Implementation of the "Plan-fact" system

Implementation of a system to control the achievement of the company's financial performance

Implementation of the “Plan-fact” system

NDA

Before work, we sign an NDA - a non-disclosure agreement for confidential information

The system helps:

to control the execution of tasks, to what extent they behind or are ahead of the plans

motivate the staff: improves interest in the fulfillment of ideas expressed by the manager

teach the staff to show correct data in Excel or special programs

System advantages:

saving the time of the owner and the staff

automatic indication of how the company budget is executed at the level of real figures

Stages of work

Fixation of the company's plans for the current period

Creation of an automatic "Plan-fact" system

Implementation of the "Plan-fact" system

Instruction of the staff to work with the "Plan-fact" system

As a result, the company receives:

  • The "Plan-fact" in Excel or a special program (Qlik Sense)
  • Report samples
  • Dashboard of analysis figures
  • Forecast of company's activity
Results for the company

Project implementation period

4 weeks

Project price

€ 2,500

Get a consultation

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Cases

Accompanying the owners

Financial productivity

Fund raising

Financial efficiency
How the audit discovered a mistake where the reported profit was 100 times overstated

Profit before the audit

1345%

Real profit

14%

25 Dec 2022
How the audit discovered a mistake where the reported profit was 100 times overstated
Further  
Financial efficiency
How we eliminated cash deficiency by means of a payment schedule

Company's turnover

80K €/month

Saved current assets

25%

12 Jan 2023
How we eliminated cash deficiency by means of a payment schedule
Further  
Financial efficiency
How the audit discovered a mistake where the reported profit was 100 times overstated

Profit before the audit

1345%

Real profit

14%

25 Dec 2022
How the audit discovered a mistake where the reported profit was 100 times overstated
Further  

My speeches

I often share my experience and publish useful articles in industry periodicals and appear on radio as well.