Financial Management

If you are a Finance Leader who:

  • Needs to provide better information to your business partners
  • Needs to link operational and financial performance to key business performance metrics to support management decisions
  • Needs to be able to drill into the performance of the business at a granular level in order to respond to questions raised by the summary-level financial and performance reporting provided to senior executives and the board
  • Needs to provide more useful real-time information on the performance of the business
  • Needs to integrate data from multiple operational and transactional systems in order to create performance and financial reports
  • Needs to work be able to work with unstructured and externally-sourced data about your products, customers and markets to help the business understand current performance and drive decisions that will impact performance tomorrow

And if you believe that…

  • Spending 60-80% of your financial analysts’ time gathering and assembling data before they can do any meaningful analysis and reporting on it is a poor use of your scarce resources…
  • Investing multi-million dollar “Business Intelligence” suites won’t give you the results you need, at the costs you can afford, in the time that is being promised…
  • IT support for your business intelligence/performance management initiatives is both necessary for success, but a barrier at the same time…

InsightSPI’s packaged solutions for Finance Analytics  and Business Intelligence will help you improve your insight into your business operations and financial performance, at a fraction of the cost of so-called “BI software suites.” 

Our solutions consist of:

  • A pre-configured  reporting environment (extracts, database structures, and the desktop tools you analysts need for self-service access and analysis) that we can adapt to your specific requirements and deploy in weeks, not months or quarters
  • A library of analysis and reporting templates that your team of analysts and accountants can use to get started, and can quickly modify directly with the tools they are already familiar with (Microsoft Office)
  • Tools to  pull in structured and unstructured data from internal and external sources, allowing the analysts to create “mash-ups” and providing a 360° view of your business
  • A finance portal based on Microsoft Sharepoint that helps manage the workflow of your key reporting efforts, archives essential reports and analysis with complete revision tracking and control
  • A deployment roadmap that consists of point solutions that address your critical needs in tightly defined, manageable phases that provide measureable value with each phase
  • A managed, hosted environment so that you can get up and running quickly, without extensive IT efforts, but one that can migrate to your own data centers as appropriate for your control and security requirements

Compared to the “big ticket” Business Intelligence Solutions from the large software companies, InsightSPI’s packaged solutions provide the following benefits:

  • Higher user adoption rates, because your analysts are working with the tools they are already familiar with
  • Analysis frameworks, report layouts, and presentations that are created by your analysts can be rapidly and seamlessly integrated with your departmental and corporate reporting dashboards
  • User portals that can be easily tailored to your organization and workflows, with imbedded controls that augment your control and compliance regimen
  • Dramatically lower implementation costs and risks
  • Equivalent or better levels of security and control

Compared to “point solutions” that claim to offer end-users ready access to analysis and graphical reporting tools, but that offer limited or no control over the integrity of the data underlying the reports and analysis being prepared, InsightSPI’s packaged solutions provide:

  • Controls to ensure that data from your transactional system of record reconcile as a “single source of truth” that functional and financial users recognize and agree with
  • A rich library of pre-formatted graphical analysis tools that are driven directly off of data from your systems of record…so that your reports, analyses and dashboards are always up-to-date, and new views are easy to prepare
  • A publishing environment that allows any report to be instantly rendered in the format that your different users demand—web-based dashboards and reports for daily operations,  both hardcopy and on-line publication to board books for your board members, self-service reports pulled from the reporting portal as needed by managers and executives, with full drill-down detail only a click away
  • An environment for planning and managing the creation of regular work products, and for reusing valuable new work products, so that analysts build on each other’s work instead of recreating it

InsightSPI’s packaged solutions can jump-start your business analytics capabilities and position your business to drive better performance through enhanced insight into your business and your markets.


Want to see some results from our Financial Managment projects? Click Here 

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