Multinational Specialty Chemical Operator
Revolutionizing Financial Insights for the Founder, C-Suite and Investors
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Problem Statement
A global specialty chemical operator needs improved financial and business metrics visibility. The CEO and CFO require better insights into project execution and risk areas, cash flow etc., but the current accounting software is not BI-ready and restricts data extraction.
Old Architecture
Limited CFO/CEO Insight with Tally
Accounting on Tally with limited visibility for CFO and CEO.
Stale Data and BI Delays
Limited BI with stale data from XLS and PPT, causing delays in change requests.
Limited Cash Flow Planning
Limited cash flow planning & no scenario or contingency planning for Forex, interest rates, or project IRR.
Solution Summary
At StakeInsights, we understand the unique challenges midsize businesses face in today's competitive landscape.
Enhanced CXO Data Access
Developed a data warehouse to provide CXOs with financial and operational data, reducing reliance on accountants and minimizing delays.
Enhanced CEO/CFO Decisions
Better visibility for CEO and CFO to drive decisions based on current data, not stale information.
Boosted Marketability with Data
Enhanced marketability to investors, customers, & partners through advanced data architecture, governance, & BI.
Audit Trail for Stability
Added an audit trail to trace changes and eliminate unexplained metric volatility like EBITDA.
Our Workflow
DataCollection 1
Data Ingestion & Analysis
2
Review & Edit
3
Data Visualization on Dashoard
4
Schematic
ROI
Client could see ROI benefits within 3 months through the following channels:
ForecastingReduce the time spent on manual data collection and analysis
Cash flowsStronger control on cash flows means less peak debt required.
StrategyAgile management drives sales & strategy, using tools like Project IRR to set pricing based on cost of capital.
Showcase
Management Information System (MIS)
StakeInsights provides a detailed financial overview with key metrics and real-time insights into performance, gross profit, and profit after tax, along with executive comments for informed decision-making.
Summary Page & Discussion Board
We usually build our front-end dashboards in Microsoft PowerBI given its ubiquity in the enterprise space. However, we can work with any framework you prefer, including Tableau and QlikView.
Valuation & Competitive Analysis
Our platform integrates classic valuation methods and competitive benchmarks, enabling real-time, customized business valuations and strategic insights against competitors.
Management Information System (MIS)
Gain comprehensive insights into loan statuses and financial indicators through our MIS Trends feature, ensuring you stay on top of your financial landscape with actionable data.
Thank You
If you're ready to elevate your business, we’d love to connect. Let’s find the best solutions to drive your success.
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