FP&A for FMCG company
Optimization of financial and operational processes: how to automate the budgeting process and increase the efficiency of data analysis using models on the Alplanir platform
Demonstrate the functional advantages of the platforms on the example of the Financial Planning and Analysis budget model for a group of companies in the FMCG sector. Automating processes in Optimacros for financial planning and data analysis allows to
Project objective:
Building a budgeting process and controlling performance indicators
Tasks:
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Signature 1 diagrams: time for preparation of budgets was reduced
Effect of model implementation:
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Connection to specialized software products using a ready-made library of integration scripts
Functionality and features:
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Planning and tracking of budget process steps, including the use of Application manager GUI to build approval processes
Flexible role model, multi-user mode and limitation of user rights depending on the role or access conditions
Export of reports to MS Excel, MS Power Point, PDF-file, as well as sending automatic notifications from the system to E-mail by condition
Adjustments to cost items taking into account the budget rule and over-budgeting
Budget consolidation with CSO elimination and end-to-end costing
Analytics by budget scenarios and versions, factor and ABC-XYZ analysis by revenue
Planning accuracy increased by 2 times
Diagram caption 2: reduced time for reporting preparation
Diagram caption 3: reduced number of errors in data preparation
