Customer Use Case
Over 60 ERP systems. One budget process.
A retail and restaurant group whose landscape had grown through acquisition into more than 60 distinct ERP systems, most of them on SAGE, with an Excel budget process that had four months to the next cycle.
- Headquartered
- Montreal, Canada
- Industry
- Retail and restaurant franchising
- Banners
- 90 +
- Platform
- PlaniFi on SAP Analytics Cloud
The problem
A landscape that grew faster than the process
Years of acquisitions left more than 60 distinct ERP systems, the majority on SAGE. The annual Excel budget process had become unmanageable and had to be fixed before the next cycle, which was four months away.
An S/4HANA rollout was already in the works, but would take years. So the planning platform had to stand on its own and transition to S/4HANA later as its main source.
What was built
PlaniFi EPM applications, standard process and local flexibility
- ConsolidationsGroup consolidations and financial reporting
- PlanningGroup and local planning on the PlaniFi EPM applications
- Integration60+ ERP sources mapped through a standardized chart of accounts
- WorkforcePlaniFi Workforce Planning across the group
Local planners work in their own chart of accounts, and advanced formulas consolidate the result onto the corporate structure. That is what made a single process possible across a landscape this fragmented.
In their own words
MTY on the build
Around 30 minutes, on implementing the PlaniFi EPM applications across a diverse organization.
Around 12 minutes, on why the PlaniFi Workforce Planning application earns its keep.
Customer Testimonials
Our team could not be more satisfied with your service...we look forward to working your team to deliver our next phase of BPC Mgmt reporting and all future phases of BPC.
Retail operations across 14 states, running integrated business, workforce and liquidity planning.
A solid understanding of our current state... Combined with an outstanding consulting firm [SimpleFi] was the secret to our success.
From Excel to SAP Analytics Cloud for monthly financial consolidations, reporting and data management.
[We are] way ahead of schedule on our budgeting process as compared to past years... the department is running smooth.
Over 60 distinct ERP systems brought into one consolidations and FP&A process after years of acquisitions.
Planning and coordination time down 25 to 35 percent, with production and financial planning in one repository.
[SimpleFi] delivered consolidations on time and under budget.
I am very pleased with how the project went overall … our first consolidation has gone very smoothly. SimpleFi's accounting background and expertise were the perfect fit to help us implement significant process improvements and we are already seeing benefits from the automation of intercompany elimination processes.
I am very pleased with the results of the SAP Analytics Cloud project. It's nice to be able to dynamically view real time key business transformation in an easy to read format. The consultants from SimpleFi did an outstanding job on this project. Thanks to all!
