Various interviews and workshops were conducted together with the management. The areas of finance, controlling, IT and sales were also included.

The basic processes were finally documented so that a central planning process could be coordinated.

Together with the customer, the requirements for the forecasting system were finally defined.

Finally, we implemented the system as Excel prototypes. The transfer to ERP is prepared. The customer was closely involved, especially in the development of the prototype.

The current controlling processes and the current controlling system were systematically recorded.

By involving the various stakeholder groups, a common understanding of reporting was created for the first time. KPIs are now interpreted uniformly.

The developed Forecast-Prototpy already gives a very exact picture of the current situation. This will be transferred to ERP in a future project. The prototype displays a forecast and budget variances for income statement, balance sheets and cash flow statement.