Optimization of the reporting process and implementation of a Power BI report
Background and objectives mission
Our customer's Executive Committee had a specific need: to monitor the Group's sales and margins at product and subsidiary level. This requirement reflected a desire to move towards modernized, more efficient financial management. Until now, subsidiaries had been isolated, with no common ERP, which made consolidation and analysis at group level complex. The main objective was therefore to harmonize data from the various entities to obtain a reliable consolidated view, favoring common and aligned financial governance. The mission also involved integrating subsidiary teams into this new dynamic, facilitating cooperation within a renewed Group framework.
approach adopted
The approach began with the implementation of a structured process for collecting data at product and subsidiary level, meeting the specific needs of COMEX, Finance and Supply Chain. A major effort to harmonize the product repository was carried out to create a common language (master data management) between central management and the subsidiaries. Next, an interactive Power BI report was designed and deployed, with a focus on ease of use and rich visualizations to make information accessible to decision-makers. Finally, user support was provided by means of targeted communications and training initiatives to ensure that the new tool was properly adopted.
Benefits obtained
- Set up automated, reliable reporting of financial and operational data at group level, reducing reporting times
- Better collaboration between head office and subsidiaries thanks to a common language and reference system
- Reduced time spent preparing reports, allowing greater focus on analyzing figures
- Training and communication to ensure optimal use of Power BI reports