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Cas client
HEPPNER: Automate statutory consolidation and reconcile financial and management views
Partenaires technologiques :
Watch Heppner’s video testimonial
The group manages two consolidations in parallel: a statutory consolidation, carried out by the Group Consolidation department, and a management consolidation with its own rules and restatements. Reconciling these two views remained a complex exercise, especially since statutory consolidation relied on a legacy tool and numerous manual processes in Excel.
The challenges for Heppner
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Automate statutory consolidation to gain reliability and speed
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Unify repositories between finance and management
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Reduce closing times and limit manual restatements
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Directly connect the ERP to the new tool to streamline data exchange.
The choice of a global solution
Heppner selected CCH Tagetik for its EPM project, supported by MeltOne teams for the Statutory Consolidation aspect.
The project began with a common foundation phase to involve all stakeholders: consolidators and management controllers, and to define the main principles of the unified FP&A and consolidation solution.
Once the design was validated, the MeltOne teams configured and challenged business requirements to deliver a tailor-made solution, while supporting the Heppner teams during the key phases of UAT and historical data migration
Concrete results
Thanks to the connector between the ERP and CCH Tagetik, accounting data is now automatically uploaded, whereas previously collection was entirely manual via Excel
This automation has enabled:
Testimonial from the Heppner team
“Thanks to the connector between our ERP and Tagetik, data collection is now fully automated and secure. The time saved on each closing is considerable.”
Heppner particularly appreciates
Data traceability
Thanks to Tagetik’s native audit trail.
The flexibility of the interface
modern and configurable.
The flexibility of reporting statements
adapted to internal needs.
The expertise and responsiveness of MeltOne consultants
capable of integrating a complex ERP and understanding the group’s challenges from the very first workshops.
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