CHALLENGES
The client required assistance in identifying improvement opportunities for their month-end process.
The main objectives were :
- to reduce the number of days to close the books for an earlier visibility on financials,
- to reduce non-value added activities,
- to improve data accuracy,
- to optimize the use of available systems, and implement a strong governance framework
![](https://21707327.fs1.hubspotusercontent-na1.net/hubfs/21707327/Cases%20Studies/manpreet-singh-indian-hockey-team-captain-red-bull-athlete.webp)
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SOLUTION
- The client asked Solution BI to diagnose their "record to report" process and make recommendations to help them achieve their objectives
- We acted as advisors and analysts
- We were able to successfully analyze the current state and provide a roadmap with various improvement projects that will allow CCM hockey to attain their target state
BENEFITS
- Shortened month-end cycle time
- Opportunities raised to strengthen controls in Epicor (retail sector oriented ERP)
- Recommendations to leverage additional modules in Epicor to ensure data accuracy and reduce manual tasks
- Provided governance structure that clearly defines roles and responsibilities in the finance department
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