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BARC Software Selection

Compact: Group Consolidation

In this 1-day workshop, our analysts help your team find the right consolidation software. Through a structured discussion, we define your business, technical, and organizational requirements. Then, using our BARC Scores, we identify suitable vendors for further evaluation.

We also recommend our add-on service, 'Shortlist: Group Consolidation'. This service provides a documented shortlist, including direct product comparisons from the perspectives of analysts and users, as well as an initial cost estimate.

Our consulting is tailored to end-user organizations. 

8.900,00 € plus statutory VAT

Why book this workshop?

First, we assess your current system landscape. Then, we work with you to identify your key requirements and business objectives to find the software that best fits your organization.

Together, we ensure that the solution aligns with your architecture and meets your current and future needs. This lays the groundwork for successfully implementing your new consolidation software.

BARC is the leading analyst firm for EPM offering unbiased and trusted advice with experience from over 1,000 software selection projects. We use data from the world’s largest user surveys on BI & analytics, planning, and consolidation. This gives you maximum confidence in your investment.

What’s included?

Workshop preparation

  • Define agenda, goals, and participants
  • Provide questionnaires to capture your requirements

Pre-work analysis

  • Current and target architecture
  • Software in use, e.g., BI, data warehouse, planning
  • Current and future requirements
  • Use cases and user profiles (numbers, groups, roles)
  • Issues and challenges with the current landscape or solution
  • Align findings and clarify additional information needs

Workshop agenda (5–6 hours, remote)

  • Introduce BARC’s proven software selection methodology
  • Define your current state, goals, and requirements across business, organizational, and technical areas. This includes key processes for reporting, planning, and consolidation.
  • Present an overview of the consolidation software market
  • Clarify your target architecture and discuss implementation options
  • Identify relevant products and analyze their strengths and weaknesses in relation to your goals
  • Recommend concrete next steps for your evaluation, based on our proven methodology
  • Share critical success factors from our project experience to help your success

Software Selection: Compact vs. Shortlist
Overview of services 

Scope of services Compact Shortlist
Preparation
Prepare the workshop ✓ ✓
Review existing materials for preparation ✓ ✓
Requirements workshop
Capture current state, goals, and requirements ✓ ✓
Provide a market overview of the relevant segment ✓ ✓
Discuss options for the target architecture ✓ ✓
Identify relevant vendors (no written documentation) ✓ ✗
Discuss focus areas plus vendor strengths and weaknesses ✓ ✗
Shortlist
Consolidate and document requirements ✗ ✓
Record reasons for exclusion when deriving the shortlist from the longlist ✗ ✓
Present strengths and weaknesses of shortlist candidates ✗ ✓
Provide license price indications where possible ✗ ✓
Results presentation
Present findings and align on key takeaways ✗ ✓
Documents
Relevant BARC Score ✓ ✓
Excerpts from the BARC Survey (if available for relevant products) ✓ ✓

Analysts

View profile
Harald Amann
Senior Analyst CPM & Legal Consolidation

Harald Amann is one of the most experienced consultants in German-speaking countries with a focus on consolidation under commercial law. He has been in the market for solutions in this area for 25 years, first on the customer side, later gaining experience with a variety of tools in this area such as SAP, IDL, Tagetik, IBM or LucaNet.

In management functions of various providers, he accompanied more than 50 companies in the implementation of modern solutions for consolidation and group accounting, but also integrated solutions for consolidation and planning.

As a BARC Fellow, he is responsible for this topic area at the leading European analyst for data & analytics and is also active as a book author.

View profile
Robert Tischler
Senior Analyst Data & Analytics

Robert is Managing Director and Senior Analyst at BARC Austria. His areas of expertise are analytics, BI and CPM.

He supports companies in all industries in software selection as well as in the design and optimization of strategy, architecture and organization.

Robert has many years of experience managing analytics and BI projects, hands-on expertise with many BI tools on the front end as well as the back end, designing, coaching and implementing reporting, analytics and planning solutions with a focus on self-service BI, information design and advanced planning.

FAQs

Please contact us via the contact form or reach out directly to Ricarda Stützel, +49 172 1544582.

We usually run workshops for up to six participants.

We offer workshops on-site at your offices or remotely.

We usually need three to six weeks' lead time to schedule. In some cases, we can support at shorter notice.

Workshops are usually offered at a fixed price and invoiced after delivery.
  • The level of customization for your organization
  • The delivery format: on-site or remote 
  • The time required for preparation, delivery, and follow-up 
  • The complexity of your current tool landscape 

BARC supports small businesses, mid-market organizations, and enterprises across all industries. We work independently of sector. To see companies we have worked with, explore our success stories.

Our Offering

One-day

Remote / On-site

English

8.900,00 € plus statutory VAT

What our clients say about us

Corporate-Outline_Person-neutral-Testimonial.svg
The BARC data culture workshop was very insightful, particularly the original industry survey results, which offered valuable benchmarks. It helped our participants gain a better understanding of how to measure and improve data culture, drive organizational changes, and become better data leaders. A great opportunity for organizations looking to foster a sustainable data culture and elevate their decision-making processes.
Dr. Wen (Jenny) Shi
Lead Data Scientist, zeroG
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