Optimization of the budgeting and consolidation process

  • Practice
  • Team

2 Finance and Data Consultants, 1 Project Manager, 1 Senior Director

  • Technical environment
One unified platform
for the key-processes of the Finance team
Optimized process
relying on robust and adaptive solution
One partner
to support both budgeting and closing as well
  • Our client was in need of a complete review and optimization of their Budgeting/Planning and Consolidation process.
  • They used to do their planning, budgeting and forecast on Excel and the consolidation on HFM and wanted to have a modern unified platform to reach their ambition of growth
  • The client engaged Solution BI to implement Tagetik for the Budgeting, Planning and Consolidation process for the office of Finance but also to support them with their current solution HFM and Sage 300 during their close month end.
  • We acted as advisors and integrators to help Top Aces to improve their process and use the best functionalities of Tagetik.
  • Provided a modern, robust,  centralized and unified platform for the Finance department
  • An improved process for Budgeting, Planning and Consolidation
  • A service partner to support and challenge the company in its month-end closing process