Integrated Financial Planning - xP&A

“Thanks to the integrated way of working, we collect the data once, calculations are passed on in the workflow to the project management, all reports are generated automatically and transfers no longer require manual intervention. The processes are easier, the quality has increased significantly, and the employees focus on the essential, result-producing work. In the period of one year, we see a saving of time of at least 2,5 FTE across the entire company. With the dedication from both sides, the List controlling team and the smartPM.solutions consulting team the xP&A implementation worked very well.”

“As a company with more than 7.500 employees, selling into 125 countries, we were looking for a highly flexible CPM system and an implementation partner who truly understands our business. We started with the project, as smartPM.solutions’ Consultants were still working for prevero and we were highly satisfied with every aspect of the collaboration. Now we are happy to have both perfect support from the software vendor as well as from smartPM.solutions. Their Consultants know Unit4 prevero inside out, walk their talk and take the ‘extra-mile’. We are happy to leverage their know how as ‘sparring partners’ for all strategic and hands-on questions related to Budgeting, Forecasting and Reporting.”

"At myAbility, we quickly needed a flexible planning system that was easy to use and modularly expandable. With smartPM.solutions we have found the right implementation partner and with JEDOX the right technology for our personnel planning as well as integrated financial planning."

"As an international bank with more than 3.000 employees in seven countries, our requirements towards a CPM tool are extreme: we want to report, consolidate, forecast, analyse and simulate across several countries, reporting standards, languages and currencies using one technology. So we looked for one tool to cover these requirements and answer my ad-hoc questions in a user-friendly, flexible and fast way. smartPM.solutions’ team implemented Unit4 prevero CPM software in a very agile, effective and efficient way. Today we use the software as intended and benefit in more ways from the solution than I expected: smartPM.solutions’ team turned out to be the perfect partner for us – and the solution is a landmark in a Finance Transformation.“

“At Hillebrand we needed to adopt our Unit4 Prevero based CPM system quickly because we wanted to include in our reporting and forecasting system the COVID-19 impact estimates. That’s why we reached out to smartPM.solutions on Thursday. Their consultants started working on the requirements, and our system was up and running with the specified enhancements (we call it ‘COVID-19 impact overview’) in our productive environment next day afternoon. This is what I call agile and helpful.”

“The main benefit is that now everything is in one system. Both the key figures and the corporate planning derived strategy goals, etc. You can get target-actual comparisons within the same system. The transfer from one system to another is no longer necessary. You no longer use a wide variety of systems for planning, key figure analysis, etc. I would recommend having a look at Unit4 Prevero and request them to work with smartPM.solutions. Because we really felt being in good hands there and we are still convinced that the experts sitting there really helped us.”

"We have been successfully working with smartpm.solutions’ Professional Services team for several years, with exceptional results regarding time to completion, agility and business results. As a Professional Services driven company, we use our Performance Management Solution for Budgeting, Reporting, What If Analysis and decision support – it helped us speed up our processes significantly and build a better foundation for our decisions. Even though my time available for the system is scarce because of my role as Group CFO, I personally create new content and administrate the system, since it is easy to use and we benefit from quick results."

"The high flexibility of the software and its intuitive handling convinced all along the line. Data reliability and consistency, and thus the foundation for proper business processes give us an enormous trust for fast and consistent decision making in several planning scenarios. Overall, we profit from completely new insights in our data, explaining better than ever our business units’ status as well as their respective development ... This cannot be compared to the extremely transparent procedures in future. Particularly the high expert-skill level of the whole smartPM.solutions Team, the permanent availability of the employees and last but not least their grounded economic know-how, which was not only very helpful defining the planning processes, convinced us."

“We demand a lot from a CPM tool: it needs to allow for mid- and long-term bottom line simulation, including financial derivates impact analysis. We expect the system to connect data and experts from several departments and take our existing, spreadsheet based approach to the next level: this is what we call true integrated business planning. smartPM.solutions’ Professional Services team has built a fully functional prototype with our data in no time, including balance sheets for several periods. Because of their obvious expert know how in connected planning and Unit4 Prevero it was an easy decision for us. We expect to be able to work with the system in a few weeks.”

“As part of the consolidation of the DEW21 subgroup with the UNIT4 FP&A software, the consultants from smartPM.solutions provided us with comprehensive support. Any questions, suggestions and system-related problems were processed promptly and implemented competently and purposefully. This enabled us, in particular, to significantly accelerate the process of intercompany reconciliation while maintaining consistently high data quality. Due to this data quality, the final consolidation of the DEW21 subgroup could be carried out without any problems.”

“Our Goal: We didn’t want to rely on spreadsheets anymore and needed to stop inefficient processes. We strived for a single, reliable data set – our ‘Single Point of Truth’. Now that we work with Unit4 Prevero technology, x-checking endless numbers of spreadsheets belongs to the past. The time we won throughout our project with smartPMs.solutions we use for high-value tasks like ad-hoc analysis and improved decision support. Since our project with smartPM.solutions we save 50-60% on planning time.”

“We were looking for a flexible reporting and planning solution to cover our requirements in S&OP, Project / Client Performance Management and Integrated Financial Planning. What we gained was a very open and configurable CPM platform (Unit4 FP&A) which was set up using expert implementation support from smartPM.solutions. They understood our business cases quickly and managed to help us obtain real value from the solution straight away.”

“The improvements after our project with smartPM.solutions are that the numbers are much more reliable, we are faster, and we have more time to deal with the results. For me personally working with the new planning software is a lot of fun. I have learned that the system is very flexible and that you can start ad-hoc analyses or link numbers at a speed that is not possible in any other planning system. You can click on a number in the report and then a completely different diagram is shown. That’s impressive.”

"We had to build our monthly sales reports with Excel in the past – this was error-prone, slow and painful. Now we automatically connect our Unit4 Prevero based reporting system to our source systems like SAP and Soptim. Thus we can analyze and report data ad-hoc or in a pre-defined, standardized way, addressing the needs of all stakeholders individually. It was a good decision to work with smartPM.solutions: they know the CPM software inside out, easily connect source systems and manage the project in a straight-forward way.”