Process optimization in controlling.

Process optimization in controlling - increase efficiency, improve decisions.

In today’s dynamic business world, medium-sized companies are under enormous competitive pressure.

At the same time, the demands on finance and controlling departments are growing. They are not only expected to deliver precise figures, but also to act as a strategic partner to company management. Traditional working methods often reach their limits here. This is precisely where process optimization in controlling comes in.

This approach goes beyond the mere preparation of reports and ad hoc analyses. It is about integrating all controlling activities into efficiently designed processes that not only save resources but also significantly improve the quality of the information provided. Well-optimized controlling makes it possible to focus on the really relevant tasks: strategic planning, sound management and support for important business decisions.

Our mission is to help you make your controlling future-proof and efficient. With our extensive expertise and proven methods, we analyze your current processes, identify potential for improvement and implement practical solutions.

Whether it’s shortening planning cycles, maximizing the benefits of analyses and reports or reducing the costs of controlling activities, we offer you tailor-made support that delivers directly measurable results.

More efficiency and better decisions.

Standardized and automated processes make better use of capacities, eliminate redundant work and reduce the costs of controlling activities.

Standardized and optimized processes result in more precise analyses and meaningful reports. This minimizes sources of error and increases the strategic benefit of the information provided.

Basic knowledge about process-oriented controlling.

What is process-oriented controlling?

Process-oriented controlling is an approach that systematically integrates controlling tasks into structured processes. The aim is to design tasks and processes efficiently and to focus on value creation rather than just managing figures.

The areas of responsibility of process-oriented controlling.

It comprises the planning, management and monitoring of controlling processes. This includes optimizing planning processes, monitoring capacities and evaluating the usefulness of reports and key figures for management.

This increases efficiency in controlling.

Efficiency is achieved through the standardization and automation of processes, a clearly defined distribution of roles and the consistent examination of reporting structures for their added value. Only relevant and meaningful data is used in order to minimize effort.

The importance of reporting in process optimization.

Lean, process-oriented reporting concentrates on providing information that is really needed. Regular evaluations help to eliminate superfluous key figures and focus on relevant indicators that directly serve corporate management.

Our 3 phases for optimizing your controlling.

01

Planning of controlling processes.

Optimization of all planning processes in terms of planning period, planning costs and planning quality.

02

Management of the controlling processes.

Process-oriented controlling means a sustainable consideration of the parameters of controlling costs and controlling capacities with a clear view to being able to weigh up the costs and benefits of analyses.

03

Reporting of the controlling processes.

Lean reporting can only be achieved through consistent alignment with controlling processes. Unnecessary reports, key figures and reporting structures must be permanently reviewed with regard to their informative value and management benefits.

This is how process-oriented and optimized controlling helps you.

Time and cost savings.

Lean, optimized processes in controlling allow you to reduce time-consuming manual activities and minimize sources of error. Automated workflows and clearly defined task areas reduce your process costs and speed up processing.

Increasing the quality of decision-making.

Optimized controlling processes ensure consistent and precise analyses. This gives managers the information they need to make informed decisions and react flexibly to changes in the market or within the company.

Increased efficiency and transparency.

With clearly structured processes and process-oriented reporting, you create transparency about the performance of all areas of the company. This promotes efficient resource management and strengthens confidence in your controlling department as a strategic partner for company management.

Frequently asked questions.

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Process optimization helps to make controlling tasks more efficient, faster and more cost-effective. It eliminates redundant work steps, improves the quality of analyses and reports and ensures that controlling can act as a strategic partner to company management.

Typical starting points include planning processes, reporting, data preparation and analysis as well as interfaces with other departments. The introduction of automation and the improvement of collaboration can also offer optimization potential.

The duration depends on the complexity and the objectives. Small optimization projects can be completed in a few weeks, while more extensive redesigns, e.g. with the introduction of new tools, can take several months.

Modern controlling tools such as Power BI, Tableau or ERP systems are crucial. Automation solutions, data warehouse systems and artificial intelligence can also be used to process data efficiently and accelerate analyses.

Success is measured using KPIs such as time savings, cost reduction, data quality and internal customer satisfaction. Regular reviews and feedback from users help to ensure long-term benefits.

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