Transformation Case Studies

Client Vision: Global pharmacy chain looking to standardize their global chart of accounts across multiple business units for future SAP S/4 implementations and upgrades. 

Approach:  

• · Review multiple charts of accounts and define a standard set of general ledger accounts representing the global perspective.  
• · Utilize the new SAP S/4 Universal Journal functionality for additional reporting dimensions. 
• · Establish guiding principles for each section of the COA. 

Benefits:  The global COA aligned accounting practices across divisions and reduced the manual effort to prepare the annual financial statements. 

Client Vision: A professional services firm wanted to define an executive reporting strategy showing the health of the business. 

Approach:

• · Analyze current report usage and targeted audience 
• · Establish persona-based organizational questions 
• · Collaborate with in-house developers and UX team to implement reporting dashboards using the agile methodology 
• · Developed a centralized dashboard showing revenue cliffs by market and/or office 

 
Benefit: The executive dashboard aligned leaders on the health of the business and provided insights into future revenue peaks and valleys. 

Client Vision: A private label food processing company needed help defining their finance master data strategy and governance as part of an ERP implementation. 

Approach: 

• · Define a centralized master data strategy for their finance objects 
• · Identify and categorize finance objects in legacy environments 
• · Migrate finance master data to the new SAP Central Finance environment 

Benefit: The master data strategy established a centralized, standardized data repository leading to improved efficiency and reliable data.