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›PowerBI at SNC-Lavalin
›Finance & Internal Audit
Agenda
PowerBI at SNC-Lavalin - Finance & Internal Audit 2
Introduction
Finance Department
› How using PowerBI helped management discover new insights on various Finance
processes such as Intercompany, Major Projects or project follow-up.
›ICFR (52-109): Internal Control over Financial Reporting
› How using PowerBI helped management discover new insights from internal control
testing results across the company.
›Internal Audit Mandate Example: Time and Labour
› How using PowerBI helped the internal audit team in the analysis of big datasets in order
to find potential anomalies.
Introduction
3
›Michel Ouellette – Finance
› Finance SNC-LAVALIN – 5 years
› Great interest in BI, Process Automation, Transformation and Operational Excellence
›Gabriel Lainesse – Internal Audit
› CPA
› Internal Auditor at SNC-Lavalin
› Part-time student of the M.Sc. Gestion – Intelligence d’Affaires at HEC Montréal
› Proven experience in helping SME and small teams take advantage or their tools and
data.
PowerBI at SNC-Lavalin - Finance & Internal Audit
Health & Safety Moment
4PowerBI at SNC-Lavalin - Finance & Internal Audit
› Increased numbers of bicycles
› Motorcycles awareness
A world leader
Founded in 1911, SNC-Lavalin is one of the leading engineering and construction
groups in the world and a major player in the ownership of infrastructure. From
offices in over 50 countries, SNC-Lavalin's employees are proud to build what
matters. Our teams provide EPC and EPCM services to clients in a variety of industry
sectors, including oil and gas, mining and metallurgy, infrastructure and power.
SNC-Lavalin can also combine these services with its financing and operations
and maintenance capabilities to provide complete end-to-end project solutions.
Video
6PowerBI at SNC-Lavalin - Finance & Internal Audit
https://www.youtube.com/watch?v=9aswEsojo1A
Objectives
> Share best practices
> Network with peers
> Receive constructive feedback ! 
Finance
How did we learn about PowerBI ?
8PowerBI at SNC-Lavalin - Finance & Internal Audit
> Salon BI
> Datavore
> Gartner Charts
SNC-Lavalin – Actual Context
o Multiple systems
o Multiple processes
o Heavy ecosystem
o Interesting Governance
..
Complex environment for Analytics
Where to start
PowerBI at SNC-Lavalin - Internal Audit 10
›> Setting objectives & understanding current problematics
›> What to measure ? (risks, impacts, average days, margins)
›> Establishing securities & ownership (governance)
›> Setting procedures & processes
›> Pilot – Feedback
›> Go Live
Intercompany Confirmation
PowerBI at SNC-Lavalin - Internal Audit 11
Intercompany Confirmation
> Improved cycle time
> Less user frustration
> Better engagement of our Finance community
PowerBI Tips: Json & Gateway
PowerBI at SNC-Lavalin - Internal Audit 13
JSON
PowerBI: Interesting new features
https://docs.microsoft.com/en-us/power-bi/service-real-time-streaming
PowerBI at SNC-Lavalin - Internal Audit 15
PowerBI: Major Projects: Accounting Positions
PowerBI: Gantt Chart
PowerBI: Gantt Chart
Task Name
High Level Description
Category
Status
Initial Start Date
Duration
% Completion
Resources
Priority
Data required to produce Gantt Chart
PowerBI: Exploration
Forecasting with ARIMA
Quick insights
ICFR (52-109):
Internal Controls over
Financial Reporting
ICFR - Background
20
› Canada’s version of the Sarbanes-Oxley Act.
› SNC-Lavalin is a Canadian public company and must comply with the rules of the OSC.
› Rule 52-109: CFO must certify that internal controls were put in place to provide
assurance regarding financial reporting.
› Internal audit has been tasked with auditing the company’s ICFR.
› Controls tested fall under many processes, such as: Payables, Receivables, Assets,
Revenue Recognition, etc.
› Around 20 projects in various countries.
› Interim (from July to October) and Roll-forward (November and December).
PowerBI at SNC-Lavalin - Finance & Internal Audit
Testing Results
21
›Interim:
›No Deficiency
›Deficiency
›Control not Applicable
›Roll-forward:
›No Deficiency
›Deficiency
›Control not Applicable
PowerBI at SNC-Lavalin - Finance & Internal Audit
Previous Dashboard
22PowerBI at SNC-Lavalin - Finance & Internal Audit
PowerBI Dashboards
23
›https://app.powerbi.com/favorites
PowerBI at SNC-Lavalin - Finance & Internal Audit
Internal Audit
Mandate Example:
Time and Labour
Context
29
›Internal Audit Mandates
› Risk-based approach
› Yearly audit plan, covering risk-areas by process and project
›Time and Labour audit
› Construction work requires a lot of employees
› Timekeeping and payroll are critical processes
› Audit of remote areas can be difficult
PowerBI at SNC-Lavalin - Finance & Internal Audit
Reconciliation of multiple data sources
30PowerBI at SNC-Lavalin - Finance & Internal Audit
Reconciliation of multiple data sources
31PowerBI at SNC-Lavalin - Finance & Internal Audit
Reconciliation of multiple data sources
32PowerBI at SNC-Lavalin - Finance & Internal Audit
Reconciliation of multiple data sources
33PowerBI at SNC-Lavalin - Finance & Internal Audit
Overtime/Standard Time Ratio by Source
34PowerBI at SNC-Lavalin - Finance & Internal Audit
Regular Time / Overtime by Employee
35PowerBI at SNC-Lavalin - Finance & Internal Audit
Acceptable Overtime
36PowerBI at SNC-Lavalin - Finance & Internal Audit
Acceptable Overtime – via Dynamic Parameter
37PowerBI at SNC-Lavalin - Finance & Internal Audit
Acceptable Overtime – via Dynamic Parameter
38PowerBI at SNC-Lavalin - Finance & Internal Audit
PowerBI: to consider
PowerBI at SNC-Lavalin - Internal Audit 39
> Built for agility, frequent updates
> PowerPoint & PDF Extracts (complementary fees)
> Clean your data (performance) | carefully test prior to committing
> Governance
> Your success 
Questions?
40

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Michel Ouellette + Gabriel Lainesse: Process Automation & Data Analytics at SNC-Lavalin

  • 2. Agenda PowerBI at SNC-Lavalin - Finance & Internal Audit 2 Introduction Finance Department › How using PowerBI helped management discover new insights on various Finance processes such as Intercompany, Major Projects or project follow-up. ›ICFR (52-109): Internal Control over Financial Reporting › How using PowerBI helped management discover new insights from internal control testing results across the company. ›Internal Audit Mandate Example: Time and Labour › How using PowerBI helped the internal audit team in the analysis of big datasets in order to find potential anomalies.
  • 3. Introduction 3 ›Michel Ouellette – Finance › Finance SNC-LAVALIN – 5 years › Great interest in BI, Process Automation, Transformation and Operational Excellence ›Gabriel Lainesse – Internal Audit › CPA › Internal Auditor at SNC-Lavalin › Part-time student of the M.Sc. Gestion – Intelligence d’Affaires at HEC Montréal › Proven experience in helping SME and small teams take advantage or their tools and data. PowerBI at SNC-Lavalin - Finance & Internal Audit
  • 4. Health & Safety Moment 4PowerBI at SNC-Lavalin - Finance & Internal Audit › Increased numbers of bicycles › Motorcycles awareness
  • 5. A world leader Founded in 1911, SNC-Lavalin is one of the leading engineering and construction groups in the world and a major player in the ownership of infrastructure. From offices in over 50 countries, SNC-Lavalin's employees are proud to build what matters. Our teams provide EPC and EPCM services to clients in a variety of industry sectors, including oil and gas, mining and metallurgy, infrastructure and power. SNC-Lavalin can also combine these services with its financing and operations and maintenance capabilities to provide complete end-to-end project solutions.
  • 6. Video 6PowerBI at SNC-Lavalin - Finance & Internal Audit https://www.youtube.com/watch?v=9aswEsojo1A Objectives > Share best practices > Network with peers > Receive constructive feedback ! 
  • 8. How did we learn about PowerBI ? 8PowerBI at SNC-Lavalin - Finance & Internal Audit > Salon BI > Datavore > Gartner Charts
  • 9. SNC-Lavalin – Actual Context o Multiple systems o Multiple processes o Heavy ecosystem o Interesting Governance .. Complex environment for Analytics
  • 10. Where to start PowerBI at SNC-Lavalin - Internal Audit 10 ›> Setting objectives & understanding current problematics ›> What to measure ? (risks, impacts, average days, margins) ›> Establishing securities & ownership (governance) ›> Setting procedures & processes ›> Pilot – Feedback ›> Go Live
  • 11. Intercompany Confirmation PowerBI at SNC-Lavalin - Internal Audit 11
  • 12. Intercompany Confirmation > Improved cycle time > Less user frustration > Better engagement of our Finance community
  • 13. PowerBI Tips: Json & Gateway PowerBI at SNC-Lavalin - Internal Audit 13 JSON
  • 14. PowerBI: Interesting new features https://docs.microsoft.com/en-us/power-bi/service-real-time-streaming
  • 15. PowerBI at SNC-Lavalin - Internal Audit 15 PowerBI: Major Projects: Accounting Positions
  • 17. PowerBI: Gantt Chart Task Name High Level Description Category Status Initial Start Date Duration % Completion Resources Priority Data required to produce Gantt Chart
  • 19. ICFR (52-109): Internal Controls over Financial Reporting
  • 20. ICFR - Background 20 › Canada’s version of the Sarbanes-Oxley Act. › SNC-Lavalin is a Canadian public company and must comply with the rules of the OSC. › Rule 52-109: CFO must certify that internal controls were put in place to provide assurance regarding financial reporting. › Internal audit has been tasked with auditing the company’s ICFR. › Controls tested fall under many processes, such as: Payables, Receivables, Assets, Revenue Recognition, etc. › Around 20 projects in various countries. › Interim (from July to October) and Roll-forward (November and December). PowerBI at SNC-Lavalin - Finance & Internal Audit
  • 21. Testing Results 21 ›Interim: ›No Deficiency ›Deficiency ›Control not Applicable ›Roll-forward: ›No Deficiency ›Deficiency ›Control not Applicable PowerBI at SNC-Lavalin - Finance & Internal Audit
  • 22. Previous Dashboard 22PowerBI at SNC-Lavalin - Finance & Internal Audit
  • 24.
  • 25.
  • 26.
  • 27.
  • 29. Context 29 ›Internal Audit Mandates › Risk-based approach › Yearly audit plan, covering risk-areas by process and project ›Time and Labour audit › Construction work requires a lot of employees › Timekeeping and payroll are critical processes › Audit of remote areas can be difficult PowerBI at SNC-Lavalin - Finance & Internal Audit
  • 30. Reconciliation of multiple data sources 30PowerBI at SNC-Lavalin - Finance & Internal Audit
  • 31. Reconciliation of multiple data sources 31PowerBI at SNC-Lavalin - Finance & Internal Audit
  • 32. Reconciliation of multiple data sources 32PowerBI at SNC-Lavalin - Finance & Internal Audit
  • 33. Reconciliation of multiple data sources 33PowerBI at SNC-Lavalin - Finance & Internal Audit
  • 34. Overtime/Standard Time Ratio by Source 34PowerBI at SNC-Lavalin - Finance & Internal Audit
  • 35. Regular Time / Overtime by Employee 35PowerBI at SNC-Lavalin - Finance & Internal Audit
  • 36. Acceptable Overtime 36PowerBI at SNC-Lavalin - Finance & Internal Audit
  • 37. Acceptable Overtime – via Dynamic Parameter 37PowerBI at SNC-Lavalin - Finance & Internal Audit
  • 38. Acceptable Overtime – via Dynamic Parameter 38PowerBI at SNC-Lavalin - Finance & Internal Audit
  • 39. PowerBI: to consider PowerBI at SNC-Lavalin - Internal Audit 39 > Built for agility, frequent updates > PowerPoint & PDF Extracts (complementary fees) > Clean your data (performance) | carefully test prior to committing > Governance > Your success 

Editor's Notes

  1. Canada’s version of the Sarbanes-Oxley Act. In summary: SNC-Lavalin is a Canadian public company and must comply with the rules of the Ontario Securities Commission. Rule 52-109 requires, among other things, that the CFO certifies that internal controls were put in place «to provide assurance regarding the reliability of financial reporting and the preparation of financial statements [...] in accordance with [IFRS].» Internal audit has been tasked with auditing the company’s ICFR. Controls tested fall under many processes, such as: HR, Payables, Receivables, Assets, Revenue Recognition, etc. Internal audit tests around 20 different projects in different countries around the globe. Each project is tested at interim (from July to October) and at roll-forward (November and December).
  2. Interested in the relationship between interim results and roll-forward results. How to measure progress and areas where deficiencies stay? How to measure which projects are less controlled than others? How to measure which controls are less successfully performed than others?
  3. Risk based Internal Audit (RBIA) is an internal methodology which is primarily focused on the inherent risk involved in the activities or system and provide assurance that risk is being managed by the management within the defined risk appetite level. Construction work requires a lot of employees Timekeeping and payroll are critical processes Audit of remote areas can be difficult (unreliable communications, systems, far from HQ (requires good governance structure to establish standard processes).
  4. Objective: assess how many hours are considered “Acceptable Overtime” based on a dynamic threshold. File: Time and Labour - Example of Dynamic Parameter.pbix