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Solutions for Business Planning, Studies & Corporate Finance

ICAP Consultants projects related to Business Planning, Studies & Corporate Finance

 

 

 

 

 

Business Intelligence & Budgeting and Forecasting Implementation for a leader of pharmaceutical industry in Greece

Firm’s previously manually reporting has transitioned to a fully automated process using scheduled reports that are emailed daily to the business users. Relevant Briefing Books are created, published and distributed to all Business Users on a daily basis. Each professional is aware of his current state versus what was planned at the beginning of the year. 

In order for such reports to be created, the whole Planning & Budgeting process is modeled and automated with the help of global market leading tools. Users take advantage of the relevant graphical interface and can easily allocate actual and budget data even on a SKU level. The budgeting process incorporates data from several back end systems since apart from Greece, foreign countries are also monitored. Except from the back end systems, the proposed tools are fed with data that come from several proprietary applications such as CRM systems (for monitoring Key Account Managers performance) and a Customer Database with which the firm monitors its retailer’s performance.

All data input and traffic is automated and stored in a relevant Data Warehouse. This data is then combined with Actual data fed from firm’s back end system so as for the integrated data cubes to be created. This process takes place on a daily basis, ending to the creation of the relevant briefing books. Additionally, the cubes are available to the users for conducting their own analyses and reports.

With the use of the proposed tools, the pharmaceutical firm has managed to better understand its relationship with both their partners and employees and work in a transparent way regarding their commercial policy. With the combination of several commercial data from sparse data sources, the firm, now, can easily allocate bonuses, on & off invoice discounts and thus work in a more efficient way.

 

Budgeting Planning & Forecasting for an international leader in Beverages

The solution supports the firm’s needs of budgeting data collection from business users (sales, marketing and finance department) and its consolidation for the creation of the necessary financial statements and reports.  This is achieved through well designed data entry forms accessed by granted users.  The development of the necessary approval mechanisms and workflows resulted in the automation of the processes and in the minimization of the planning cycle. Furthermore, a variety of reports were developed in order for the Business users to be able to analyze the corporate data.

Furthermore, the created application was integrated with firm’s source systems in order for actual data to be available to the users who can:

  • compare scenarios,
  • anticipate potential threats and opportunities,
  • plan more efficiently,
  • budget and forecast resources,
  • balance risks against expected returns and
  • work to meet regulatory requirements

 

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About us

ICAP Group – with 1.300 employees – is the largest Business Information and Management Consulting Group in Greece, with a strong presence in Southeastern Europe.

At ICAP Consultants, our vision is to become the recognized regional leader in Business Consulting enabled by Technology and Business Analytics. Our strategy relies on uniquely combining a superior industry-focused business consultative approach, consumer & business data, analytics and data integration technology solutions. Our unique and innovative solutions differentiate our customers and provide them a competitive advantage.

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