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Digital Transformation for Planning and Analysis

Every organization plans.

Planning is fundamental to measuring and monitoring performance, and for making informed decisions to drive future success.

Today, businesses need to plan with agility, accuracy, transparency and collaboration.

There are a growing number of technology companies that offer planning software platforms, especially designed to transcend the crippling limitations of spreadsheets, and enable you to harness the true power of your data using artificial intelligence (AI). Investing in a planning software platform is an important first step, but it is not enough to ensure success. To realize the full benefit, the platform must be incorporated into a Digital Transformation program that takes your organizational structure, capabilities, and business processes into account. Read this blog post to find out more!

Regardless of where you are in your journey, QueBIT can help you get where you need to go.

QueBIT’s experts – who have expertise in finance, operations, management consulting, data science+engineering and development – work together as a team focused on a single goal: helping organizations make better decisions faster.

Digital Transformation for Cross-Functional Planning and Analysis (xP&A)

QueBIT has developed a 5-step outcome-focused methodology that takes a practical, incremental and collaborative approach to delivering customer success in their Digital Transformation for xP&A journey. Our methodology takes best practices we have learned from many implementations completed since 2001, to reliably deliver maximum business value in the shortest possible time. The secret? Understanding that people, and the business processes they support, also need to be primed for change when a new technology is introduced.

Step 1 : Assess
Evaluate current planning, reporting and analysis processes:

Understand pain points, such as:

  • Excessive time spent on data collection and consolidation
  • Concerns about data and formula accuracy
  • Poor visibility and control of processes
  • Inability to easily explore and compare different scenarios
  • Limited time for analysis and strategy
  • Late availability of information hampers business agility

Explore opportunities, such as:

  • Automation of data acquisition, manipulation and governance
  • Centralized, secure data and calculation management for “one version of the truth”
  • Reusable, configurable allocations and profitability modeling
  • Leveraging detailed historical data for AI use cases like predictive demand planning
  • Short, quick cycle times
  • Timely, accurate information for everyone who needs it, in a form that works for them

Activities:

  • Workshops & Interviews
  • Install monitoring software (where applicable) to capture baseline performance data


Step 2: Define Goals
Identify 1-3 end-to-end workflows with opportunities for:

Improving efficiency, such as:

  • Automation of data collection and manipulation tasks
  • Reducing need for repetitive data validation and reconciliation work
  • Manual report creation

Improving accuracy and quality of decision support, such as:

  • Driver-based models for planning, allocations and metrics/Key Performance Indicators (KPIs)
  • AI-based models for predictive demand planning, sales forecasting or price optimization
  • Central control of data, calculation methodologies, and process control

Activities:

  • Synthesis of information collected in Step 1 into a report
  • Presentation and review of options, with collection of feedback
  • Recommendations for prioritization


Step 3: Map Path

  • Create a detailed execution plan to achieve the selected goal

Activities:

  • Create solution delivery & customer success plan

Step 4: Execute
Execute on the solution delivery and customer success plan, using QueBIT’s CARE (Collaborative Agile Rapid Enablement) methodology.

Execute on the solution delivery and customer success plan, using QueBIT’s CARE methodology:

  • Foster conditions that support honest and regular feedback
  • Adjust expectations and the plan as needed

Activities:

  • Design Meetings
  • Technical Delivery
  • Knowledge Transfer
  • Training
  • Documentation


Step 5: Learn
Get together to:

  • Compare outcome with the original goal
  • Assess the process: what worked and what didn’t
  • Examine assumptions and expectations that were changed by new information that emerged through the process
  • Revisit the proposals and recommendations from the earlier “Define Goals” step, in the light of new understanding
  • Pick the next goal to work on

Activities:

  • Workshops & Interviews
  • Revisit options and recommendations from Step 2

Click here to view Planning and Analysis application areas

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