Implementation of a Reporting tool
- Practice
- Team
1 financial reporting expert ; 1 solution expert
- Technical environment
CHALLENGES
The client’s consolidation tool did not offer sufficient reporting capabilities, and the client needed an out-of-the-box reporting tool, to present their financial statement to non-financial executives
SOLUTION
The client hired Solution BI to create a new forecast reporting process, as well as create BI reporting based on consolidated data coming out of the consolidation tool.
The consultant mostly intervened on the functional side of the project.
The consultant mostly intervened on the functional side of the project.
BENEFITS
- Created specific accounts in the consolidation
- Created the custom data collection
- Automated the calculation of closing amounts on accounts as the cash flow accounts
- Built a set of consolidation rules
- Implemented a tool for allowing data entry
- Provided functional expertise for BI
