In an era where agility and speed are essential in financial planning and analysis, organizations are increasingly seeking ways to streamline cumbersome Excel-based processes. This masterclass brings together finance leaders to discuss a compelling transformation journey. The panel explores how AMAG, Switzerland’s leading mobility provider, overcame the inefficiencies of siloed spreadsheets, shadow accounting, and technology isolation by implementing Acterys’s integrated planning solution.
The speakers—Reto Haupt, Financial Controller, AMAG Group, Eric Reyhle, SVP – Global Alliances, Acterys, Manuel Marcos, FP&A Transformation Expert, Acterys, and Kevin Appleby, COO & Podcast Host, GrowCFO—detail the deployment of a system combining Power BI, Excel, and Microsoft Fabric to deliver real-time data updates, slash planning time by 50%, and drastically improve data quality. Their insights highlight the power of integrating enterprise technology with finance operations, the impact on collaboration, and the lessons learned from leading a small team to measurable success within just five months. This session underscores the strategic importance of moving finance teams from manual, error-prone workflows to AI-ready, intelligent planning platforms that drive rapid and confident decision-making.
Highlights:
- AMAG Group reduced its budget cycle length by 50% through integrated planning technology.
- Transition from 500+ Excel files to a real-time, collaborative solution improved data quality and transparency.
- Implementation completed in just five months by a small, agile team.
- Acterys platform enabled seamless integration between Excel, Power BI, and Microsoft Fabric.
- The move fostered rapid, AI-ready decision-making and enhanced cross-functional collaboration.
