Case study

Financial Planning

Financial simulation platform to support medium-term decisions

Challenge

The financial planning process was done in Excel, with complex, slow and hard-to-manage files. Existing tools couldn't simulate medium-term scenarios or provide an integrated view.

Solution

We replaced complex spreadsheets with a platform that simulates financial scenarios over 3 years, with fast calculation, cross-team collaboration and an integrated view of the information.

What the team can now do

  • Simulate multiple financial scenarios quickly
  • Remove dependency on complex Excel spreadsheets
  • Work with centralised, consistent information
  • Support decisions faster and with less risk

Results

  • Significant reduction in calculation time
  • Ability to simulate different scenarios
  • Better support for financial decision-making
  • Centralised, consistent information

Description

The system replaced complex spreadsheets, enabling fast calculations and analysis of different financial scenarios.

Teams gained a reliable tool for medium-term planning.

Before
  • Slow, hard-to-maintain Excel files
  • Time-consuming, poorly collaborative simulations
  • Fragmented view of financial information

After

  • Fast simulation of 3-year scenarios
  • Cross-team collaboration on the same platform
  • Centralised, consistent information

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