PowerBI is being used by Finance and Internal Audit at SNC-Lavalin to gain new insights from large datasets and identify anomalies. For Finance, PowerBI helped with processes like intercompany reconciliation and ICFR testing. Internal Audit used PowerBI to analyze time and labor data from multiple sources to identify potential issues like unacceptable overtime rates. PowerBI provided dashboards and visualizations that improved analysis for both departments.

1. ›PowerBI at SNC-Lavalin
›Finance & Internal Audit

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 ! 

7. Finance

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

16. PowerBI: Gantt Chart

17. PowerBI: Gantt Chart
Task Name
High Level Description
Category
Status
Initial Start Date
Duration
% Completion
Resources
Priority
Data required to produce Gantt Chart

18. PowerBI: Exploration
Forecasting with ARIMA
Quick insights

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

23. PowerBI Dashboards
23
›https://app.powerbi.com/favorites
PowerBI at SNC-Lavalin - Finance & Internal Audit

28. Internal Audit
Mandate Example:
Time and Labour

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 

40. Questions?
40