How to organise entities, shared services, permissions and consolidation for a growing business group. The aim is to help teams identify practical decisions, ownership and controls before changing technology.
Decide what is shared
Identify which master data, processes and policies should be common across entities, and which must remain local.
Shared supplier standards may be useful while local tax configuration and statutory reporting remain distinct.
Define legal and operational boundaries
Set entity ownership, branch structure, currencies, reporting periods and transaction permissions.
Do not assume a branch and a legal company require the same accounting treatment.
Handle intercompany transactions deliberately
Agree how intercompany sales, charges, settlements and reconciliations are recorded and approved.
Unreconciled intercompany balances can distort consolidated reports.
Design reporting for two audiences
Local managers need operational detail; group leaders need comparable results and a consolidated view.
Standardise definitions for revenue, margin, receivables and performance measures before rolling out dashboards.
Scale controls with the group
Review delegated authority, user access, change logs and central support as new entities join.
Governance should make local work easier to supervise, not force every decision through head office.
Practical next steps
- Identify one accountable owner for the process and the records it creates.
- Document the current workflow, including delays and exceptions.
- Agree the control or performance measure that will demonstrate improvement.
- Test the proposed approach with real users before scaling it.
Core1ERP can be evaluated against your specific requirements in a tailored product discussion. Features and configurations should be confirmed for your chosen modules and deployment.