Scope of work

What can we build or change?

01 / New solution

A solution built from scratch

  • A new model, e.g. to assess the profitability of a new business line
  • A supporting module for a new task, e.g. allocating shared costs
  • An Excel template, if the team needs a separate tool
02 / Adapting to change

Rebuilding an existing solution

  • Changing the model after a reorganization or a new company joining the group
  • New calculation rules after a change in allocation policies
  • Adapting reports to a new structure of responsibilities
How we work

From a new need
to a working solution.

  1. 01

    We get to know the process

    We establish what has changed or which process needs to be created. We check which data and parts of the current model can be reused.

  2. 02

    We design the solution

    We agree on the data layout, the calculation logic and how users will work.

  3. 03

    We test it on an example

    We test the model on sample data and agree on any fixes before handing it over to the team.

FAQ

Questions about models and templates.

Can you adapt an existing model?

Yes. We can rebuild the model after a reorganization or a new company joining the group, introduce new calculation rules after a change in allocation policies, or adapt reports to a new structure of responsibilities. We start by checking which data and parts of the current model can be reused.

When is a model in Fincorex® the right choice?

When many people need to use the solution at the same time and the data should be in one place. Fincorex® updates data in real time, lets many people work on the same forms and gives each person access only to the data they need. An Excel template works well when the team needs a separate tool.

Can you prepare a separate supporting module?

Yes. We can prepare a module for a new task, e.g. allocating shared costs. Supporting modules can run on their own or complement controlling and consolidation in Fincorex®.

How does work on a new solution look?

In three steps. We get to know the process and agree on what needs to be built. We design the data layout, the calculation logic and how users will work. Finally, we test the model on sample data.

Will we check the solution before it goes to the team?

Yes. We test the model on sample data and agree on fixes together. The team receives the solution only after this stage.

Can a model in Fincorex® work with Excel?

Yes. Fincorex® is integrated with MS Excel, and you can also make model data available in Power BI through the connector.

Show us your process.

Tell us what has changed in your company or which process you want to launch.

Let’s talk about your solution