OptiTim Consulting has transferred Skillbox to Optimacros

2024: Automating the Budgeting Process

IT company "OptiTim Consulting" has automated the budgeting process using the Optimacros platform at Skillbox. Thanks to this system, the client accelerated the preparation of a consolidated version of financial results, and employees gained access to a single storage location. OptiTim Consulting announced this on October 24, 2024.

Skillbox holding is rapidly developing. The amount of data that is important to consolidate is also growing. In this regard, there is a need for a unified system for flexible and transparent management of actual data and budgets of all business units.

Шаблон:Quote 'author=said a representative of Skillbox.

The work started in August 2022, and already in December, on the basis of Optimacros, the client received a single system for managing the actual data and budgets of business units. The operations that the finance department used to carry out in separate files are now carried out in a single interface. All changes are reflected in the system in real time. Centralized loading, adjustment and analysis of the impact of the fact on all business units of the company became available, and it became possible to carry out a plan-fact analysis to individual centers of financial responsibility.

The company has a fairly short closing date for the reporting period, there are established deadlines on the part of shareholders. To speed up reporting and speed up management decision-making, OptiTeam has created flexible forms for P&L and CashFlow reporting. You can now generate reports on budget and actual data with varying degrees of detail - up to business units or financial responsibility centers. In general, thanks to the project, it was possible to free up to one working day to assemble the consolidated version of the statements.

Skillbox was important to keep the company's report form. Therefore, the project team has developed a tool for uploading data from Optimacros to familiar templates, predefined according to corporate requirements. Now the business user receives a reporting set within a few minutes, ready for subsequent sending to headquarters.

We plan to introduce Optimacros into other departments of the company so that key business processes proceed in a single system. We are grateful to OptiTeam for transparent statuses for work and further steps. The integrator team quickly took into account the comments that appear during the system implementation process and connected to solving complex issues, and also told us the most optimal solutions, commented on the representative of Skillbox.

After completing the main project, praising the performance of Optimacros, Skillbox decided to automate a number of more processes. So the project was developed for several more months and ended in May 2023.

With the help of Optimacros, the management of the holding's staff was optimized. With the advent of this platform, it became possible to work with several scenarios for predicting PHY and choose the optimal staffing plan, coordinating it with budget data.

Skillbox employees use Optimacros on a daily basis. The company's specialists perform technical support for the software on their own.

The move to Optimacros was a major step. Skillbox employees have a single space for managing the fact and budget of all business units, and management has a tool that allows them to quickly make management decisions, which is an important competitive quality in market conditions. Although the project was implemented by a relatively small implementation team, thanks to prompt feedback from the customer team and an effective approach to testing, key developments were put into operation as soon as possible, added Ilya Stepanov, project manager of OptiTim Consulting.