Financial analysis as the key to continued business success of an e-commerce giant
Scope of cooperation
XXX
Industry
Medical
Tools
Benefits of the Implementation
Faster month-end close
Automation and elimination of manual work
Capability for predictive analysis
Improving transparency and control
Supporting business decision-making
About the client
The client is one of the largest e-commerce platforms in Poland, serving several million users each month. As the company continued to grow rapidly, efficient management of large volumes of financial and operational data became increasingly critical.
Challenge faced by the organization
- Dispersed data and the need for manual collection from multiple sources
- Lengthy month-end closing process and delays in reporting
- Lack of a unified environment for planning and budget monitoring
- Challenges in accurately estimating and settling investment projects
Purpose of the implementation
- Automating the planning and reporting process within a single interface (PAW)
- Reducing month-end closing time and enabling faster decision-making
- Providing accurate analysis and forecasting capabilities through the WBS structure
- Integration with external systems (SAP, Google Sheets, G Suite)
PROJECT APPROACH
How we addressed the client’s challenges?
The implementation began with a needs analysis and the design of a unified planning and reporting model based on the WBS methodology. The solution was then configured, integrated with external systems, and made available to users through the intuitive, web-based PAW interface.
1 step
We began by defining the needs of the finance and budgeting teams and designing a planning and reporting model within a single environment – Planning Analytics Workspace. It was crucial to take into account the organization’s requirements and the planned integrations with external systems, including SAP and G Suite.
2 step
Based on the Work Breakdown Structure methodology, we developed a budgeting framework that enables precise planning, control, and settlement of investment projects. We also configured a data approval and control process with editing restrictions applied after approval.
3 step
We automated the processes of data collection and processing and integrated the solution with existing systems. User training sessions were conducted, and thanks to the teams’ familiarity with TM1, they quickly adapted to working in the new, web-based PAW environment.
The value delivered
50% reduction in month-end closing time
Thanks to the automation of planning and reporting processes, the month-end closing now takes 3 days instead of 6.
A single unified interface for all users
Improved collaboration and full data transparency enabled by working within a single environment - Planning Analytics Workspace.
Improved project planning and control
The Work Breakdown Structure (WBS) allows for more precise cost estimation, effective progress monitoring, and clear allocation of responsibilities.
Integration with key systems
The smooth integration with SAP, Google Sheets, and G Suite accelerated business processes and removed redundant tasks.
CONTACT
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