Customer Use Case
150 retail operations across 14 states, on one plan.
A $940 million multi-state operator runs management reporting, financial planning, SAP EPM workforce planning and liquidity planning on SAP Analytics Cloud, integrated with SAP S/4HANA.
- Headquartered
- Chicago, IL
- Industry
- Alternative medicine
- Employees
- 4,000
- Revenue
- $940 million (2023)
- Footprint
- 14 states
What was built
SAP EPM workforce planning, reporting and liquidity in one place
SAP EPM workforce planning sits next to the financial plan rather than in a separate system, which is what makes headcount and cost move together.
- ReportingManagement reporting and financial planning
- WorkforceWorkforce planning on top of SAP SuccessFactors
- LiquidityLiquidity planning
- IntegrationSAP S/4HANA integration
Workforce planning runs on top of SAP SuccessFactors, so the plan draws on the same workforce data the business already manages there. Management reporting and financial planning sit on the same platform, integrated with SAP S/4HANA.
Liquidity planning matters more than usual in this industry, where access to conventional banking is limited and cash timing drives what the business can actually do. Planning it alongside the operating plan rather than after it is the point.
Running 150 or more retail operations across 14 states means the plan has to hold at two levels at once. Each location behaves differently, and the group still needs one number it can act on. That is the job the platform does.
Cash flow and margin forecasting are planned next. See the other SAP EPM customers, or read more about HR planning and analytics.
The outcome
What comes next
Cash flow and margin forecasting are planned as the next additions to the same platform.
In their own words
Verano on the build
Recorded in 2024, on what SAP EPM workforce planning and the wider platform changed for the finance team.
Trouble with the player? Open the recording on YouTube.
Customer Testimonials
What stood out to us about SimpleFi was the continuity of the team. The people who learned our business and vision during the sales process were the same people we worked with through design, testing, and go-live.
Kathleen KingSVP Finance & CFO
S&C can now meet all legal entity and business unit consolidation and planning requirements.
Planning and coordination time down 25 to 35 percent, with production and financial planning in one repository.
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.
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!
Retail operations across 14 states, running integrated business, workforce and liquidity planning.
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.
Partnering with SimpleFi has been a success; thank you for making accounting magical again.
[SimpleFi] delivered consolidations on time and under budget.
