Making the consolidation process more reliable

Our customer launched a transformation project aimed at making its consolidation process more reliable and automated, in order to improve the traceability and quality of financial data. The main objective was to speed up the financial closing process by automating the creation of consolidation packages. To achieve this, two complementary tools were deployed: a Business Intelligence (BI) tool to build reports adapted to consolidation needs, and a Robot Process Automation (RPA) tool to automate the loading of these reports. The scope covered 100 legal entities and four reporting packs, with the aim of ensuring the consistency of changes made to reporting packages via the accounting ERP.

The approach was organized around the integrated management of the transformation project, including coordination on three key tools: SAP, SAP BI and SAP BFC. The role of the consultancy was to support the overall organization of the project, assist with the deployment of the tools, and act as technical prime contractor in conjunction with the IT Department. This involved in-depth analysis of business requirements, definition of automated processes, and management of the necessary IT transformations. In addition, the mission included the production of exhaustive documentation for the new process, as well as the transfer of knowledge to the operational and financial teams to ensure an efficient take-up.