Pro Partners

Controlling that keeps pace with the growth of an investment holding

How an investment group unified controlling, reporting, and planning in one environment.

Centralized view of finance

1 solution for planning & reporting

Slovak Republic

Financial Services

500+ employees

Voice of the customer

Radovan Parilla

Investment Analyst

Use cases

Financial controlling at holding level

Financial data analysis for management decision-making

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

EMARK helped Pro Partners Holding centralize financial controlling, reporting, and planning across the holding into one governed environment. As a result, management gained a unified view of data, fast access to details, and better support for decision-making.

Before

Limited unified view of financial data across the holding
Excel as the main tool for controlling and planning
Time-consuming preparation of management reports
Complex work with details and analytical views

After

Fast transition from aggregated results to detailed financial data
Centralized financial controlling at holding level
Unified planning across companies within the group
Clear management reports available online

What we delivered

Unification of planning processes across companies within the group
Unified environment for financial controlling and management reporting
Planning and data input introduced directly into the controlled planning process
Support for management reporting, including profit and loss statements and balance sheet views
Creation of key performance indicator dashboards tailored to different industries within the holding

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.

Radovan Parilla

Investment Analyst

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