Unpacking Bluepack 2: Predictive Financial Planning at Your Fingertips

In order to stay competitive and resilient in the face of rapid progress, companies need to embrace digitalisation and the opportunities it brings in terms of task automation, business intelligence, data analysis, financial performance and operational agility. But for leadership teams unfamiliar with the process and technologies involved, undertaking a digital transformation can seem too risky in comparison to any possible benefits. That’s why the team at Bluetree have poured all our decades of expertise undertaking hundreds of projects into creating our range of modular Bluepacks, building blocks designed to help companies take control of their digital transformation journey one solution at a time.

This blog is the second in our ongoing series of Unpacking Bluepacks – you can read our first one on Management Reporting here. In this collection of posts, we intend to not only summarise how each of these Bluepacks can benefit your business, but also to highlight the potential of these modular solutions as a low-risk roadmap for organisations to orchestrate their own successful digital transformations. From predictive scenario analysis to automated cost allocations, here is everything included in our Financial Planning starter kit:

Automated Data Loading

At Bluetree we prioritise the seamless integration of new technologies into your existing system landscape, and our Bluepacks are no exception. Our Financial Planning starter kit ensures that there is no time wasted consolidating and transforming your data, with automated loading of your cost centre, profit centre, WBS, GL account and financial actuals from flat files or the source, as well as connection to your SAP ECC, SAP S/4 HANA or SAP By Design. The instant there is a change in the source systems your dashboards and reports will be updated, providing real-time analytics to help you make better informed business decisions. Please note that our Bluepacks can also be integrated with system landscapes which use Infor d/EPM.

Financial Planning & Reporting

We highly recommend SAP Analytics Cloud to streamline your financial planning and reporting capability. Using SAC, you can substantially speed up your financial planning process with out-of-the-box spreading, distribution, and predictive forecasting functionality at any level of your organisation. Our Financial Planning Bluepack delivers company-wide OPEX and CAPEX planning using cloud-based and user-friendly input templates, along with detailed spend reporting and income/sales planning to help you complete your annual budget or forecast. Automated corporate cost recharges and allocations aligned to your assessment cycles are also provided for your convenience.

Scenario Modelling

Once your Financial Planning Bluepack has been implemented, there is no need to mitigate the risk of potential human error in data comprehension. The innovative scenario modelling capabilities of SAC allows you to gain smart insights into your numbers faster, with the ability to compare sophisticated what-if and pessimistic vs optimistic scenarios using Stories, including a configured master template perfect for predicting future developments. This data visualisation tool frees your finance department from having to undertake time-consuming manual tasks like comparing Excel spreadsheets or complex macros, shifting their focus to analysis and identifying valuable opportunities for efficiency, process improvement, and value creation.

User Collaboration

Uploading your financial data to the cloud facilitates easy collaboration across departments and different levels of your organisation. SAC formats all stories and pages based on your corporate identity, giving each member of your team the information that they need, when they need it. The inclusion of cell-based and inline commentary also allows users to provide additional insights about specific planning inputs or variances, ensuring effective communication and transparent reasoning without you ever having to pick up the phone!

Expert Training

Each of our Bluepacks includes access to a dedicated success manager throughout the entire implementation process, from kick-off and initial workshops to staff training and the final handover. Our status as an SAP Gold Partner also grants our clients ongoing consultations with expert SAP Account Executives, who will ensure that your tailored solution meets your specific business and operational requirements.

If you would like to learn more about our range of pre-packaged modular Bluepacks and how they can operate as starter kits for your digital transformation, head to our introductory blog post about our aim to revolutionise business intelligence. To request a free demonstration of our Financial Planning Bluepack, contact Bluetree Solutions today.

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