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AI & BI use case · Business Intelligence

Budget planning

Create budgets reliably and quickly.

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What it's about

Budget planning uses historical actuals, forecasts and planning assumptions, allowing flexible simulation of variances and scenarios.

  • Better planning
  • More transparency
  • Better decisions
Business case & ROI
−50 %

planning effort

+20 %

planning accuracy

4–6 Mon.

payback

100 %

traceability

Calculated from saved controlling effort and improved budget adherence.

How we do it
  1. 01

    Data integration

    Consolidate data from ERP, MES and further sources for Budget planning.

  2. 02

    Data quality

    Clean, harmonise and validate data for plausibility.

  3. 03

    Model development

    Train and validate the Budget planning model on historical data.

  4. 04

    Pilot

    Pilot Budget planning in one area and collect feedback.

  5. 05

    Rollout

    Scale the solution and integrate it into operational processes.

5

Steps

6

Data sources

4

Stakeholders

From first data access to production – every step delivers a tangible interim result.

Data typically needed

Financial data

Cost centres, budgets, cash flows and invoices.

ERP data

Master and transaction data from ERP.

HR data

Shift plans, qualifications and absences.

Sales data

Orders, revenue, channels and customer feedback.

Production data

Orders, quantities and feedback.

Documents

Specifications, quotes, contracts and reports.

Stakeholders

  • CFO

    Receives reliable financial and risk metrics.

  • Controlling

    Quantifies effects and supports budgeting.

  • Management

    Receives reliable metrics for strategic decisions.

  • IT

    Builds on a scalable and secure data infrastructure.

Typical business value
01

Better planning

02

More transparency

03

Better decisions

04

Higher efficiency

05

Easier compliance

The data platform advantage

With a solid data foundation this use case gets faster, cheaper and far more stable.

Central data platform

Real-time data integration

Scalable analytics pipelines

Reusable data products

Build a data platform →
Synergies & positive side effects

Demand forecasting

Data flow enables more precise forecasts.

Automated reporting

Metrics are provided without manual effort.

BI reporting

Metrics are delivered in dashboards.

More use cases

Management Cockpits

Revenue, margin and cash at a glance – updated daily instead of once a month.

Finance & Controlling Reporting

Month-end close and cost-center reports without an Excel marathon at the start of the month.

Sales & CRM Analytics

Make pipeline, forecast and customer potential visible instead of guessing in the CRM.