Annual operating plan & rolling forecast for automotive services business
Matasma engaged with one of the UK’s automotive service company to implement Annual Operating Plan and Rolling Forecast to reduce the lead time to 2 Weeks from 2 Months
Challenges
- 10+ workbooks integration required for the business planning, leading to 2 months planning cycle lead time.
- 5 mins to open the excel model to open large actual data sets
- Reconciliation was very cumbersome, due to change in the data structures, data transformation and data quality challenges
Our Approach
- Implemented Bottom Up and Driver Based Volume planning and price planning, along with the pipeline planning
- Driver-based workforce planning with the inclusion of scaling roles linked to revenue growth
- Implemented lease planning for the real-estate assets and offices
- Implemented Scenario Planning and Variance Analysis, Bespoke KPI Reporting (Customer, Departmental, Company, etc)
Delivered Outcomes
- Reduced the annual operating plan time from 2 months to 2 weeks due to integrated annual operating plan
- Reduced the rolling forecast lead time from 1 week to 2 days
- Automated data flow from the source systems to anaplan using cloud works for effective decision making process
- Anaplan became go to decision making platform for all finance and business teams.
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