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Dataplus Financial Planning _ Controlling _ Budget _ FP&A

Financial Planning in Qlik

From Manual Spreadsheets to Automated Planning – All Within Qlik Sense

Supply Chain Monitoring

Use Case I

THE CHALLENGE

10+

Excel Sheets

3+

Different Tools

Navigating through disparate financial planning tools and systems, our team encountered inefficiencies, fragmented collaboration, and delayed decision-making. With limited integration capabilities, achieving a cohesive financial strategy seemed daunting.

Information is omnipresent

CHALLENGE: Navigating through disparate financial planning tools and systems
Qlik Dataplus+Liquiditätsplanung | Forecasting | Budgetierung Corss-Plattform Financials
Key Component Simplified Integration

Simplified Integration

Dataplus: Automatic Tracking

Automatic Tracking

Key Component: Automatic Tracking

THE SOLUTION

1 VIEW

daily
updates

24h

up to date

Enter Cross-Platform Financial Planning powered by Qlik. Our solution offers rapid scenario depiction, direct capture of plan values, and automatic value distribution across systems. With Teams integration facilitating seamless collaboration and bidirectional communication, our planning processes transformed into a unified, streamlined experience.

THE RESULT

100 %

Real-time visibility 

Data + Suite

By embracing Cross-Platform Financial Planning, our team witnessed enhanced agility, improved decision-making, and accelerated workflows. The integration of Qlik and Teams fostered real-time collaboration, enabling quick responses to market changes and insightful financial analyses. Say goodbye to tool-hopping and hello to a harmonized approach that drives success across system boundaries.

RESULT: happy teams with Dataplus
Dataplus: Cross-Platform Financial Planning

CONTACT

Get your Quote

Whether standardized processes or individual challenges - our dedicated team is at your side with the know-how to quickly adapt to new situations and deploy your resources correctly.

Conatc Achim Gnadt

Achim Gnadt

Phone          +49 170 5442045‬

Email     achim.gnadt@leitart.de

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