Implementation of centralized planning, budgeting & forecast tool

  • Practice
  • Team

8 : Budget and Functional Analysts, Project manager, Promotor, Finance Team

  • Technical environment
One unique repository
for finance domain in both banking and insurance areas
Optimized processes
relying on best practices for using Oracle EPM suite
One team
to provide consulting and implementation in a single loop
  • The company has started a program in 2014 to optimize all their Financial System.
  • The Insurance group (DGIG) used to do their planning, budgeting and forecast on Excel and needed to be integrated like the Banking area to Hyperion Planning in order to have a centralized and modern solution.
  • The client engaged us to implement Hyperion Planning for the Budgeting, Planning and Forecast process for the Insurance Group
  • We acted as specialists and integrators to help Desjardins to improve their process and be aligned with the Banking process while using the best functionalities of Hyperion Planning
  • Improved process for Budgeting, Planning and Forecasting
  • All the entities of the company unified into the same centralized solution.
  • Managed metadata mapping for better understanding of both input and output of the processes