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​The Financial Governance and Planning practice helps clients to:
  • Improve forecast accuracy
  • Identify lead indicators of performance
  • Identify and manage the impacts of business change on performance
  • Bring consistency and auditability to the budgeting and planning process.

 

Key Areas of Focus:
  • Financial Close

Enabling finance departments to run a faster end of month close, providing earlier iterations of reliable results through the month to better plan accurals

  • Management & Regulatory Reporting

Integration of actual and target data into financial reporting to allow comparison of actual against budget/forecast

  • Business Modelling & Forecasting

Providing visibility of lead indicators and physical/external drivers of financial outcomes 

  • Data Governance

Providing a framework to accomodate changes in business structure in reporting and planning systems 

  • Budgeting and Planning

Improving accuracy and the speed of cycle times for budgets to be submitted Management of the planning process
 

 BizData Case Studies

 
     
19 results found
Acquisition Scenario Planning
Industry Group: Administrative and Support Services
Industry Class: Employment Services
A leading services organisation needed to model the impact of an acquisition on overall business profitability.
Cost Centre Hierarchy Management
Industry Group: Financial and Insurance Services
Industry Class: Finance
Planning application support for a major Financial Services company.
Customer Profitability Planning
Industry Group: Administrative and Support Services
Industry Class: Employment Services
A major Workflorce services provider sought better planning by customer profitability across their 1500 branches.
Data Integrity Reporting Architecture
Industry Group: Financial and Insurance Services
Industry Class: Insurance and Superannuation Funds
A leading Superannuation firm needed to define an architecture to streamline compliance reporting concerning the handling of member accounts.
Demand Forecasting Application
Industry Group: Manufacturing
Industry Class: Machinery and Equipment Manufacturing
A large manufacturer needed a solution to better manage their product inventory to minimise storage costs and ensure enough stock on hand to meet sales demand.
Financial Systems Transformation
Industry Group: Manufacturing
Industry Class: Transport Equipment Manufacturing
The implementation of new Head Office General Ledger required transformation of (COA) Chart of Accounts and Program structures to allow data integration.

The intent of the transformation was to streamline the COA and business structures.
Forecasting Personal Loans
Industry Group: Financial and Insurance Services
Industry Class: Finance
A new product offering in the marketplace required a new forecast model to be created.
Materials Forecast Change Analysis
Industry Group: Manufacturing
Industry Class: Transport Equipment Manufacturing
A major Manufacturer sought a system that would automate the comparison of movements and the underlying drivers of variances in materials forecasts.
Peak Planning Period Operational Support
Industry Group: Financial and Insurance Services
Industry Class: Finance
A leading Financial Services firm needed to provide quick turnaround to changes in Financial Planning applications during the peak period of the planning cycle.
Planning Application Governance
Industry Group: Rental, Hiring and Real Estate Services
Industry Class: Property Operators and Real Estate Services
Planning application review and documentation to meet governance and audit requirements.
Planning Application Performance Tuning
Industry Group: Administrative and Support Services
Industry Class: Employment Services
A review of the planning application structure enabled a major Workforce Services company to ensure that the data processing completed without causing delays to the planning process.
Planning Application Support Services
Industry Group: Manufacturing
Industry Class: Transport Equipment Manufacturing
A High priority offsite support agreement reduced costs for a global Manufacturing company and provided continuity of their planning application.
Planning Process Operational Review
Industry Group: Financial and Insurance Services
Industry Class: Finance
Operational review of existing planning application and business rules.
Planning System Upgrade and Migration
Industry Group: Manufacturing
Industry Class: Transport Equipment Manufacturing
End to end management of planning platform upgrade and migration.
Risk Reserve Model
Industry Group: Financial and Insurance Services
Industry Class: Finance
Increasing delinquencies and lack of visiblility of daily risk profiles led this financial services organisation to seek an alternative to forecasting reserves.
Site Closure Financial Modelling
Industry Group: Manufacturing
Industry Class: Transport Equipment Manufacturing
A major manufacturer needed to forecast the impact of a site closure, requiring reworking of the planning system to allow the cost of project works and inventory as well as recognition of revenue to be brought forward.
SKU Level Planning
Industry Group: Manufacturing
Industry Class: Basic Chemical and Chemical Product Manufacturing
A major Pharmaceutical company needed to improve the usability of an existing planning solution for the product marketing team.
Streamlined Planning Process for Professional Services
Industry Group: Professional, Scientific and Technical Services
Industry Class: Legal and Accounting Services
A leading law firm overcame the challenges of managing the planning process on distributed spreadsheets and enabled a streamlined forecasting process across the firm.
Whitelabel Forecasting Model
Industry Group: Financial and Insurance Services
Industry Class: Finance
Leveraging existing applications to rapidly develop and deploy a new product model.
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Financial Governance and Planning