Business Planning Reporting & Analytics solution

Business Planning Reporting & Analytics solution helps organizations design and adopt data-driven performance management enabled by timely and predictive insights. This includes planning, forecasting and analytics processes and organization, talent and process strategies to drive long-term value.

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The team

photographic portrait of Nikhil Sharma

Partner and Leader, Finance Transformation, EY India

Photographic portrait of Kumar Gaurav

Partner, Finance Transformation, EY India

Insightful: tech-enabled business and planning processes

Increase data and analytics capabilities with automated, actionable insights and advanced modeling and visualization tools.

Responsive: enhanced reporting and analytics

Seamlessly integrate the finance function with advanced analysis capabilities, allowing increased accuracy and accessibility of business performance data.

Efficient: greater efficiency and accuracy

Generate targeted reports and simplified metrics that focus on what matters most.

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Your business challenge

Organizations are increasingly asking more of the finance function and expect it to drive value throughout the business. To meet these demands, finance leaders are asking themselves:

How do we allocate capital and de-risk in uncertain times?
How can we move from forecast execution to generating insights?
How can we identify and include key business-driving metrics in financial planning and analytics (FP&A) processes?
How can we manage both financial and non-financial metrics with integrated tools?
How do we maintain trust from the board and employees?
How can we forecast accurately amidst uncertainties?
How do we reduce manual data management while using growing datasets?

Solution features and functionality

EY teams use enterprise performance management (EPM) practices to drive technology capabilities in FP&A functions.

The EY approach helps organizations realize several benefits:

Planning and forecasting technology

Improve the ability to predict outcomes and manage risk through scenario modeling and forecasting.
Provide better and faster information to key stakeholders, from investors to supervisory boards.

Reporting and advanced analytics

Build visualization capabilities for scorecards and dashboards
Automate processes:

o   Standard reporting for operational results

o   Variance and sensitivity analysis

o   Real-time reporting

o   Predictive and descriptive results focusing on value-added insights

Intelligent automation

Learn from previous business events using machine learning.
Answer questions without the use of complex querying tools using cognitive computing and analytics.
Automate routine tasks.
Integrate AI solutions to enhance decision-making.
EY teams help organizations develop next-generation planning and forecasting functions:

Scenario modeling and forecasting

Improve ability to predict outcomes and manage risk.

Embedded business partner

Provide better and faster information to key stakeholders, from investors to supervisory boards.

Improved performance management

Improve enterprise performance management by combining financial and non-financial data.

Automated, integrated and accessible insights

Automate insights, based on advanced analytics and integrated with detailed operational planning, available globally from anywhere at any time.

EY teams use next-generation integrated business planning (IBP) to crown finance as the champion of an integrated strategy to operate across all functions to collaboratively plan, execute and course correct as an enterprise.
The EY approach to IBP:

Business functions work together to build a unified, integrated plan that also assesses profitable category, channel and customer performance.
The solution leverages technology and planning tools to efficiently execute and manage data collection, planning processing and generation of analytics that support executive decision-making.
Leading-class enterprise business planning implementation drives cross-functional, team-based planning and execution over rolling three-to-five year time cycles.
Teams align marketing and sales strategies and priorities progress in lockstep with shorter-term supply constraints and eventual medium- to longer-term flexibility.
The EY approach to close and consolidation helps organizations develop accuracy and completeness of financial data. EY teams help organizations build next-generation consolidations that allow:

Out-of-the-box consolidations

Standardized consolidation policies and procedures that can be customized for organizational needs

Executive reporting

Access to advanced reporting solutions to satisfy reporting needs at different organizational levels

Data integration

Leverage strong in-built extract, transform and load (ETL) capabilities to integrate disparate data sources and other EPM or external applications.

Financial close workflow

Integrate supplemental data into consolidation tool and enhanced visibility into close processes and bottlenecks.

Software-as-a-service solution

Reduce application support costs, increase application flexibility and shorten time to value.
EY teams use six building blocks to help organizations build advanced reporting and analytics capabilities:

Reports

Easy-to-use and intuitive report interface for standard and self-service reports
Graphs and charts with variety of attractive visual formats, allowing users to edit reports and combine multiple reports

Self-service

Ability to filter data in a report based on predefined parameters and ability to drill down and explore data to discover new insights
Ability to share data and reports users have built within a business intelligence tool and outside the tool through other collaboration platforms
Automatically suggests data types, schemas and hierarchies

Data sourcing

Compiles data from a breadth of internal or external sources and enables users to communicate data by securely exporting and sharing it.
Data segmentation enables users to segment customer or prospect data in meaningful ways, such as by industry or region.

Advanced analytics

Users can analyze current and historical trends to make predictions about future events.
Users can handle large, complex and/or siloed data sets, and integrate data, logic and objects with other software applications.

Building reports

Real-time reporting obtains live data for whoever is currently accessing your site.
WYSIWYG (what you see is what you get) report design provides users with an interface to easily design and refine their dashboards and reports.

Data management

Data transformation converts data formats of source data into the format required for the reporting system without mistakes.
Data modeling features provides the ability to structure data in a manner that allows extracting insights to be done quickly and accurately.

Why EY

The Business Planning Reporting & Analytics solution sits within a connected suite of EY finance solutions that supports the full agenda of the CFO. EY teams have over 11,000 professionals dedicated to finance and global business services (GBS) transformation.

Alliance relationships

EY strategic alliances and collaborative relationships put the power of co-creation with the world’s top technology vendors to work for you. The solution is powered by Microsoft, SAP and Tagetik – some of the EY organization’s longest-standing and most award-winning partnerships.

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The Team

Nikhil Sharma

Partner and Leader, Finance Transformation, EY India

A seasoned leader with extensive experience in visioning, designing and execution of finance transformation journeys

Gurugram, India

Kumar Gaurav

Partner, Finance Transformation, EY India

New Delhi, India

EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.