Pro Partners

Controlling that keeps pace with the growth of an investment holding

How an investment group unified controlling, reporting, and planning in Qlik

Centralized view of finance

1 solution for planning & reporting

Voice of the customer

Use cases

Technologies used

Qlik Sense

Inphinity Forms

Problem

Pro Partners Holding had long used Excel as its main tool for financial data, reporting, and planning. But as the number of subsidiaries grew and the group structure became more complex, this approach no longer met the needs of the holding’s management.

Excel could not provide a unified view of data, efficient work with different levels of detail, or sufficient support for planning and management decision-making. The finance department was burdened with manual work, while reporting was time-consuming and difficult to scale.

Solution

We centralized financial controlling, reporting, and planning across the holding into a single analytics environment. As a result, management gained a unified view of data, fast access to details, and significantly better support for decision-making.

Before

After

Solution

The added value of Qlik lies in the ability to look at finance from a global perspective and, within a few clicks, drill down to the full detail of an accounting case. This opens up incredible possibilities for future planning and management decision-making.