arcplan enables Five-Quarter Rolling Forecast at the Corporate Center's Controlling Department

Based on arcplan, UBS worked with the ontrix consulting company to build a recording and reporting environment that receives all data relevant to planning from a single multidimensional data bank. The controllers of the Corporate Center, thus, have a customized application at their disposal that helps them:

  • reduce the time spent on the planning process,
  • create multi-layered, meaningful reports,
  • improve the quality of information,
  • enable more reliable planning and,
  • improve control over the planning processes

"arcplan Enterprise provided the opportunity to present very complicated data structures in relatively simple and clear views. The application is always available to users, so that they can change or enter new data at any time. The application gives us higher quality information, which leads to more reliable planning and better control over processes."
Urs Hanselmann, Project Manager of Corporate Center Controlling

Areas of application – strategic and operative

The solution supports a five-quarter rolling forecast at the controlling department of the Corporate Center, ensures that planning periods are preallocated, and that extraordinary forecast values are traced back to their source.

Starting situation – planning the future more efficiently

The existing planning solution did not support continual revisions during the five-quarter rolling forecast: templates for data entry had to be adjusted manually for every subsequent month, which required a great deal of effort.

Benefits – efficient, structured, flexible

The arcplan solution has delivered multiple benefits:

  • Accelerated, transparent planning processes
  • Multilayered, meaningful reporting
  • Structured and efficient workflow
  • Simply better information quality

A successful project

UBS AG, ontrix GmbH and arcplan

UBS and the ontrix consulting company built a recording and reporting environment based on arcplan Enterprise, a process-driven analytics solution. It receives all data relevant to planning from a single multidimensional database.

"We benefited from the many years of project expertise of ontrix consultants who gave us professional and competent support in building the new data architecture," Urs Hanselmann, project manager of Corporate Center controlling at UBS explains.  "arcplan Enterprise provided the opportunity to present very complicated data structures in relatively simple and clear views," the project manager continues.

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