Background: Identifying the Right Solution for a High-Complexity Case

Q: Michelle, can you introduce yourself and your firm?

A: My name is Michelle Meehan, and I’m the President of MM Consulting Solutions. We’re a consulting firm that primarily helps clients—especially in property management—implement and optimize accounting software and financial processes.

The Challenge: A Large Organization Struggling with Month-End Close

Q: What prompted you to bring Trintech into this client engagement?

A: I first encountered Trintech at a finance and accounting technology expo in New York City, where they were presenting their solutions. I was immediately excited by what I saw—particularly their task management capabilities.

At the time, I knew of a large New York–based client that was really struggling with its month-end close. They had a very complex environment with a large number of users, tasks, and dependencies, and the close process was inefficient and difficult to manage. When I saw Trintech, I thought it would be a great fit for that client. A few months later, that same organization asked me to step in as an interim CFO for six months to help optimize their accounting processes. That created the perfect opportunity to formally introduce them to Trintech.

Why Trintech: Customization, Flexibility, and Executive Visibility

Q: What made Trintech the right choice for this client?

A: From the beginning, Trintech’s sales team spent significant time understanding our processes and requirements. We had some very unique ways we wanted to view tasks and manage close activity—nothing truly “out of the box.”

The Trintech team took a sample task list we provided and built a highly customized version of it, allowing us to slice and dice the data in multiple ways on the dashboard. That level of customization was critical. We did look at other solutions—no one buys software without considering alternatives—but by that point, Trintech had already delivered a demo that looked and felt exactly like the client’s real-world environment. It was very difficult for competitors to match that.

Implementation Approach: Pilot, Learn, Scale Quickly

Q: How did the implementation process unfold?

A: The client is implementing roughly 400 month-end close tasks, so we took a very intentional approach.

We kicked off implementation in July with four pilot properties, each with different variables. That allowed us to test different scenarios, identify what worked, and uncover what didn’t. We then adjusted the process and reused it the following month with improvements. From there, we began rolling out aggressively—onboarding 50 properties at a time. It’s been a rapid-fire deployment, and the process has been incredibly effective.

Change Management and Adoption: Executive Buy-In Makes the Difference

Q: How did the organization respond to the new system?

A: Adoption has been outstanding. This is a large organization with a dedicated learning and development team, and they fully embraced the solution—creating custom training materials and ongoing sessions as new users came on board. What’s been most impressive is the executive engagement. Senior leaders were navigating the dashboard within days, identifying bottlenecks, and addressing root causes of delays. The software didn’t just show where processes were slow—it made people issues visible so leadership could address them directly.

Measurable Benefits: Visibility, Accountability, and Continuous Improvement

Q: What impact has Trintech had so far?

A: The biggest benefit is visibility. For the first time, the organization can clearly see where tasks are, who owns them, what’s late, and why.

That visibility has allowed teams to:

• Redefine handoffs between departments
• Adjust responsibilities to better align with roles
• Continuously refine task lists month over month

We’re not just automating—we’re actively improving processes as we go. And what’s really exciting is that this started with accounting close, but now every department wants in—HR, learning and development, property onboarding. Everyone sees the value of having structured task visibility.

Partnership with Trintech: Responsive, Collaborative, and Listening

Q: How would you describe your relationship with Trintech?

A: Trintech has been amazing to work with. Their support team has been extremely responsive throughout implementation, and their willingness to stick with us—even when things get complex—has been impressive. What really stands out is how much they listen. The ideas portal may sound simple, but it matters. We’ve submitted ideas, seen them on the roadmap, and watched Trintech actively incorporate customer feedback. That creates a true partnership—not just a vendor relationship.

The Value of a Trintech Partner

Q: As a Trintech partner yourself, how do you see the value of partners in these implementations?

A: Having a partner brings experience—someone who understands not just the technology, but also change management and process improvement. It’s not always best to force your existing processes into a new solution. Often, it’s better to step back, evaluate how the business should operate, and then configure the solution to support that. That’s where partners add real value.

Final Thoughts: A Solution with Momentum

Q: Any final reflections on Trintech?

A: Trintech is an amazing company. I’ve been consistently impressed by their responsiveness, their innovation, and their commitment to client success.

What started as a close management initiative has quickly become something much bigger—and that momentum is contagious across the organization.