Financial IBRO

Financial Operations

Financial IBRO

01 Dec, 2023

Operational Transformation

Financial IBRO

COE

Data Visualization

Market

Global

SERVICE LINE

Corporate Functions

IMPLEMENTATION PERIOD

2023

KEYWORDS

Financial IBRO, Inflow Base Retention Outflow Methodology, Data Analysis

SPIRIT BEHAVIOURS

Get it Done Together, Create the Future.

The IBRO (Inflow Base Retention Outflow) methodology of growth and movement analysis of the customer portfolio required manual data collection efforts and adversely impacted revenue. We provided a robust data model to attain better data insights and visualization while predicting the yearly budgets based on customer count and revenue.

Challenges and Solutions

Challenges

IBRO (Inflow Base Retention Outflow) is a methodology for analyzing the growth and movement of the customer portfolio. This model is used to track customer movements during the FY and the impact they have on customer revenue. The process involved a lot of manual effort to gather and transform the various forms of data to encapsulate the varied stages of IBRO, offering minimal data visualization for the business.

Solutions

Provided data analysis for various business rules for the classification of IBRO status monthly/YTD for respective financial years and developed robust data model where all relevant elements bring in one staging layer and transformed as per business logic and aggregated them for better insights of data from QlikSense visualization application.

Value and Impact

Used Financial IBRO apps to provide sales and revenue performances of each payment method and its business units with all relevant KPIs of customer and revenue.

These apps enable end users to prepare or predict the yearly budget in their respective business units for customer count and revenue.

Italy New TAX code

Our commitment to customer care extends to ensuring a seamless experience when managing invoices and taxes. We understand the importance of these financial aspects and strive to simplify and facilitate the process for our valued customers.

Financial Operations

| 01 Dec, 2023

Month-End Close Acceleration

We have an uncompromising commitment to deliver data promptly to ensure our business success and enable better decision-machining.

Financial Operations

| 01 Dec, 2023

Process Backlog Monitoring Tool, Service Controlling

We developed our process backlog monitoring tool to ensure accurate reporting of financials. Before that, we tracked and maintained these backlogs of unprocessed items through PPT. Now, the new automation tool helps manage backlogs in a better-structured format, providing the benefits of seamless governance, accurate financial reporting, and a more presentable visualized summary.

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Financial Operations

Financial IBRO

01 Dec, 2023

Operational Transformation

Financial IBRO

COE

Data Visualization

Market

Global

SERVICE LINE

Corporate Functions

IMPLEMENTATION PERIOD

2023

KEYWORDS

Financial IBRO, Inflow Base Retention Outflow Methodology, Data Analysis

SPIRIT BEHAVIOURS

Get it Done Together, Create the Future.

Challenges and Solutions

Challenges

Solutions

Value and Impact

Used Financial IBRO apps to provide sales and revenue performances of each payment method and its business units with all relevant KPIs of customer and revenue.

These apps enable end users to prepare or predict the yearly budget in their respective business units for customer count and revenue.

Italy New TAX code

Financial Operations

| 01 Dec, 2023

Month-End Close Acceleration

We have an uncompromising commitment to deliver data promptly to ensure our business success and enable better decision-machining.

Financial Operations

| 01 Dec, 2023