Finance & Operations Transformation
From numbers to
control.
We assess your finance organisation on the facts, turn that into a prioritised plan — and implement it with you. Until the month-end close holds, liquidity is planned ahead, and the numbers carry the steering.
Assessment is the structured start. The value is created in the implementation.
Starting point
Having numbers is not the same as being able to steer.
The close comes late and costs the same manual effort every time. The liquidity view is an estimate. KPIs are built in Excel, and everyone calculates them slightly differently. Anyone running a group receives a different format from every entity.
This is rarely a people problem. What is missing is a basis everyone can rely on — and someone who builds it and stays until it runs.
Approach
Three steps, always in this order
Identical for companies and investors — only the perspective changes.
- 01
Assessment · SCALVIA Compass
Maturity of finance & operations across six dimensions, scale 1 to 5, current profile against a target band. Plus an honest review of where AI already delivers today and where it has the greatest leverage.
Outcome: a report with current and target profile, named risks and data gaps.
- 02
Plan
The report becomes a prioritised roadmap: the largest gaps first, quick wins named, sequence and ownership defined — at entity and at group level.
Outcome: an action plan with clear priorities, agreed with your team.
- 03
Implementation · Command · mind:raum
We implement rather than hand over. Close, reporting, forecast and KPIs are built inside the company, and the teams are trained — in the tools and in using AI. Command then carries the ongoing steering, mind:raum the human side.
Outcome: standards that run in day-to-day operations — and a team that carries them.
From the assessment
The maturity profile
Six dimensions, each on a scale of 1 to 5. The current profile is set against a target band — and that determines the order of measures. Hover over a dimension to see what it covers.
- Finance
- Earnings and margin steering, reporting maturity, KPI transparency, planning and forecast.
- Processes
- Standardisation and efficiency of finance processes, the monthly close, media breaks and manual effort.
- Operations
- How finance and operations interlock, operational measures such as order backlog and utilisation.
- Systems
- System landscape, integration and interfaces, the number of tools and the breaks between them.
- Data
- Data quality and structure, availability, a single source of truth instead of isolated solutions.
- Automation
- How far manual work is automated and how AI is used today — the bridge to AI readiness.
Outcome
What is different afterwards
Not concepts, but conditions you notice at month-end.
The close holds
A standardised process with accruals and cut-off — predictable instead of improvised each time.
Liquidity is anticipated
Rolling forecast over 1, 3 and 6 months, at entity and group level.
Margins are traceable
Project progress and WIP properly calculated, order book visible with margin and cash.
KPIs support decisions
One KPI framework from single entity to group — granular, but not arbitrary.
Reporting fits the governance
One architecture instead of many formats. Less reconciliation, less rework, consistent data.
The team carries it
Standards documented, ownership handed over. The teams are trained in the tools — and in using AI in day-to-day finance work.
Tools
Three tools, one path
All three are open to companies and investors alike — selectable individually, building on one another.
SCALVIA Compass
Maturity and AI-readiness analysis across six dimensions. Interviews, review of documents and financials, analysis of accounting data.
- From a quick review in hours to a full analysis over weeks
- Benchmarks from the industry and comparable companies
- Report, target picture and prioritised action plan
SCALVIA Command
The finance cockpit for companies that do not want to start their own BI project: existing data brought together, turned into KPIs, reports and decision papers.
- Interface, data warehouse or upload of the trial balance
- P&L, liquidity, working capital, monthly reports
- Hosted in the EU, GDPR-compliant, client separation
mind:raum
The human side of transformation. Used where change depends on people — not as a separate programme.
- Team development through the transition
- Building and strengthening the management team
- Selecting suitable candidates, 360° diagnostics
Who for
Two perspectives on the same path
The approach is identical. What differs is the goal it is measured against.
Becoming steerable
Measured by whether management, bank and shareholders can work with the numbers — and whether the team runs the operation itself afterwards.
For companies For investorsMaking it comparable
Measured by comparability across the portfolio, by demonstrable value creation, and by numbers that stand up to due diligence.
For investorsSelected work
From the implementation
Selected projects — clients anonymised.
Financial reporting after the carve-out
Automotive supplier separated from a group: group accounting manual under IFRS, statutory and group accounts rebuilt, treasury across 33 accounts at ten banks.
Group-wide data warehouse with Power BI
Reporting, data and steering landscape of a group analysed, KPI definitions harmonised, a group-wide data model with Power BI built — and stakeholders in the business and management trained on it.
Close and liquidity stabilised
Five entities in three countries: close process standardised, PoC and WIP logic defined, a rolling liquidity forecast and a group KPI framework introduced.
Where does your finance organisation stand today?
A 30-minute introductory call — no obligation, with a first read on your maturity.
SCALVIA — Built to Change.