Case Study: Professional Services Company Use Case
Key Takeaways
⇨ Comprehensive System Integration: The company is updating its financial, CRM, HCM, and planning systems to SAP S/4HANA Cloud, SAP C4 (Cloud for Customer), SAP SuccessFactors, and SAP Analytics Cloud respectively, ensuring seamless integration of these systems for improved planning and reporting capabilities.
⇨ Enhanced Planning and Automation: By partnering with SimpleFi and utilizing pre-built packages, the company aims to replace its current planning system (Workday – Adaptive Insights), increase automation, and significantly reduce the effort required to generate forecasts, resulting in efficient and accurate financial planning.
⇨ End-to-End Implementation Scope: The project includes extensive business process integration such as sales and pipeline planning, capacity planning for billable employees, HR planning with inputs from SuccessFactors, comprehensive financial planning and reporting, detailed expense planning, and foreign currency translation for over 12 entities.
Partnering with SimpleFi allowed the Professional Services company to take advantage of several pre-built packages which greatly reduced configuration time and allowed for early feedback in the project timeline and reduced costs, while providing a tightly integrated solution with SAP Success Factors and S/4.
This company is undergoing a full finance transformation including updating their financial transactional system to S4HC, their CRM system to SAP C4 (Cloud for Customer), their HCM system to SAP SuccessFactors, and their planning system to SAP Analytics Cloud. The goal of the project was to integrate these various source
systems with the planning and reporting system as well as to replace the current planning system (Workday – Adaptive Insights). Additional goals included increasing automation and reducing the effort needed to generate a forecast every cycle.
SAP Analytics Cloud gave us the power and flexibility to view and combine our data from our other SAP solutions like CRM and SuccessFactors and use this as the starting point for our forecasts. Eliminating most of the time used to collect and reconcile data that had to be previously downloaded and uploaded between systems. A quote from the Professional Services company.
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Our client is a professional services company helping Fortune 500 to small/medium size companies achieve a truly intelligent enterprise. They do this for Human Capital Management, Enterprise Asset Management, Consumer Industries, and Geospatial solutions with leading SAP technologies.
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