Valuation & Fairness Opinion
 

Imprimer Measuring and developing performance

Your challenges 

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Optimising the performance of an activity is naturally a top priority for a manager.Accurate performance and monitoring instruments, perfectly suited to the management model and the shareholders' expectations, are therefore essential.

 

Businesses attempting to ascertain whether their performance indicators are relevant often face the following main challenges:

  • Analyse the quality of financial information monitoring instruments,
  • Implement operational and financial performance indicators in line with strategic objectives,
  • Optimise production procedures of the strategic plan based on these indicators in order to improve production time and reliability,
  • Increase the accuracy of financial project valuations, to secure the project approval process,
  • Implement performance instruments suited to financially monitor each major project in order t oanticipate risks and increase the business' responsiveness.

Our solutions 

Our offer can therefore be summarised as follows:

Monitoring instruments

  • Preliminary review phase: analysis of the management model (strategic and operational objectives, roles and responsibilities), of the shareholders' expectations and of the various existing monitoring instruments and indicators,
  • Definition of indicators and of the format and frequency of reports, per activity and centrally,
  • Assign to each indicator a management level and a production manager,
  • Implementation of a system of reference enabling the distribution of indicator definitions and their methods of calculation in order to ensure internal consistency,
  • Definition of reporting procedures in order to guarantee:
    • Links with statutory or consolidated accounts,
    • Sound structuring of the different phases (budget, reports, updated estimates, etc),
    • Precise assignment of each person's responsibilities in terms of production and validation.
  • Draft of specifications for implementing or modifying the information system which manages financial data, including processing and feedback,
  • Assistance in monitoring the IS project.

Business Planning

  • Preliminary review phase
    • Analysis of the forecast model (strategic and operational objectives, shareholders' expectations, preparing basic data and analyses).
    • Review of various existing instruments and schedules related to forecast operations (strategic long term plan, middle term plan, budget, updated forecasts).
  • Interpretation and break down of strategic and operational objectives into clear financial objectives,
  • Methodology for setting main assumptions and procedures for validating said assumptions,
  • Review of validation procedures of the various parts of the business plans at each elementary level and the different stages,
  • Sensitivity analyses of the model according to the key parameters,
  • Validation of coherence with accounts.

Project valuations

  • Definition and help in choosing performance indicators for project profitability (ROI, ROCE, RONA, etc),
  • Validation of the forecast model,
  • Analysis of main assumptions and elementary costs with the relevant operational elements,
  • Identification of key parameters, of risks and opportunities and sensitivity analyses according to these parameters,
  • Balance sheet and income statement simulations,
  • Implementation of a project performance monitoring and reporting procedure to enable rapid identification of any potential issues.

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