CFO BI reporting 3 Day Workshop

During the workshops organized by KPMG Data Intelligence Solutions team you will learn how to leverage Power Platform capabilities in order to:
• Calculate most critical financial KPIs related to the financial area, including working capital, cash conversion cycle as well as receivables, inventory and payables performance,
• Investigate the root causes of anomalies using drill down and drill through functionalities to the level of a single transactional line,
• Simulate changes in key components of the financial metrics,
• Enhance the finance processes through automation and notifications,
• Prepare intuitive, user friendly dashboards and reports,
• Understand the significance of data transparency and consistence of metrics calculation,
• Understand self-service and corporate BI concept.
Workshop’s agenda: DAY 1
1. Introduction: Get to know KPMG Data Intelligence Solutions. (estimated time: 0.5h)
2. Presentation of the PowerDive Working Capital/i> tool (3h):
• How it can benefit organization’s cash conversion management,
• Overview of the tool’s KPIs and metrics,
• Demo and presentation of core Power BI functionalities.
3. Enhancing finance processes through automation – real life scenarios leveraging Power Platform capabilities (3h):
• Budgeting,
• Dunning process,
• Internal communication tools.
4. How to get started with Power Platform: flexible licensing schemes and cost estimation (1h)
5. QA Session (0.5h)
DAY 2 & 3
Implementation of a Proof of Concept from PowerDive Working Capital solution (16h):
• Preparation of the data sources (flat files and file exports from internal ERP systems),
• Extract, Transform, Load (ETL) steps, introduction to the Common Data Model
• Presentation of the finished report in the Power BI Service
• Mobile functionalities: presentation of the report on portable devices.