Which capabilities must improve?
Define the planning, consolidation, close, reporting and control requirements that matter, including current manual interventions.
SAP & finance
Choose the finance platform your organisation can operate.
Requirements-led assessment for planning, consolidation, close and reporting decisions, including SAP BPC, SAP Analytics Cloud and S/4HANA Group Reporting.
When to engage
A platform decision is approaching. The finance case is still incomplete.
You may be replacing BPC, redesigning consolidation or reducing fragmented planning and reporting. The decision needs to account for finance requirements, data, controls, integration, skills and transition capacity.
For CFOs, Group Finance leaders and finance transformation sponsors. The assessment considers the existing landscape and viable alternatives rather than assuming one product fits every requirement.
Questions to resolve
Understand the whole finance landscape.
Which options fit the evidence?
Compare eligible platform and coexistence options against approved requirements, integration, operating needs and commercial inputs.
How will the organisation get there?
Identify data preparation, reconciliation, skills, support and ownership prerequisites, with viable transition states.
What you receive
A finance-platform decision pack.
01
Current-state and capability assessmentMap finance processes, applications, information flows, controls, ownership and pain points.
02
Requirements and options matrixRecord criteria, disqualifying conditions, evidence gaps and product-validation questions. Agree weighting before scoring.
03
Target and transition architectureShow application roles, integrations, data responsibilities and coexistence requirements.
04
Commercial and value assumptionsCompare scope, licensing inputs, implementation effort, operating costs and expected benefits using reviewable inputs.
05
Roadmap and decision recordSequence prerequisites, accountable actions and the evidence required before commitment.
Your participation
Bring finance and technology into the same decision.
The assessment requires finance process owners, an application landscape, known requirements and available commercial proposals. Product-specific findings are checked against current documentation and the proposed design.
Existing experience covers SAP finance, BPC Standard and Embedded, SAC, S/4HANA Group Reporting, HANA and BTP. Scope and estimates follow an initial discussion.
Inspect a finance-platform comparison exampleBefore we start
Practical questions.
Will the assessment recommend a product immediately?
No. Options follow the requirements, constraints and available evidence. A recommendation states its conditions and unresolved validation needs.
Can we compare SAP and other platforms?
Yes, where relevant to the agreed decision. The comparison scope and required product evidence are established at the start; no implementation capability or product fit is presumed.
What changes for our team?
Finance and technology owners receive a shared requirements baseline, an explicit basis for the decision and a roadmap they can govern together.
Your next decision
Discuss your finance-platform decision.
Start with the decision you need to make. Scope, evidence requirements, responsibilities and fees are agreed after an introductory conversation.
Capability transfer
Help your team apply and maintain the work.
A separately scoped workshop can support shared understanding of posting evidence, finance requirements or transition responsibilities.