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BI/CPM Strategy

Our universal services bring your business the best BI/CPM Strategy, ever.

BI/CPM Diagnosis

Assess, enhance your processes and benchmark them against best practice

Roadmap definition

Define a clear BI/CPM roadmap to get ready for tomorrow's challenges

Program Management

Avoid drift and deviation from elaborated roadmap and strategy

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Agnostic Services

Our Best Practice Decision-Support Tools offer a Method-neutral approach (COBIT, TOGAF, BCG, Gartner, Zachman EA Framework™, Holzer & Zimmermann i-Transformation Framework™, Forrester, etc.) as well as a Vendor-neutral approach in order to determine the most appropriate technology, quantifying the added value generated that you might reasonably expect to obtain and creating an implementation blueprint addressing people, process and technology to ensure this return is obtained. Main questions to be answered: what, how, who, when, where, why (what for).

BI/CPM Exclusive focus

We will support you in defining, optimizing or implementing the following business and management processes: Planning, Budgeting & Forecasting; Performance Management; Monitoring & Analysis; Strategic Finance; Financial Consolidation; Management Reporting; Risk Management; Balanced Scorecard; Management Information Systems. Automated business processes are managed collectively to improve your overall workflow in terms of achieving greater efficiency, adapting to changing business needs, reducing human error and clarifying roles and responsibilities

Internal and External needs

Most organizations prepare some type of financial reports, either for internal or external use. Common reports include balance sheets, general ledger reports, profit and loss statements, financial statements, and 10-K and 10-Q reports. In the wake of the 2007 banks scandal, external financial reporting requirements for Financial Services Companies have become more rigorous. The FINMA, SEC and other Regulatory Authorities now mandate that companies file a variety of reports to disclose their financial condition, and missed deadlines could result in fines.

Open Line communication

Giving vendor -neutral recommendations and delivering sound advices does not mean not having communication with vendors.

If you're able to get a sense and appreciation of what can be and needs to be done, as opposed to what you'd like to do, you've got far more opportunity to actually be reasonable and rational when you create your BI/CPM strategy!

F. Holzer, Founder & Partner, HOLZER & Associates Ltd

Data and metadata are like fish; if you leave them alone for a while, they start smelling!

D. Strauss, Chief Data Officer, TD Ameritrade

Our business? Neither bad old black box proprietary silos, nor too good shiny new towers. Just consistent recommendations and informed decision-making!

F. Holzer, Founder & Partner, HOLZER & Associates Ltd

Remediating financial planning and reporting weaknesses

Details: Saturday, 12 May 2012; By F. Holzer

The "last mile of finance" refers to processes that are executed after the financial close, including additional close, reconciliation and disclosure management functions. According to analysts, corporate performance management (CPM) systems have begun to incorporate an increasing number of last mile functions within their suites. These tools can shorten the "close to disclose" timeframe -- how long it takes an organization to produce financial reports for external disclosure.