KPI analysis and financial planning with SAC

KPI analysis and financial planning with SAC

Company Profile

The Need

The company needed to simplify the finance process characterized by a vicious circle. In fact, administrative users:

  • Researched information on SAP ECC and extracted accounting data
  • Processed the data on standalone spreadsheets to do financial planning
  • Uploaded the processed data and financial forecasts to ECC.

The Solution

We tailored a SAP Analytics Cloud solution which allows to:

  • Monitor economic and financial kpi in real time
  • Visualize by year the different versions of budget, planning and actual budgets
  • Modify financial/asset accounts within the Value Driver Tree Simulation and observe the possible impacts on the structure in the medium-long term
  • Simulate margins and profits within the Value Driver Tree
  • Access forecasting of economic projections with a maximum horizon of 5 years
  • Make changes to planning also on SAP ECC.

The Benefits

 

  • Reduced analysis time and increased timeliness in report submission/sharing
  • Increased efficiency in the financial planning process
  • More flexible financial planning to respond quickly and effectively to change
  • Increased awareness in decision making. 

Industry

Machinery & Components

Tech & Service

S/4 HANA, SAP Analytics Cloud, SAP HANA

Process

Controlling, Finance

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Dynamic customer segmentation

Analisi anagrafiche e segmentazione

Dynamic customer segmentation

Company profile

The Need

The company was facing some reporting matters:

  • Laborious search and query of customer information and product data
  • Time-consuming export of data out of the system and processing on stand-alone spreadsheets
  • Need to develop a dynamic customer segmentation and a more effective reporting system (four classes of customers: active, direct, indirect and interested
  • Desire to consolidate data from different systems (CRM and ERP) to make better use of business data.

The Solution

A solution has been implemented on SAP HANA and SAP Lumira that allows:

  • View customer master data by B2B/B2C channel and business type
  • Analyse the customer database according to customised criteria
  • Take advantage of Cluster Analysis to segment customer groups in an advanced way
  • Provide users with “Bookmarks” that allow them to save and resume analysis at a later date.

The Benefits

 

 
  • Simplified customer analysis
  • Improved knowledge of customer clusters
  • Better targeting of marketing and sales processes.

Industry

Manufacturing

Tech & Service

SAP HANA, SAP Lumira

Process

Marketing, Marketing Campaign, Sales

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Comply with the requirements of GDPR using SAP systems

Comply with the requirements of GDPR using SAP systems

Company Profile

The Need

The company  was facing some challenges related to the GDPR regulation: 
  • Customer data has to be deleted when a consumer requests it (Delete Customer Master Data);
  • Expired master data has to be anonymized and beforehand warnings must be displayed: master data cannot be used if consent has not been renewed;
  • More than 10 year expired sensitive data must be deleted massively (Mass deletion).

The Solution

We designed and introduced the following features within CRM Interaction Center (IC) :

  • The ‘Delete’ button that allows Customer Service to remove sensitive customer data from the master data. Before deleting the algorithm check for the existence of contact documents, orders and complaints that have not been closed in 10 years;
  • The “Anonymisation functionality” displays an error message for each expired master record to prompt renewal of customer consent;
  • The “Mass Deletion functionality” checks there are no open transactions in the last 10 years. The Deletion is then transferred to the ecommerce site and Business Intelligence system. The customer’s web account will no longer be usable.
  • Mandatory privacy management in the consumer data entry.

The Benefits

  • Compliance with GDPR, the legal framework that establishes guidelines for the collection and processing of personal information of individuals within the European Union (EU).
  • Process performance thanks to the use of SAP HANA that processes information, transferring the choices to all systems involved in the CRM, ECC, ecommerce perimeter …

Industry

Manufacturing

Tech & Service

CRM, SAP ECC, SAP HANA

Process

Marketing, Sales, Service

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