Expertise
Financial performance management assessment
An independent, structured review of your reporting, budgeting and forecasting processes to identify exactly where to act first.
Discuss your assessmentSituations we address
- Producing reports takes too long at each close.
- Excel files and repeated data entry are multiplying.
- Data is difficult to reconcile across ERP, accounting and reporting systems.
- Forecasts take too long to prepare and update.
- Teams spend more time producing figures than analysing them.
Our support
- Interviews with finance leadership, management accounting and IT teams.
- Review of schedules, files, data flows and existing tools.
- Analysis of pain points and their causes.
- Presentation and discussion of priorities.
Potential deliverables
- 01Assessment of practices and tools.
- 02Mapping of the main difficulties.
- 03Identification of priority improvements.
- 04A roadmap tailored to your organisation.
Expected benefits
- A shared understanding of difficulties, beyond individual perceptions.
- Evidence-based priorities separating quick wins from longer-term initiatives.
- A solid foundation for deciding whether to improve existing systems or launch an EPM project.
Scope, duration and terms are agreed with you after an initial discussion.
Let’s discuss your situation
An initial discussion to understand your context and see whether our approach meets your needs.