Giulio Maresca

A leading software  and software services provider was moving from traditional software revenue recognition based on licensing to new ways of recognizing revenue based on usage, cloud services and so forth.  Furthermore, the company has online ads revenue from its search engine.  Therefore the client requested to assess and map all revenue systems currently in use in the division and propose a plan to reduce and rationalize the number of revenue systems.

Business Results

• Proposed a common data model for revenue recognition – Corporate assumes responsibility versus divisions
• Proposed to streamline number of revenue recognition applications (Consolidate and manage by trigger)

The client, a regional utility company,  was undergoing a financial transformation program that included the redesign of the reporting architecture.  My team led the analysis and conceptual design of the reporting architecture which included the definition of a financial data mart to collect in one place all financial information for reporting, and the definition of multiple Hyperion Essbase cubes to manage the reporting of different areas of the business.

Setup a Pentaho Business Analytics demo environment to present an open source solution to manage business intelligence and business analytics to prospect clients.

My team assisted a national insurance company’s finance organization to evaluate and improve its financial planning and performance management capabilities. The initial phase of this effort involved close cooperation with the P&C, Life, and Corporate controllers to:

• Review client’s KPIs/drivers to-date and recommend enhancements
• Assist with design of interim non-automated Executive Dashboard report
• Develop design & business case for automated dashboard tool
• Create an online prototype to illustrate dashboard design
• Review current planning & forecasting process and identify quick hits
• Develop high-level design of planning & forecasting (P&F) process

We developed a sophisticated Hyperion Essbase prototype that led to the following results:

• Assessed tools and technical options for implementing a production solution
• Designed, developed, and tested web-based dashboard for displaying key metrics
• Prepared proof of concept for executive presentation

End-to-end implementation of a management reporting application for a leading Italian apparel manufacturing company.  The project included the analysis, design, build, test and deployment of a complex management reporting model to measure the financial performance of all brands and collections owned world-wide by the company.

A leading multinational insurance company needed to reorganize the strategic reporting to track the key metrics that were critical to measure the overall performance of the business.  Therefore, we designed the concept of a Kaplan-Norton Balanced Scorecard tailored for the insurance business.  The results was the definition of a balanced set of key performance indicators that allowed the client to effectively measure financial and operational performance.