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Success Story I Numérisation et visualisation des rapports financiers pour soutenir la gestion de la performance

partage

AECCEC3E-63AD-46DF-A7EF-CCAD81723B14@1x

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Contact

Patrick Sage

Directeur Associé / France

Toulouse

Digitization and visualization of financial reporting to support performance management​

 

CHALLENGES

Our client, a leading construction company, used to consolidate and share monthly financial dashboards, with 100+ business units, into large spreadsheets and reports.

While navigating them was familiar to the financial managers, it was not as appealing to the business managers.

Developing the financial culture and dialogue across all dimensions, such as order book, revenues, margin and cash, required a new approach.

 

SOLUTIONS

We supported our client in :

  • Defining visual standards for financial reporting, based on how managers typically use and navigate financial data and report

 

  • Framing & specifying a BI tool based on user needs including technical architecture and data model

 

  • Developing and coordoning of tool implementation in Agile mode through 3 5-week sprints

 

  • Supporting change management through end-user training, mentoring (tutorials, hands-on sessions & documentation) and gathering feedback

 

KEY DELIVERABLES

  • Tool specification
  • Agile development roadmap
  • Financial reporting digitized
  • User trained & feedback integrated