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Implementation of management control in a multi activity SME

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Context

  • SME operating in the environmental sector with a core business and related activities
  • Existing accounting department, but few tools for monitoring financial and operational performance

Objectives

  • Obtain a precise and consolidated view of the financial and operational performance of each activity, enabling analysis of the overall profitability of the company
  • Improve the financial culture within the company

Deliverables achieved

  • Internal management control files (e.g. cash flow tracking, volume flow tracking, etc.)
  • Financial and operational dashboards in Excel that are easy to use and update
  • Training of the teams on the use of new tools

Key success factors

  • Quick adaptation to client tools
  • Pragmatic, progressive and iterative approach
  • Indicators adapted to the client’s maturity level and available data
  • H4 Partners’ experience in implementing reporting and finance processes in SME

Tools used

  • Excel

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