First, it deals with defining the presentation and indicators for each reporting period (month, quarter, year). Then the reports are designed in the tool.
- We analyze the requested level: financial impact by entity, by country, which aggregates are meaningful...
- Based on the restitution reports, we define the level of detail necessary when it deals with collecting the accounts. Then we can design the reporting package in the tool.
- We prepare a user guide and organize training sessions for the subsidiaries to support their first reporting period.
- All the financial data are centralized and retrieved at different levels for reporting or consolidation needs.
Valérie managed the project from the start in collaboration with the Finance department, which was also busy with the day-to-day objectives.
She issued a user guide to help our subsidiaries to fill in the reporting packages accurately and she could bring her operational support during the first three months of practice with the new system. We could improve our reports, by implementing dynamic retrieve to Excel.
The customized support had made us perfectly efficient and autonomous in our reporting as well as designing additional reports.