There are many sophisticated tools and providers on the market. Yet Excel remains key to consolidation processes. However, this brings a lot of risks and difficulties...

1. Eliminating Excel from any Data Consolidation Process
(Example: Mergers)

2. Introduction: Merging two Running Organizations
Many Sophisticated Tools and Providers on the Market - yet Excel is Key to the Process?
Analyze current operations and structures
Break-down and mapping of organizational data (TOM)
e.g. Projects, Cost Centers, Resources, Assets, Services…
Planning
Harmonize and transfer data into target systems (e.g. PMO, SAP)
Continuously analyze current operations and progress
Executing
Ensure data has been matched correctly for ongoing operations
Validate targeted savings and achieved synergies
Validating

3. The Merger & Acquisition Cost-Saving-Challenge
Org A
Org B
Org AB
Failed
Savings
Common Outcome
Org A
Org B
Org AB
Savings
Typical Plan Failed Savings Analysis
?
Failed Savings must be Compensated by generic Cost Saving Programs
Departments Performing well on Cost Savings during Merger get “Punished”

4. Xeraphic addressing General Issues of Data Consolidation
Consolidate (Integrated – Big Data)
• Always Outdated: The moment data is moved to excel it becomes outdates
• High Effort / Costs: Every update needs to be rebuild in Excel due to changing foundation data
Visibility (Business - BI)
• Lack of Accountability: Managers get confused about commitments and changing goals
• Unreliable Data: Root-causes of errors is nearly impossible to find due to multiple manual involvement
• Wasted Time: All data manipulation and scenarios are being rebuild to gain an updated insight
Control (Planning – Apps & Workflows)
• Decision risk: Delays in answering ad-hoc questions and understanding scenarios
• Limited insight: Only allows for reactive measures with no ability for correction

5. Traditional Excel Approach during Mergers
Continuous Process during Merger that Starts from Scratch after Completion

6. Pull Live Data of Org A and Org B into Excel
The moment data is moved to excel it becomes outdates (always outdated)
Before
Live Data 3 Weeks
Gathering Processing Interpretation
1 Month
Org A - Data
Org B - Data
Org A - Data Org B - Data
Automated Data Gathering and Processing

7. Add Custom Attributes to create Common Format
Every update needs to be rebuild due to conflicting data models and changing foundation data (high effort)
Before
Project_ID
Sponsor_ID
…
BudgetOpex201
5
…
Org A - Data
Project_ID
Allocation_Group
…
PlannedCostJan2015
…
Org B - Data
Project_ID
Sponsor_ID
Allocation_Group
…
PlannedCostJan2015
BudgetOpex2015
…
Org AB - Data Re-enter custom attributes
after each update
Big Data
Project_ID
Sponsor_ID
…
BudgetOpex2015
…
Org A - Data
Project_ID
Allocation_Group
…
PlannedCostJan2015
…
Org B - Data
Multi-tenancy / -hierarchical, -organisational
Update and add new data on the fly
Contracts
Budgets
Resources
Assets
Any Data

8. Enter data only once
New Attributes to be filled manually by Managers
Managers get confused about commitments and changing goals (lack of accountability)
Before
0
20
40
60
80
100
Org AB
Data Jan
Org AB
Data Feb
Org AB
Data Mar
Org AB
Data Apr
Focus
Quality
Repetitive Validation of the same Data deludes Focus
2h/month x manager
Notifications
Update only new items

9. Consolidate enriched Sheets from Managers
Errors are hard to identify due to due to multiple manual process steps (unreliable data)
Before
Human Error
No History of
Adjustments
Error Prone Process with Sensitive Data
Cumbersome to find Root-Cause
Reliable and automated real-time consolidation
Full history of adjustments
Encrypted data on attribute level

10. Analyze, Manipulate and Report Data to Board
All data manipulation and scenarios are being rebuild to gain an updated insight (wasted time)
Before
Org
AB
4 Weeks
Identify assets and resources
Create and track scenarios with near real-time data
History lost e.g. Split Budgets

11. Strategic Adjustments
Before
Delays in answering ad-hoc questions and understanding scenarios (decision risk)
Planning & ExecutionData preparation
Track resource movement
Understand dependencies
Slice and dice data as required
Strategic Planning and Intervention

12. Data
always
outdated
Potential
root-cause
in x100 files
Deluded
memories
Multiple
sources for
errors
No track
record of
changes
Lack of
flexibility to
analyze
Validate TOM savings
Limited insight only allows for reactive measures with no ability for correction (limited insight)
Before
Failed savings analysis
Near real time tracking of plan versus actuals

13. 360 Degree Process Improvement
Consolidate
• Always Outdated
• High Effort / Costs
• Lack of Accountability
• Unreliable Data
• Wasted Time
Control
• Decision risk
• Limited insight
Before
Save money while getting better results faster - ensuring a smooth transition
Visibility
Consolidate
•Always updated (Faster)
•Automated processing (Cheaper)
Integrated
Business Logic
•Clear history tracking (Accurate)
•Consistent data (Reliable)
•Near real time insight (Quality)
Business
Workflow & Apps
•Existing Apps (Best Practice)
•Configure own App (Flexible)
•Deep insights (Transparent)
Planning

14. Accelerate the current Process
Load current files Manage Transformation
ImportData
Export Data in Desired StructureMap Data & Ensure Quality
Data load within Days – Go-Live in Weeks – Minimize Consultancy Need

15. Answer the „Easy“ Questions Quickly, Finally
Built by Experienced Business Leaders Next Generation Platform Technology Not Silo Focused
Full Customer Focus Flexible & Secure Delivery Model Low On-Boarding Risk

16. First Personal Meeting
Use Case Discussion
Product Introduction
Business Value Assessment
Budget Validation
Proof of Value
Adoption
Day 1 5
M
6M4
M
3M2M1M
FIND PERSONAL VALUE STEP BY STEP

17. Any Questions?
Ask me!
Call me: +48 604 694 159
Write me: Tim@Xeraphic.com