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Transformation Case Studies

Global Chart of Accounts Assessment

Global Chart of Accounts Assessment

Global Chart of Accounts Assessment

  

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. 

Financial Reporting Strategy

Global Chart of Accounts Assessment

Global Chart of Accounts Assessment

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. 

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Financial Master Data Management

Global Chart of Accounts Assessment

Financial Master Data Management

  

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.  

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