Optimization of financial reporting using Power BI for a company specializing in customer relationship management solutions.

Overhaul and centralization of financial reporting within the company.

The implementation of a new ERP within the company highlighted the need to rethink financial reporting to align it with a target management model. A specialist consultancy was appointed to steer this transformation, guaranteeing simplified, centralized and reliable access to strategic financial data. Thanks to a proven methodology and effective coordination between the various players involved in the project, we were able to overcome the organizational and technical challenges to deliver a robust, high-performance solution.

PALMER’s added value

In-depth expertise in project management and financial reporting.

Methodical approach based on best market practices.

Efficient coordination in a complex, agile environment.

A global, results-oriented vision to ensure the quality of deliverables.

Dedicated team of specialized consultants.

The keys to success

Rigorous project management ensuring strict adherence to deadlines.

Facilitation of needs assessment workshops to gain a detailed understanding of business expectations.

Centralized interface between ERP integrator, customer and Power BI developer.

Supervision of development and validation of deliverables according to functional and technical requirements.

Ongoing communication for better stakeholder synchronization.

Course of the mission

Framing and steering: setting up a clear action plan to structure the project.

Collection of business needs: identification of critical financial indicators.

Development and integration: creation of reports on Power BI in line with ERP.

Testing and validation: checking data reliability and relevance.

Deployment and monitoring: user training and ongoing adjustments to optimize performance.

Challenges encountered

Complex ERP configuration.

Choice of a Power BI developer separate from the ERP integrator.

Lack of documentation due to the company’s youth.

Fluid communication between all stakeholders.

A concrete, measurable impact

Improved reliability and quality of financial data.

Simplified, centralized access to reports.

Significant time savings for business teams and senior management.

Optimized decision-making thanks to improved data visibility.

Meet deadlines and deliver high-performance reports tailored to your needs.