Performance management is an overarching umbrella which helps yield transformed business
Finance Transformation is the core of Enterprise Performance Management.
At DataPhi we help you get wrapped under with our years of experience across all finance business processes.
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Pillars of finance transformation & performance management
Planning & Budgeting
- Bottom-up budget preparation
- Gross margin budget
- Capital expenditure and projects budget / financial budget
- What-if budget studies
Long Term Planning
- Long-term and medium-term financial planning
- Target setting
Financial Consolidation
- Intercompany elimination
- Minority interest calculations
- Group and sub-group consolidations
- Statutory reporting
Accounts Reconciliation
- Financial close monitoring
- Narrative reporting and disclosure management
- IFRS 16 reporting
- Account reconciliation & balance substantiation
What DataPhi can ‘Give back’ to you?
Advisory & Process Consulting
Implementation Services
Training & Hand-holding
Health Checks
Taking a leaf out of our value system, ‘Building the trail of trust’ is the foundation of this offering.
Asking right questions & helping you define appropriate strategies & processes is the objective. Following thoughts can get channelized thru our advisory
- I have multiple ERPs through acquisitions. How do I seamlessly integrate them for consolidation, budgeting and variance analysis?
- How can I efficiently handle diverse reporting requirements across various functions
- Intercompany has always been my pain point, how can I optimize its reconciliation?
- Can my compliance to various IFRS requirements be automated?
- How do I align my Strategic initiatives with my grass-root level targets and check progress?
- Which product lines give me the maximum ROI? Which areas provide the most opportunities to cut down costs?
Read More
Another one from our value system, ‘Earn Respect – That’s The goal’ encompasses our Implementation services.
Doing what is ‘right’ for you is our focus. Following initiatives from your plans can be executed with us being your partners...
- I want to have a system which provides flexibility of ‘Top-Down’, ‘Bottom-Up’ and ‘Hybrid’ planning processes
- I want to automate my consolidation process and reduce close cycle by 2 weeks
- I want my team to collaborate and integrate while preparing financial statements, management commentary and quarterly/annual reports
- My plans are to have IFRS 16 reporting done
- Reconciling GL balances with sub-ledgers and third-party systems consume huge effort.
Can the system automate it for me and provide me real-time insights? - My strategic initiative for next year is to increase profitability of product X by 5%. How can I measure, track and course-correct to ensure this target is met?
- Many others …. the list goes on…
Read More
Our value system keeps guiding us in everything.
We follow the golden rule of ‘Learning Never Stops’ & have built an offering on this. We understand with transformations, comes the need to up-skill people. We can assist you in following...
- A Masterclass with Financial Planning – How best should I use to derive value?
- Hand-holding with Finance close process
- Do’s & Don’ts of Accounts Recon
- CxO Onboarding
- Feel free to add and contact us… we are here to hear you!
Read More
Just like a medical practitioner starts his job with a health check before concluding on medication, we do the same when you have an existing footprint & need improvization.
Businesses are getting more complex by the day and it becomes imperative to keep financial systems in pace with it. We understand this need and that’s why we are here with a ‘Health Check’ offering.
- Are we using full potential of the system?
- How can I make my systems flexible to adapt to changing organizational structure and business models?
- What latest features can I make use of?
- Why does it take so long for my data integration? Why am facing sluggishness while using the system?
- I want to extend usage of financial systems across various finance processes. What roadmap should I lay out for such systems roll-out?
- Is a phased approach better than a Big-bang implementation?
Read More
Advisory & Process Consulting
Taking a leaf out of our value system, ‘Building the trail of trust’ is the foundation of this offering.
Asking right questions & helping you define appropriate strategies & processes is the objective. Following thoughts can get channelized thru our advisory
- I have multiple ERPs through acquisitions. How do I seamlessly integrate them for consolidation, budgeting and variance analysis?
- How can I efficiently handle diverse reporting requirements across various functions
- Intercompany has always been my pain point, how can I optimize its reconciliation?
- Can my compliance to various IFRS requirements be automated?
- How do I align my Strategic initiatives with my grass-root level targets and check progress?
- Which product lines give me the maximum ROI? Which areas provide the most opportunities to cut down costs?
Read More
Implementation Services
Another one from our value system, ‘Earn Respect – That’s The goal’ encompasses our Implementation services.
Doing what is ‘right’ for you is our focus. Following initiatives from your plans can be executed with us being your partners...
- I want to have a system which provides flexibility of ‘Top-Down’, ‘Bottom-Up’ and ‘Hybrid’ planning processes
- I want to automate my consolidation process and reduce close cycle by 2 weeks
- I want my team to collaborate and integrate while preparing financial statements, management commentary and quarterly/annual reports
- My plans are to have IFRS 16 reporting done
- Reconciling GL balances with sub-ledgers and third-party systems consume huge effort.
Can the system automate it for me and provide me real-time insights? - My strategic initiative for next year is to increase profitability of product X by 5%. How can I measure, track and course-correct to ensure this target is met?
- Many others …. the list goes on…
Read More
Training & Hand-holding
Our value system keeps guiding us in everything.
We follow the golden rule of ‘Learning Never Stops’ & have built an offering on this. We understand with transformations, comes the need to up-skill people. We can assist you in following...
- A Masterclass with Financial Planning – How best should I use to derive value?
- Hand-holding with Finance close process
- Do’s & Don’ts of Accounts Recon
- CxO Onboarding
- Feel free to add and contact us… we are here to hear you!
Read More
Health Checks
Just like a medical practitioner starts his job with a health check before concluding on medication, we do the same when you have an existing footprint & need improvization.
Businesses are getting more complex by the day and it becomes imperative to keep financial systems in pace with it. We understand this need and that’s why we are here with a ‘Health Check’ offering.
- Are we using full potential of the system?
- How can I make my systems flexible to adapt to changing organizational structure and business models?
- What latest features can I make use of?
- Why does it take so long for my data integration? Why am facing sluggishness while using the system?
- I want to extend usage of financial systems across various finance processes. What roadmap should I lay out for such systems roll-out?
- Is a phased approach better than a Big-bang implementation?
Read More