Removing Excel from Data Consolidation Processes (M&A example)

Eliminating Excel from any Data Consolidation Process(Example: Mergers)

Introduction: Merging two Running Organizations

Many Sophisticated Tools and Providers on the Market - yet Excel is Key to the Process?

Analyze current operations and structuresBreak-down and mapping of organizational data (TOM)e.g. Projects, Cost Centers, Resources, Assets, Services…

Planning

Harmonize and transfer data into target systems (e.g. PMO, SAP) Continuously analyze current operations and progress

Executing

Ensure data has been matched correctly for ongoing operationsValidate targeted savings and achieved synergies

Validating

The Merger & Acquisition Cost-Saving-Challenge

Org A

Org BOrg AB

Failed Savings

Common Outcome

Org A

Org BOrg AB

Savings

Typical Plan Failed Savings Analysis

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Failed Savings must be Compensated by generic Cost Saving ProgramsDepartments Performing well on Cost Savings during Merger get “Punished”

Xeraphic addressing General Issues of Data Consolidation

Consolidate (Integrated – Big Data)• Always Outdated: The moment data is moved to excel it becomes outdates • High Effort / Costs: Every update needs to be rebuild in Excel due to changing foundation data

Visibility (Business - BI)• Lack of Accountability: Managers get confused about commitments and changing goals• Unreliable Data: Root-causes of errors is nearly impossible to find due to multiple manual involvement• Wasted Time: All data manipulation and scenarios are being rebuild to gain an updated insight

Control (Planning – Apps & Workflows)• Decision risk: Delays in answering ad-hoc questions and understanding scenarios • Limited insight: Only allows for reactive measures with no ability for correction

Traditional Excel Approach during MergersContinuous Process during Merger that Starts from Scratch after Completion

Pull Live Data of Org A and Org B into ExcelThe moment data is moved to excel it becomes outdates (always outdated)

BeforeLive Data 3 Weeks

Gathering Processing Interpretation

1 Month

Org A - Data

Org B - Data

Org A - Data Org B - DataAutomated Data Gathering and Processing

Add Custom Attributes to create Common FormatEvery update needs to be rebuild due to conflicting data models and changing foundation data (high effort)

Before

Project_IDSponsor_ID…BudgetOpex2015…

Org A - Data

Project_IDAllocation_Group…PlannedCostJan2015…

Org B - Data

Project_IDSponsor_IDAllocation_Group…PlannedCostJan2015BudgetOpex2015…

Org AB - Data Re-enter custom attributes after each update

Big DataProject_IDSponsor_ID…BudgetOpex2015…

Org A - Data

Project_IDAllocation_Group…PlannedCostJan2015…

Org B - Data

Multi-tenancy / -hierarchical, -organisational

Update and add new data on the fly

ContractsBudgets

ResourcesAssets

Any Data

Enter data only once

New Attributes to be filled manually by Managers Managers get confused about commitments and changing goals (lack of accountability)

Before

Org AB Data Jan

Org AB Data Feb

Org AB Data Mar

Org AB Data Apr

020406080

100

FocusQuality

Repetitive Validation of the same Data deludes Focus

2h/month x manager

Notifications

Update only new items

Consolidate enriched Sheets from Managers Errors are hard to identify due to due to multiple manual process steps (unreliable data)

Before

Human ErrorNo History of Adjustments

Error Prone Process with Sensitive Data

Cumbersome to find Root-Cause

Reliable and automated real-time consolidation

Full history of adjustments

Encrypted data on attribute level

Analyze, Manipulate and Report Data to BoardAll data manipulation and scenarios are being rebuild to gain an updated insight (wasted time)

Before

Org AB

4 Weeks

Identify assets and resources

Create and track scenarios with near real-time data

History lost e.g. Split Budgets

Strategic Adjustments

Before

Delays in answering ad-hoc questions and understanding scenarios (decision risk)

Planning & ExecutionData preparation

Track resource movement

Understand dependencies

Slice and dice data as required

Strategic Planning and Intervention

Data always

outdated

Potential root-cause

in x100 files

Deluded memories

Multiple sources for

errors

No track record of changes

Lack of flexibility to analyze

Validate TOM savingsLimited insight only allows for reactive measures with no ability for correction (limited insight)

Before

Failed savings analysisNear real time tracking of plan versus actuals

360 Degree Process Improvement

Consolidate

• Always Outdated• High Effort / Costs

• Lack of Accountability• Unreliable Data• Wasted Time

Control

• Decision risk• Limited insight

Before

Save money while getting better results faster - ensuring a smooth transition

Visibility

Consolidate•Always updated (Faster)•Automated processing (Cheaper)

Integrated

Business Logic

•Clear history tracking (Accurate)•Consistent data (Reliable)•Near real time insight (Quality)

Business

Workflow & Apps

•Existing Apps (Best Practice)•Configure own App (Flexible)•Deep insights (Transparent)

Planning

Accelerate the current Process

Load current files Manage Transformation

Impo

rt D

ata

Export Data in Desired StructureMap Data & Ensure Quality

Data load within Days – Go-Live in Weeks – Minimize Consultancy Need

Answer the „Easy“ Questions Quickly, Finally

Built by Experienced Business Leaders Next Generation Platform Technology Not Silo Focused

Full Customer Focus Flexible & Secure Delivery Model Low On-Boarding Risk

First Personal MeetingUse Case Discussion

Product Introduction

Business Value Assessment

Budget Validation

Proof of Value

Adoption

Day 1 5M

6M4M

3M2M1M

FIND PERSONAL VALUE STEP BY STEP

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