Download - FPA Business Controlling
Business Controlling Offshore
Felipe Pereira
Analytics
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* Henri Fayol (Istanbul, 29 July 1841 – Paris, 19
November 1925) was a French Mining engineer
and director of mines who developed a general
theory of business administration
“ Control of an undertaking consists of seeing that everything is being
carried out in accordance with the plan which has been adopted, the
orders which have been given, and the principles which have been laid
down. Its object is to point out mistakes in order that they may be
rectified and prevented from recurring” (Henri Fayol, 1916)*
Felipe Pereira Value For Money Financial Consultant
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A highly experienced Business Partner for Executive Management. Economist
with an MBA degree with merit from the Geneva University.
Spent 12 years in Switzerland with proven track record on the implementation
and optimization of financial processes (planning, reporting and analysis) of
several companies from different sectors and sizes.
Since 2013 based in Lisbon, Portugal, providing low cost/high quality consulting
services.
Apply innovative thinking, strategic analysis and business acumen to provide
financial support and guidance to stakeholders.
Proficient in developing Excel financial models utilizing Business Intelligence data
to identify financial opportunities and develop strategies for presentations to
Executive Management.
What is this all about? With squeezed budgets for Business Controlling onshore…
Time consuming, lack of rigor, expensive tools
Wrong reports, inaccurate data Misalignment for decision making
Confused strategy Problems in execution
Offshoring Business Controlling fits in every budget…
Efficient performance by experts using state of the art tools.
Customized and accurate reports enabling action plans and decision making
Clear strategy Optimized execution
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How does it work? - Overview
Business data C
Business data B
Business data A
Reports, dashboards and templates may be provided through different types of media: - Excel - Word - Power point - PDF - Web
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Interaction between and customer may happen in several ways: - SharePoint website - Email - Chat - Help line
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Added Value
Opportunity Benefit
To force discussion and consensus
on the main KPIs to be followed
Aligns the strategy of the company,
leading the management “to speak the
same language”
To have a set of standard and
100% accurate reports
Makes management meetings more
efficient, saving time on the busy agenda
of decision makers
To automate the production of
performance management reports
Improves execution of the plan, focusing
the commercial team on customers rather
than on understanding internal reports
To focus finance organization onto
the analytics and cut unnecessary
investment on expensive IT tools
Right-sizes finance organization and saves
IT costs
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Workflow in 3 steps
Diagnosis - Understand the requirements and assess databases
- Prove the customer’s ROI
- Evaluate the solution building blocks
Quotation Preparation of an offer:
- Engineering specifications
- Data model tests
- Alternative data distributions tools
Execution - Deploy the solution
- Manage the solution for customer’s targeted audience
- Maintain the solution (sustainability), documentation, evolution
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Customer’s ROI
Ease management of execution and alignment with strategy
KPIs alignment
Lead-time for analytics delivery
Expenses reductions:
IT software licenses and portage
Value for money: use your analysts for value-add tasks, not data crunching!
Labor efficiency: avoid full analyst jobs for partial use
Risk management:
Not people dependent
Back-up, Training, Standard Operating Procedures (SOP’s) description which can be re-internalized at any point in time
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Questionnaire
1. How is my business (customers and products) doing now as compared with last
year, three years ago, forecast and the budget?
2. Who are my best sales people in terms of quota achievement?
3. What is the size of my pipeline and how it compares with previous periods?
4. What is the current proportion of ongoing/new business and how it compares with
previous periods?
5. Is my market share improving?
6. Are my consultants being well utilized?
7. Is my AR over 60 days being reduced?
8. Which are my most profitable products and what make them profitable?
9. How long does it take to prepare my main reports? How accurate are they?
10. How many people are involved in the preparation of these reports?
11. Who is getting these reports and how often they are issued?
12. How easy is to integrate manual adjustments in these reports?
13. Can I generate ad-hoc reports and create “what-if” scenarios on-the-fly?
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Customer Feedback (1) FPA
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Customer Feedback (2) FPA
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Value for Money FPA
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THANK YOU !
Contacts: https://ch.linkedin.com/in/felipepereiraportugal
Mobile: +351 919 265 195
Skype: fpereiragain