MS PowerBI continues to rock the BI & analytics market!

In 2024 it is time to supercharge your apps with Planning!

We collaborate with Finance and Business functions to enhance Power BI models in areas such as P&L, Sales, Opex, Procurement, Supplier Intelligence, and Value Creation / R&D Efficiency.

Projects in the CFO domain, particularly in data and analytics, can range from small to large in scope. In 2024, you have the significant opportunity to enhance your Power BI models by incorporating business planning, rolling forecasts, advanced reporting structures, and streamlined master data management. With Microsoft's Copilot—'Your Everyday AI Companion'—now available, we anticipate a trickle-down effect to Power BI throughout 2024.

Transforming Planning, Procurement, and Allocation with Power BI

P&L and Sales Planning

Challenge

  • Legacy planning systems are outdated and misaligned with business needs.

  • Tools are overly complex and not suited for effective use.

  • Offline Excel and email processes are relied upon to enhance corporate systems and manage Business Unit adjustments.

Procurement

Challenge

  • Enhance Power BI models with robust commercial planning functionality.

  • Minimize or eliminate offline Excel and email workflows.

  • Free up transactional time, enabling teams to focus on strategic decision-making as Finance Business Partners.

Goal

  • Upgrade Power BI models to include planning, strategic targets, and master data management.

  • Integrate sustainability factors, such as Corporate Carbon Footprint, Spend Tower analysis, and supplier performance dashboards.

  • Introduce Self-Assessment Questionnaire (SAQ 5.0) metrics to address human rights and working conditions.

  • Current Power BI models lack plan data and next-year targets.

  • No integration of ESG metrics or supplier intelligence KPIs.

  • Reports fail to address critical questions from upper management, resulting in credibility loss.

Allocation

  • Deploy Power BI as a planning and allocation engine to automate feeding Brand P&Ls.

  • Eliminate inefficient email and Excel workflows with responsive, efficient applications.

  • Enable instant reallocation processing and facilitate effective resource allocation discussions with BU and R&D Heads.

  • Commercial and R&D FTE allocations to Brands for actuals and plans are complex and tedious.

  • Manual email and Excel workflows lead to heavy workloads, long lead times, and slow processes.

  • Limited traceability and reliability hinder effective decision-making on brand allocations.

Goal

Challenge

Goal

We are excited to connect with you and offer our expertise in CFO services and MS Power BI solutions.

Take action now and feel free to reach out at any time!