Project Overview

TAL is one of Australia's leading life insurance specialists. For over 150 years, TAL has been protecting people, not things. Together with its partners, TAL insures more than 5 million customers and offers life insurance through the following channels: direct to consumer; through a financial adviser; and via group and workplace superannuation schemes. TAL is part of the Dai-ichi Life Group, one of the world’s largest insurance groups.

ME was engaged to drive transformation across all areas of Finance at TAL including building a new finance operating model, building a new vision and mission and improving month end processing and monthly reporting. Key outcomes achieved were

• Implemented new operating model and mission for finance.

• Implemented PeopleSoft Procurement

• Reduced month end close timetable by 60%