Consumer packaged goods

Information technology

Situation
The client had developed a process for planning and managing a global portfolio of IT projects. The client CIO asked DSG to review the process from an external, leading practice perspective to identify areas where it could be improved. The client wanted DSG to focus on two specific areas: initial portfolio planning and ongoing portfolio performance monitoring.

Our solution
DSG assessed the portfolio management process utilizing a more effective methodology. A report containing: a definition of portfolio management to contextualize the review; a SWOT analysis of the client organization's process when compared with external examples of leading practice; and a specific method to critically review processes were accepted by client.

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Client Type: MAJOR RETAILER

Situation

Highly competitive environment had forced refocus of client’s operation into areas of competitive advantage. Key to this was the reporting cycle time and the management of inventory. Objective was to provide quality information in the shortest possible cycle time.

Solution

Time spent in regional centers during the monthly closing process was measured via initial activity assessment. Key areas of ad hoc analysis, and off system ledgers (e.g. inter-company) were measured for two monthly cycles. Calendar adjustments for tasks and employee training were part of the solution.

Client type: PETROLIUM DISTRIBUToR

Situation

Helped form the financial reengineering group to streamline closing, consolidation and financial reporting. As part of the drive to bring the close process from 20 days to 10, we focused on the reporting process to allow for more time for close and analysis.

Solution

Redesigned the close calendar utilizing activity based analytics and observation of key subsidiary/division financial close process. The work involved the prioritization of data/information necessary for reporting and the separation of management reporting from statutory reporting.