Many requirements
Interviews captured needs from planning, control and finance.
GS Inima OPEX Report
GS Inima’s planning and finance teams needed to track operating expenses against targets across the holding and its units. The report offers an overview, a comparative view and a detailed drill-through, built from interviews with each analyst and coordinator.
Every stakeholder, a different question.
Analysts, coordinators and finance leaders each needed different cuts of OPEX — by area, unit, cost center or material — with justifications for deviations.
Budget vs actual
Deviations had to be obvious, month by month.
Drill-down
From the holding view down to supplier and material.
Requirements into views.
01
Interviews
Requirements collected and validated per stakeholder.
02
Feasibility
What the data could and couldn’t support, flagged early.
03
Views
Overview, comparative and detail pages.
04
Iteration
v2 adjustments after stakeholder review.
Where the money goes.
Big numbers for period and annual totals, target vs actual charts, a five-year history, top deviations and color-coded comparative tables with justification entries.
Control with context.
Instant deviations
Over- and under-budget items stand out.
Accountability
Justifications captured next to the numbers.
One source
Holding and units in a single report.