Publishing

Implementation of Planning Analytics and Tableau Self-Service

Starting point

  • Manual planning in Excel using various data entry forms
  • Time-consuming plan consolidation
  • Manual delivery of planning data to the group
  • No cross-cutting plan vs. actual reporting
  • No overview of the subscription-based business model

Procedure

  • Iterative project approach
  • Workshops on business requirements with central controlling, finance, and business departments
  • Stakeholder management to establish consensus on the planning process
  • Definition of requirements for the target reporting, including self-service options

Features/Project outcome

  • Uniform data preparation and data processing processes via ETL
  • Integrated and web-based planning system based on Planning Analytics
  • Automated interface for data delivery to the group
  • Automated interface for planning data in the reporting system
  • Uniform subscription analyses and reports in Tableau
  • Flexible handling in self-service for stock and flow metrics

Customer benefits

  • Solid planning thanks to the integration of sub-plans
  • High participation rate and commitment of all stakeholders to the planning results
  • Independent creation of analyses on the business plan and business performance, both by central departments and business units
  • Confidence in handling data for the business departments
  • Extensive analysis capabilities for new business models through a unified data view
Sascha Mertens | Senior Manager / Authorised Officer
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