Finance & Controlling Planning Transformation
Integrated Planning Processes. Reliable Data. Strong Leadership and Empowered Teams.
We believe effective solutions emerge where professional expertise, human interaction and information technology come together to create new realities.
We support companies in transforming their Finance & Controlling planning and reporting processes – from analyzing existing processes and data structures to functional solution design and the implementation of integrated planning solutions.
We combine expertise in Finance & Controlling, Business Process Management and SAP technologies with systemic organizational consulting.
Our approach considers the interplay between People, Processes and Information Technology, including their interdependencies, interactions and evolution over time.
Our Services
01 | Planning & Data Assessment
Understanding Existing Processes and Data
Together with business departments and IT teams, we analyze existing planning and reporting processes, data management, responsibilities and system landscapes. Our focus is on business requirements, data sources and data flows, data quality and availability, as well as collaboration across the departments involved.
Deliverables: AS-IS Process Map · Data and System Overview · Identified Areas for Improvement
02 | Integrated Planning Solution Design
Designing Planning Processes and Solutions
Based on the assessment, we work with the client’s team to design integrated planning and reporting processes, functional data, planning and reporting models, and suitable solution architectures.
We evaluate SAP Analytics Cloud (SAC) and SAP Datasphere as potential components of an integrated planning and reporting solution, while considering opportunities for AI-supported analytics and planning processes.
Our goal is to reduce time-consuming routine tasks, create more opportunities for value-adding activities, and foster enjoyment in collaboration and everyday work.
Deliverables: TO-BE Processes · Functional Solution Design · Data Model Concept
03 | SAC & Datasphere Enablement
Prototyping and Enhancing Planning Solutions
We support the prototyping, incremental implementation and further development of existing planning and reporting solutions using SAP Analytics Cloud and SAP Datasphere.
Together with the client’s team and technical specialists, we support the development and validation of planning and reporting models, data integration, testing, documentation and key-user enablement.
Deliverables: Prototypes · Validated Planning and Reporting Models · Documentation · Key-User Enablement
Our services can be engaged individually or as a coordinated series of services.
We support companies independently in developing their Finance & Controlling planning processes, strengthen project teams alongside implementation partners, and help optimize ongoing projects and existing planning solutions from a functional business perspective.
Our Consulting Framework
Structure · Relations · Evolution
Our consulting approach is based on three interconnected perspectives:
Structure – People, processes, responsibilities and IT systems.
Relations – Relationships, dependencies and circular interactions.
Evolution – The development and transformation of structures and relationships over time.
These three interconnected perspectives form the methodological foundation of our services. We view organizations as sociotechnical ecosystems in which people, processes and IT systems interact and evolve over time.
Our Expertise
Finance & Controlling
Corporate Planning · Budgeting & Forecasting · Controlling · Management Reporting
Business Process Management
End-to-End Process Analysis · Process Modeling · Process Optimization · Functional Solution Design
SAP Planning & Analytics
SAP S/4HANA CO · SAP Analytics Cloud (SAC) · SAP Datasphere · Data Management & Data Integration
People & Organization
Systemic Organizational Consulting · Roles & Responsibilities · Leadership Coaching & Team Development
Connecting Business, Finance & IT
We support you in developing your organization, processes and IT systems through a systemic approach – considering your company as an interconnected sociotechnical ecosystem.