Executive/ Management Reporting – Providing Insights that Matter



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Issue

The client was looking for a solution to automate monthly financial reporting process to save manpower and time spent on reporting. In addition, the client also wanted summarized dashboards for the Executive level/ board members to have them focus on insights that matter to the business

Our Approach
  • Extracted finance data from different tools and created a Data Mart
  • Processed data in the staging layer to create a format which reduced manual effort and time spent to standardize the data
  • Connected the data in the staging layer to Tableau to create intuitive graphs, views and KPIs such as Net sales, Gross sales, Fixed overheads, Working Capital
Impact
  • Reduced financial close/ reporting cycle time from 7 days to a day
  • Provided dashboards with the ability to drilldown or perform historical analysis on the key metrics across businesses/ regions
  • Provideda holistic picture to the management on their financial KPIs across years/ quarters/ months