Streamlining the replacement process for a huge number of  financial reports and enhancing them by incorporating comprehensive organizational data.

A tech services organization is committed to improving financial reporting by integrating SAP with diverse data sources, establishing an advanced Key Performance Indicator (KPI) system.
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Technical services

Streamlining the replacement process for a huge number of  financial reports and enhancing them by incorporating comprehensive organizational data.

A tech services organization is committed to improving financial reporting by integrating SAP with diverse data sources, establishing an advanced Key Performance Indicator (KPI) system.

The organization relies on SAP as the primary ERP system, managing all financial data centrally. The SAP Business Warehouse (BW) reporting system is crucial for providing accurate information for effective organizational management. The organization have chosen Palantir Foundry to replace the conventional reporting system and enrich it with relevant data from all sources to create the organizational digital twin.

The organization depends on SAP as the primary ERP system, with SAP BW reporting crucial for accurate information in organizational management. Opting for Palantir Foundry aims to replace the conventional reporting system, enhancing it by integrating relevant data from all sources to create the organizational digital twin.

The challenge
  • The headoffice made the decision to switch towards a digital twin solution to center the operation towards operational excellence and create insight from relevant data from all available datasources.
  • Knowledge about Palantir was limited, a tight timeframe for the project created pressure and how to reduce the number of reports where employees worked on daily from more than 400 in the history grown number of reports.
  • Which tooling should we use from Foundry ordo we still need our current tooling from powerBi and Dash.?

Solution

  • Streamline report evaluation, conduct in-depth analysis, and collaborate with the business to determine minimal necessary reports.
  • Choose between low-code Foundry tooling for dataset-driven reports or high-end Foundry tooling for Object types.
  • Develop a professional data model to support report data.
  • Ensure continuous input from the business throughout the development process.

 

  • Decision was made to switch towards a digital twin solution to center the operation towards operational excellence.
  • Knowledge about Palantir was limited and there was a tight timeframe.
  • Reporting on the dataset or on the Ontology and which tooling should we use?

Solution

  • Streamline report evaluation, conduct in-depth analysis, and collaborate with the business to determine minimal necessary reports.
  • Choose between low-code Foundry tooling for dataset-driven reports or high-end Foundry tooling for Object types.
  • Develop a professional data model to support report data.
  • Ensure continuous input from the business throughout the development process.
The impact
  • The reporting system witnessed a significant enhancement by incorporating pertinent information from SAP, Salesforce, and various specialized datasources.
  • Both viewers and analysts benefited from the utilization of the low-code tooling, granting analysts considerable freedom and access to a broader spectrum of data.
  • The implementation of rich yet targeted reports contributed to an overall improvement in operational excellence, enabling better-informed management decisions.
  • The Foundry platform's robust security measures ensured detailed user access, reinforcing employee privacy.
  • Furthermore, the development of reports using Foundry laid the foundation for the platform's continuous evolution, presenting prospects for integrating (Gen)AI-driven logic.

The project

  • An agile project team was established, delineating a streamlined pipeline of responsibilities.
  • The process involved in-depth analysis of existing logic, followed by the creation of a robust data model to efficiently store pertinent data.
  • The development of a comprehensive data lineage (pipeline) facilitated the seamless loading of data into the established model.
  • Reports were then crafted through a combination of coderepo and Contour's low-code tooling, empowering analysts to acquire hands-on knowledge for future iterations.
  • The project culminated in a rigorous business acceptance phase, with any necessary rework undertaken to align with business requirements and ensure optimal satisfaction.

 

  • The reporting system witnessed a significant enhancement by incorporating pertinent information from SAP, Salesforce, and various specialized datasources.
  • Viewers and analysts benefited from the utilization of the low-code tooling, granting analysts considerable freedom and access to a broader spectrum of data.
  • The implementation of rich yet targeted reports contributed to an overall improvement in operational excellence, enabling better-informed management decisions.

The project

  • An agile project team was established, delineating a streamlined pipeline of responsibilities.
  • The process involved in-depth analysis of existing logic, with a robust data model.
  • The development of a comprehensive data lineage (pipeline) facilitated the seamless loading of data into the established model.
  • The project culminated in a rigorous business acceptance phase, to align with business requirements and ensure optimal satisfaction.