CASE STUDY

Strengthening Financial Visibility Across a Newly Combined Global Organization


MARKETING SERVICES | BRAND PRODUCTION | BOARD

 

 

 

 

 

 

Background

Propelis was formed through the merger of SGS & Co and SGK, bringing together complementary capabilities in packaging graphics, brand development, and marketing production. As the newly combined global organization aligned its operations, it sought stronger financial planning and reporting capabilities to improve visibility, support integration, and enable continued growth.

 

“ We spend a lot less time making sure the data is correct and a lot more time analyzing it, freeing up finance to focus on higher-level analysis that drives new business insights and efficiencies. ”


- Rebecca Gordon
SVP, Finance

 

Challenge & Approach

As Propelis transitioned from regional reporting to a global line-of-business model, leadership needed clearer visibility across services, clients, and markets. Reporting and planning relied on separate Power BI views, Excel-based processes, and legacy SAP BPC, creating fragmented data and recurring reconciliation work.

Following a formal RFP and proof-of-value process, Propelis selected Board and CFO Solutions to deliver an integrated reporting and planning environment with key metrics dashboards, allocation logic, and connected financial and operational data.

 

Value Delivered

Propelis established a single source of truth for financial reporting, sales reporting, and client profitability, improving consistency and reducing reliance on disconnected systems. The framework scaled to accommodate SAP-based data from SGK as the organization grew to roughly twice the project’s original scope. Leaders can now access and interpret results more independently, allowing finance teams to spend less time validating data and more time on higher-value analysis and business insights.



SOLUTIONS DELIVERED

  • Planning & Forecasting

  • Financial & Sales Reporting

  • Client & LOB Profitability

  • Allocation Modeling

  • Management Dashboards

 

CLIENT SNAPSHOT

  • 10,000+ employees

  • 30+ countries

  • 2,000+ global brands

  • 350+ licensed users
marketing page hubspot (6)

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Jennifer Buchanan, Partner at CFO Solutions and Infor Practice lead, providing strategic leadership in performance management.

Jennifer Buchanan
PARTNER, CFO Advisory Services