industry
Business Services

Juice bar needs scalable platform to squeeze more out of its people, processes, and technology

Key results:
  • Defined KPIs to improve business performance analysis and drive actionable insights
  • Optimized processes for order-to-cash, procure-to-pay, and record-to-report
  • Built new data warehouse to improve and optimize data workflows
Value levers pulled:
  • Stakeholder reporting and KPI development
  • Finance & Accounting processes enhancement
  • Corporate performance management system recommendations and implementation roadmap
  • Clean, validated data accessible in real-time

Picture this...

You’re an on-the-rise European-based juice bar & café preparing for a future IPO. To be ready, you need to enhance your scalability, reporting, and analytical capabilities. You have identified that pain points across the business are caused by manual processes, underutilized & homegrown systems, and disjointed data, but you don’t know how to cohesively solve these problems to enable business scalability and actionable, data-driven insights.

You turn to Accordion.

We partner with your team to:

  • Identify KPIs relevant to measuring the performance of each business function by compiling KPIs, pinpointing KPIs critical to the success of strategic initiatives by functional area, and developing Driver Trees to link value creation drivers to critical KPIs and operational levers.
  • Complete an initial design & solution phase to document future state business processes, scoping & selection of a close tool, rationalized chart of accounts & reporting dimensions, and related system requirements by leading requirements-gathering and process-mapping workshops, designing and delivering visuals of future state workflows and technology interconnections, facilitating close tool selection, ensuring business needs are satisfied, redesign the chart of accounts and reporting dimensions to enable more complete and accurate financial data, and developing an ERP optimization roadmap to unlock the platform’s full value and capabilities.
  • Understand planning and reporting business requirements and develop a roadmap for a CPM solution by conducting workshops to understand the current planning process (including budgeting, forecasting, and long-range strategic plans), identifying pain points to inform future state requirements, and aligning CPM system recommendations with business needs to develop implementation roadmap.
  • Evaluate the tech stack and optimize the data and system architecture by mapping the data and system architecture to illustrate the reporting lifecycle from source data to dashboard and reporting outputs, evaluating the tech environment capabilities and recommending solutions that will effectively empower the business to achieve its objectives, and building a data warehouse capable of handling the business needs to enable scalability and efficient, fluid data workflows.

Your value is enhanced.

You have mapped out your future state and are prepared to continue the transformation journey that will enable the business to: 1) seamlessly scale, 2) effectively leverage new and existing technology to drive efficiencies and optimize key business processes and 3) enhance leadership visibility across the business.

Enhanced value:

You reap multiple benefits, including:

  • Defined KPIs to improve business performance analysis and drive actionable insights
  • Optimized processes for order-to-cash, procure-to-pay, and record-to-report
  • Built new data warehouse to improve and optimize data workflows
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