Key facts and figures about the company

Country

HQ Switzerland
Offices Globally

Employees

> 1800

Revenue

>400 Mio EUR

Industry

Materials handling systems
for industry, and file handling systems for offices

Products used

Apliqo UX

Solutions

Reporting and planning
in the project management business

Transforming the planning and forecasting capabilities in the
project business of a leading supplier of automated storage
solutions and material handling systems

One of the things that we often see across the modern business landscape is that Microsoft Excel starts to reach its limits as an all-in-one tool when
the complexity of a company continues to grow. We saw this recently with a client of ours who found that their usage of the ‘percentage of completion’ method within their operations was proving too much for their
existing Excel models.

The client needed to find a new way of doing things quickly in order to efficiently launch a brand-new product that had been in the works for some time. That’s where Apliqo stepped in and implemented
Apliqo UX, the definitive interface layer for IBM
Planning Analytics / TM1.

Transforming the planning and forecasting capabilities in the project business of a leading supplier of automated storage solutions and material handling systems.

One of the things that we often see across the modern business landscape is that Microsoft Excel starts to reach its limits as an all-in-one tool when
the complexity of a company continues to grow. We saw this recently with a client of ours who found that their usage of the ‘percentage of completion’ method within their operations was proving too much for their
existing Excel models.

The client needed to find a new way of doing things quickly in order to efficiently launch a brand-new product that had been in the works for some time. That’s where Apliqo stepped in and implemented
Apliqo UX, the definitive interface layer for IBM
Planning Analytics / TM1.

Key facts and figures about the company

Country

HQ Switzerland
Offices Globally

Employees

>1800

Revenue

>400 Mio EUR

Industry

Materials handling systems
for industry, and file handling systems for offices

Products used

Apliqo UX

Solutions

Reporting and planning
in the project management business

Challenges

The client needed a tool and an operating workflow that could handle the following aspects and requirements:

  • The cost structure had to be flexible enough to adapt to changing circumstances and different reporting
    requirements.
  • The core structure coming out of Cognos needed to be carefully
    considered.
  • The reporting itself needed to be far
    more flexible both within the internal system and in external applications
    such as Power BI and XLCubed.
  • It was important that the different personnel had different permissions
    to manage access, securing the information appropriately, and
    delegating duties effectively.
  • The history needed to be tracked seamlessly so that at any time the
    team could look back on versions and understand how decisions were made.
  • The ‘percentage of completion’ metric
    needed to be very robust, being calculated accurately and timeously – as well as in a way that provided for the necessary governance and compliance that play a key role.
  • The solution needed to minimize human error as much as possible and leverage automation to speed up processing.

Challenges

The client needed a tool and an operating workflow that could handle the following aspects and requirements:

  • The cost structure had to be flexible enough to adapt to changing circumstances and different reporting requirements.
  • The core structure coming out of Cognos needed to be carefully considered.
  • The reporting itself needed to be far more flexible both within the internal system and in external applications such as Power BI and XLCubed.
  • It was important that the different personnel had different permissions to manage access, securing the information appropriately, and delegating duties effectively.
  • The history needed to be tracked seamlessly so that at any time the team could look back on versions and understand how decisions were made.
  • The ‘percentage of completion’ metric needed to be very robust, being calculated accurately and timeously – as well as in a way that provided for the necessary governance and compliance that play a key role.
  • The solution needed to minimize human error as much as possible and leverage automation to speed up processing.

All of these challenges only pointed in one direction – and that was to an implementation of Apliqo UX, the definitive interface layer for IBM Planning Analytics / TM1 – leveraging and expanding upon the only FP&A tool that can harness this complexity and deliver solutions in an efficient
and flexible way.

The solution implemented

Apliqo worked with the client to scope out the exact system that was needed, and then set out to help them implement Apliqo UX with all the configuration and support that was required. This required many workshops and walkthroughs with key personnel to dig into the standard workflows and find a solution that would fit seamlessly into how things were done, while still leveraging the power that such a tool provides. The interface is unlike any other competing products because it doesn’t constrain itself to obey a specific set of standards. Instead it is malleable enough to adapt any planning or reporting problem that is thrown at it. So the team set out to configure the interface in the optimal way to solve the client’s specific challenges.

Once the system was designed and ready to go, the Apliqo team ran comprehensive testing to ensure that the client was getting every aspect of the solution to work as intended. It’s in this phase that we often uncover additional requirements and roadblocks – which call for further development and implementation. All of this
is a key part of the process as you work towards a system that is uniquely configured for your needs.

Once the test phase was complete, the team continued with ongoing training and support to upskill employees on Apliqo UX and IBM Planning Analytics / TM1 more generally to ensure that everyone could adapt to the new processes that were being asked of them. All of this was done in a highly flexible way to deliver great service without getting in the way of business as usual.

The results

The results of the implementation were significantly positive. The client saw immediate gains and mentioned just how
transformational this solution had been for their business. Some of the key benefits included the following:

  • It made for better collaboration between teams and between specific team members because everyone was working from the same source of truth.
  • It created agility within the workflows by allowing team members to easily adjust plans and forecasts in real-time. This was a key criterion for operating in fast-changing strategic landscapes and conditions.
  • It improved financial outcomes by nurturing better-quality data and calculations.
  • It helped to optimize the operational tactics used by the client thanks to increased forecast accuracy – an improvement that will continue to compound in the years to come.
  • It helped achieve more timely deliverables in terms of management reports that were being submitted to management and other key decision-makers.
  • Decision-making was faster and better informed thanks to improved internal systems.
  • There was much faster processing of planning data thanks to a unified platform that could manage all the inherent complexity.
  • The client no longer needed Microsoft Access and Microsoft Excel data dumps and could instead make use of self-service capabilities to dig into the data itself and look for insights.

All of these results proved to be a significant improvement to how things were running and it was a great example of what is possible when you leverage Apliqo UX to its full potential.

All of these challenges only pointed in one direction – and that was to an implementation of Apliqo UX, the definitive interface layer for IBM Planning Analytics / TM1 – leveraging and expanding upon the only FP&A tool that can harness this complexity and deliver solutions in an efficient and flexible way.

The solution implemented

Apliqo worked with the client to scope out the exact system that was needed, and then set out to help them implement Apliqo UX with all the configuration and support that was required. This required many workshops and walkthroughs with key personnel to dig into the standard workflows and find a solution that would fit seamlessly into how things were done, while still leveraging the power that such a tool provides. The interface is unlike any other competing products because it doesn’t constrain itself to obey a specific set of standards. Instead it is malleable enough to adapt to any planning or reporting problem that is thrown at it. So the team set out to configure the interface in the optimal way to solve the client’s specific challenges. 

Once the system was designed and ready to go, the Apliqo team ran comprehensive testing to ensure that the client was getting every aspect of the solution to work as intended. It’s in this phase that we often uncover additional requirements and roadblocks –
which call for further development and implementation. All of this is a key part of the process as you work towards a system that is uniquely configured for your needs. 

Once the test phase was complete, the team continued with ongoing training and support to upskill employees on Apliqo UX and IBM Planning Analytics / TM1 more generally to ensure that everyone could adapt to the new processes that were being asked of them. All of this was done in a highly flexible way to deliver great service without getting in the way of business as usual.

The results

The results of the implementation were significantly positive. The client saw immediate gains and mentioned just how transformational this solution had been for their business. Some of the key benefits included the following:

  • It made for better collaboration between teams and between specific team members because everyone was working from the same source of truth.
 
  • It created agility within the workflows by allowing team members to easily adjust plans and forecasts in real-time. This was a key criterion for operating in fast-changing strategic landscapes and conditions.
 
  • It improved financial outcomes by nurturing better-quality data and calculations.

 

  • It helped to optimize the operational tactics used by the client thanks to increased forecast accuracy – an improvement that will continue to compound in the years to come.

 

  • It helped achieve more timely deliverables in terms of management reports that were being submitted to management and other key decision-makers.

 

  • Decision-making was faster and better-informed thanks to improved internal systems.

 

  • There was much faster processing of planning data thanks to a unified platform that could manage all the inherent complexity.

 

  • The client no longer needed Microsoft Access and Microsoft Excel data dumps and could instead make use of self-service capabilities to dig into the data itself and look for insights.

All of these challenges only pointed in one direction – and that was to an implementation of Apliqo UX, the definitive interface layer for IBM Planning Analytics / TM1 – leveraging and expanding upon the only FP&A tool that can harness this complexity and deliver solutions in an efficient and flexible way.

If your organisation is struggling with misalignment and is not getting the full value of your data, get in touch with Apliqo today.

Our solutions help to transform your internal financial performance management and make sense of the complexity within your business. We’de love to hear from you and see how we can help!

https://staging-apliqo.kinsta.cloud

If your organisation is struggling with misalignment and is not getting the full value of your data, get it touch with Apliqo today. 

Our solutions help to transform your internal financial performance management and make sense of the complexity within your business. We’d love to hear from your and see how we can help!

https://staging-apliqo.kinsta.cloud