Services
Seven lines of work, from strategy to data.
Every service starts with the process and the decisions it has to support. Technology comes later, once the process is clear.
Business strategy and process transformation
Diagnosis, operating model and process redesign across finance, operations and services.
Processes that grew by accumulation, unclear ownership and systems configured around a way of working that no longer exists.
- Diagnosis of the current process and the decisions it must support.
- Operating model: owners, controls and calendar.
- Process redesign across finance, operations and services.
- A staged roadmap, with acceptance criteria for each stage.
Financial close, consolidation and group reporting
Multi-entity, multi-currency and intercompany processes.
Closes that depend on spreadsheets, intercompany reconciliations that don't match and group numbers that take days to be ready.
- Close process and consolidation calendar design.
- Multi-entity, multi-currency consolidation models with intercompany eliminations.
- Intercompany reconciliation and data quality controls.
- Group reporting and management information packs.
Planning, budgeting and projections
Driver-based models, scenarios and rolling forecasts.
Budgets built once a year in spreadsheets that are out of date by the first quarter.
- Driver-based planning models.
- Scenarios and sensitivity analysis.
- Rolling forecasts.
- Plan integrated with actuals and with consolidation.
Financial and operational KPIs
Indicator design, management reporting and performance dashboards.
Leadership meetings that debate where each number came from instead of what to do about it.
- KPI definitions: formula, source and owner.
- Monthly management reporting.
- Performance dashboards for leadership and for each business area.
Business intelligence
Strategy, governance, analytics and self-service reporting.
Reports that each area builds its own way, with different answers to the same question.
- Information strategy and governance.
- Analytical models and self-service reporting.
- Adoption: training and usage rules for the teams.
Data architecture
Financial and operational data models and integration, so the whole company works from the same numbers.
Numbers that don't match between the ERP, consolidation and reports.
- Financial and operational data models.
- Integration between source systems, consolidation and planning.
- Quality and traceability rules, from transaction to report.
Technology enablement
Requirements, platform selection and implementation support for enterprise systems.
Platform decisions based on the vendor demo rather than on business requirements.
- Functional requirements.
- Platform selection support.
- Implementation support: design, testing and go-live.
- Stabilization after go-live.