

Get In Touch with us and let’s have a free strategy call.