I build dashboards, financial reports and planning applications in SAP Analytics Cloud: from the data model and the forecast to the board pack.
The graphics on this page show typical workflows with made-up figures.
Reporting and planning share the same model, so actuals, plan and forecast match everywhere. Click a topic to jump to the matching section.
specific to hospitals
From the management cockpit to the detailed controlling report: clearly structured, with drill-down to the individual posting and consistent navigation.
The key figures from finance, HR and operations on one page, each with the variance to prior year, plan and forecast. Built for management, including the meeting on the big screen.
P&L, balance sheet, cash flow and working capital from one model. Anyone who questions a number can click through to the individual account. As a Sankey diagram, the P&L shows at a glance where the revenue goes.
Which unit contributes how much to the result? Multi-level contribution margins by department, cost centre or profit centre, including internal service charges and allocations.
Headcount, FTEs, turnover and sickness rate over time, by job group, unit or location. Plus structural views such as the age pyramid and catchment area.
Cases, case mix and length of stay, inpatient and outpatient, for somatic care and psychiatry. Plus bed occupancy and productivity per FTE.
Ready-made reporting packages for SAP SD, PP, PS, FI and CO that go live quickly and adapt to your own requirements. Also available as a mobile app.
Forecasts, budgets and sub-plans are created directly in SAC on the same model as reporting. Calculation logic lives in data actions instead of spreadsheet formulas, traceable and repeatable.
Project the current year realistically: actual months come from the system, and SAC projects the open months per account using a defined rule. Every forecast round is archived and stays comparable.
Sub-plans for activity, personnel, material costs and outpatient revenue, each with the right drivers. One click transfers the result into the P&L structured by the German hospital accounting ordinance (KHBV). The business plan follows from the planned activity.
Next year’s budget is derived from the final forecast, adjusted by growth rates or fixed amounts. The following years build on it. Top-down targets are distributed automatically across months, accounts or units.
Unit managers plan their part directly in SAC while controlling keeps the overview. Input rules, locks and comments make sure the result is a consistent plan.
Costs of central units are distributed by key to locations, companies or cost centres. The offsetting entry is created automatically, the total stays the same, and the allocation can be repeated any number of times.
Clean data models and targeted extensions are the basis for reports and plans that keep working well for years.
Good reports start with the model. I build the data foundation in SAP Datasphere, with CDS views or directly in SAC, with clean hierarchies, versions and a traceable origin for every number.
Where the SAC standard ends, I build custom widgets that match the requirements and the corporate design. Scripts turn stories into applications that are easy to use.
A large hospital wanted to bring reporting and planning together in one system. Board figures were to be available faster, and the business plan was to follow from the planned activity.
Planning in many spreadsheets, figures from different systems and board documents with a lot of manual work.
One shared model for actuals, forecast and business plan. Sub-plans for activity, personnel, material costs and outpatient revenue flow into the P&L at the push of a button. Plus a board cockpit covering finance, contribution margins, HR, activity and occupancy.
One set of figures for the board, controlling and the clinics. Questions in the meeting can be answered by drilling down to the account. The clinics plan their own activity, while controlling stays in charge of the plan.
From more than 30 projects in healthcare, pharma, automotive, manufacturing, trade and logistics.
Project management and development of several reusable Ready2Run products for SAP Analytics Cloud: business content, custom CDS views, data models and user-friendly applications and stories, including for the SAP modules SD, PP, PS, FI and CO.
Project management for the design and implementation of integrated planning and reporting solutions in healthcare: analysis of existing financial planning, model and report prototypes, and planning and reporting in SAP Analytics Cloud.
Datasphere data models replacing classic reporting structures: semantic models, master data views and currency conversion for the live connection to SAP Analytics Cloud. Plus coaching and enablement of the customer teams.
Review of existing SAP reports in a technology and electrical engineering company, replaced by custom CDS views, new stories and analytic applications. The goal was modern, maintainable standard reporting.
Introducing SAP Analytics Cloud in manufacturing and the automotive supplier industry: requirements, data models and data sources in SAP S/4HANA and R/3, and reports based on SAP SD and PP.
Preparing SAP data with CDS views, integration into SAP Analytics Cloud and a mobile reporting application with a strong focus on usability.
Custom widgets for every chart and widget the SAC standard does not offer, so that stories and planning applications match requirements and corporate design exactly.
30 minutes by video call, free of charge and without obligation. You can also simply send me a message.