From Excel to Integrated Financial Planning at RheinEnergie
RheinEnergie AG, one of the leading energy providers in the German state of North Rhine-Westphalia, set out to digitise its financial planning as part of a comprehensive transformation project. The company-wide migration from an older SAP system to SAP S/4HANA presented an opportunity to fundamentally rethink planning. Previously, financial planning was primarily carried out using decentralised Excel files, which led to poor data quality, time-consuming manual processes, and a lack of transparency. RheinEnergie recognised the need for an integrated EPM solution to enable efficient and high-quality centralised planning.
The aim of the project was to implement a centralised planning platform based on Jedox for cost centre, cost type, and profit centre planning. In the medium term, the application is also intended to support balance sheet and cash flow planning, as well as further modules. Particular focus was placed on improving the quality of
planning data and automating interfaces to the SAP system.
The project was embedded within the SAP migration and therefore had to contend with ongoing structural changes and system adjustments. In parallel, data structures and source systems – particularly SAP S/4HANA, SAP BW, and Tableau – were redefined, adapted, and integrated.
Find out all about the highlights:
Quality Improvement: Data quality and planning depth have significantly improved
Increased Efficiency: Uploads to the SAP system are now automated with a single click rather than manual
Validation & Transparency: Centralised reports and workflows enable structured review and approval of plans
Successful cooperation as a key factor for project success
A globally active company with over 400 employees, Jonas & Redmann was looking for an optimised solution for financial planning and project controlling. The choice of software platform was made in favour of Board, which impressed the customer with a perfect combination of planning and reporting as well as a high degree of flexibility.
bdg and alstria have developed a tool for property valuation using the discounted cash flow (DCF) method to enable alstria to valuate its property portfolios more efficiently, quickly and cost-effectively – the volumes of data were simply no longer manageable in Excel and the processes were extremely time-consuming.
The bdg and EOS project aimed to establish an integrated financial accounting system through automation and process optimization that minimizes manual effort, improves data consistency and reduces the susceptibility to errors. Since the performance management software Jedox was already in use in several corporate departments, the high flexibility of the application should also be used for this project and the new solution should be integrated into the existing application landscape.
