CHALLENGES
- New leadership team: The Head of Controlling (CDG) and CIO wanted to move away from Excel for budget planning.
- Urgent short-term need: Creation of a Zero-Based Budget focusing on pricing discounts and margins on variable costs derived from assumptions and indicators.
- Strict timeline: Only 6 weeks to deliver.
- Technical environment: Client’s EPM solution, Essbase 21, is used for reporting purposes.


SOLUTION
- Requirement framing phase: Conducted to ensure clear and mature needs, enabling the commitment to deliver the targeted solution within the required timeline.
- Agile collaboration: Delivered over 3 sprints, covering the following budgetary stages:
1.Gross revenue and activity levels.
2.Net revenue and margin on variable costs.
- Leveraging existing application features: Capitalized on pre-existing application components to accelerate development.
BENEFITS
- Simulation capability: Enabling simulations of volume, price, and cost scenarios.
- Simplified version comparisons: Easily compare different budget versions.
- A single version of the truth: Ensuring one reliable source for budget targets.
- On-time, on-budget delivery: Objectives were successfully achieved within constraints.
- Enhanced forecast and EBIT capabilities: A strong desire to industrialize budget forecasting and profitability analysis further.
