International professional services group engaged in fundamental reorganization of its operating model, transitioning from a geographical zone structure to a business segment organization.

Existing analytical dimensions, aligned with the former organization, could not support performance management according to the new segment logic. Manual budget processes extended cycles and Executive leadership lacked segment performance visibility.

Before technology selection, the priority was clarifying the new analytical structure and securing stakeholder alignment.

The critical challenge was organizational transformation management: how to restructure analytical dimensions and budget processes to support transition from geographical to segment logic, without losing management continuity during the transition?

A reorganization of this magnitude required redefining management responsibilities, revising performance indicators, and managing a transition period where two views had to coexist. The risk was losing performance visibility for several fiscal years.

The objective: build a system enabling:

• Dual-view analytical structure supporting both geographical and segment perspectives

• Accelerated budget cycles through automation of collection and consolidation

• Clear performance visibility by segment from day one

We engaged when the reorganization had been announced but Finance had not yet begun adapting management tools. The urgency was defining an analytical structure compatible with both former and new organization, ensuring transition continuity.

Our engagement encompassed:

• Designing a dual-view analytical model (geographical and segment), enabling historical comparison while immediately managing by segment

• Accelerating budget cycles by automating data collection and consolidation, freeing time for segment performance analysis

• Supporting change management with country and segment CFOs, each needing to appropriate new management tools

The first segment-structured budget was produced within four months, while maintaining geographical comparison capability.