How a Global Asset Manager Unlocked Unlimited Growth with Acquis
One of the largest alternative asset management firms faced a critical challenge: its legacy Concur Expense system could no longer support the company’s ambitious expansion plans. Operating across multiple markets in North America, Europe, Asia-Pacific, India, and the UAE, the firm needed a platform capable of scaling with its institutional growth.
The growth trap
The firm’s success created its own constraints. Years of rapid expansion pushed its Concur Expense site to maximum capacity, leaving limited custom fields available for new configurations. This limitation created operational and strategic challenges. Each acquisition became complicated by system restrictions. Market expansions demanded workarounds and regulatory changes that should have been straightforward required costly custom development.
The existing system suffered from “configuration creep.” These layers of customization without strategic oversight left the platform both over-engineered and under-functional. Business units developed their own approaches, making standardized reporting nearly impossible.
For a firm managing institutional-scale investments and planning to double its footprint, these limitations became a competitive disadvantage. Technical barriers slowed new market entries and acquisitions, and the inability to adapt quickly to changing regulatory requirements across global markets posed compliance risks.
Strategic migration over optimization
When Acquis assessed the situation, it became clear that the firm needed a strategic reset and new Concur Expense system designed for future growth. Optimization would not solve the expansion challenge and would lead to strategic drag.
The migration strategy centered on a Global Model Design, a foundation that could scale broadly while maintaining guardrails to prevent configuration creep from returning. This approach created a standardized model with built-in flexibility, preserving custom field capacity for regulatory updates and market requirements while redesigning reporting to provide clear visibility across business units and jurisdictions.
Enabling growth without limits
The migration delivered the expansion freedom the firm needed. The new system supports unlimited growth with preserved custom field capacity for future acquisitions and regulatory requirements, and all business units successfully migrated to the new global site.
Acquis continues to be an ongoing strategic partner. The firm monitors the client’s platform ahead of evolving growth demands to ensure the system maintains its scalability advantages.
Looking ahead
For a firm managing institutional-scale growth across multiple asset classes and global markets, the strategic migration delivered more than system improvements — it delivered unlimited expansion potential. With technical constraints removed, the firm can focus fully on growth opportunities.
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