Reporting & close
Month-end reporting 90% faster, with 120+ man-days back every year
An $800M manufacturer automated board, management and group reporting after every close.
About the client
- Industry
- Manufacturing
- Size
- $800M revenue
- Timeline
- [X weeks]
The challenge
After the books closed each month, senior finance staff pulled data from several systems, including non-finance sources. They formatted it, allocated costs, reconciled and checked it, then built separate board, management and group packs. It took more than 10 man-days of senior F&A time every month and left little room for review.
What it meant for the team
CFO
Board and group packs arrived late, with little time to review them before they went out.
Controller
Allocations, reconciliations and checks were manual and repeated every month.
FP&A
More than 10 senior man-days a month went into formatting instead of analysis.
How we delivered it
- Step 1[X weeks]
Advise and design
- Mapped the full post-close reporting process
- Designed every report format and mapped KPIs to a dashboard view
- Built checks and balances for accuracy at each stage
- Step 2[X weeks]
Build and automate
- Connected all sources into a cloud data pipeline and warehouse
- Deployed Datachamps automation code for each monthly process
- Set up collaborative reporting with questions, responses and commentary
- Step 3[X weeks]
Launch and embed
- [Add go-live, training and adoption details]
Total timeline: [X weeks]
Solution stack
Advisory services
- Process mapping
- Report format design
- KPI mapping
- Controls design
Data sources
- ERP and GL
- Non-finance data
Storage and transformation
- Cloud data pipeline
- Data warehouse
Logic and workflow
- Datachamps automation code
- Allocations and reconciliations
Insights delivery
- Dashboards
- Board and group packs
- Q&A commentary
Impact
90%
lower reporting turnaround
120+
man-days saved every year
80%+
of team time now on analysis and review
Outcomes
- Every data transformation step is visible, from source to report
- The warehouse now also serves sales and marketing
- Senior F&A time redirected to analysis, review and control
