A European industrial group undergoing a transformation with frequent changes in scope (acquisitions, disposals, restructurings).

The existing systems, separate and poorly integrated, did not allow for the efficient management of multi-currency entries or ensure consistency between actual and forecast figures during scope changes. The Finance Department lacked a stable overview despite the group's evolution.

Before implementing any tools, a clarification of the target architecture and a structuring of the principles for managing scope changes were necessary.

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The major challenge was managing scope changes in a transformation context: how to maintain consistency between consolidation and planning during acquisitions, disposals, or restructurings, when each scope change destabilized processes and historical comparisons?

In a group undergoing transformation with frequent transactions, separate systems did not allow for the rapid integration of new entities or the reprocessing of historical data to maintain comparability. Multi-currency entries added further complexity.

The objective was to build a platform that would:

• integrate consolidation and planning on a common data foundation,

• natively manage scope changes (entries, exits, restructurings),

• process multi-currency entries with reliable and traceable conversion rules.

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The group had just completed a significant acquisition and found that it took several months to integrate the new entity into the consolidation and planning processes. We were asked to build a platform capable of absorbing future transactions without disrupting operations.

Our work focused on:

• designing a unified data architecture to manage consolidation and planning on the same platform, eliminating manual reconciliations when scope changes occur;

• defining rapid integration processes for new entities using predefined templates, reducing the integration time from several months to a few weeks;

• implementing robust multi-currency conversion rules, with automated management of exchange rate differences and complete traceability for auditors.

The platform has since absorbed several scope changes without any disruption to operational continuity.

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