Customer & Employee Engagement

CFO Advisory & Consulting

Unbiased and fresh look at your company’s financial planning and reporting workflows.

Capptoo analyzes and optimizes controlling processes for financial planning and both management and regulatory reporting (Swiss GAAP FER, IFRS, HGB).

Goals

Shorter planning cycles
Higher accuracy, i.e. forecasts
Less effort and manual work
Much more time for analysis
Scenario planning / simulations
Scenario planning / simulations
State-of the Art FP&A software

Deliverables

Budgeting and Reporting Healthcheck through online surveys and interviews

Measure process maturities
Verify P&L/CF/BS flows
Identify double work / waste
Define areas for optimization
Quality and quantifying actions
Create roadmap for implementation

Request for Proposal & FP&A software / supplier evaluation

Survey all important participants
Create requirement document
Outline / Set-up a POC-light
Establish long-list of suppliers
Invite / guide through presentations
Evaluate and define short-list
Set-up POC or Hackathon
Evaluate approach, experts, software
Suggest two most viable candidates
Conduct reference calls / visits
Negotiate contract incl. T&Cs
Kick-off the project / verify

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Deep dive in Digital User Experience, creative web technologies and up-to-date strategies in web and beyond — see our blog ‣

Health-check your your budgeting & reporting processes

We use an integrated financial planning software

Not yet
We evaluating now / soon
We are thinking about it
Yes

32 companies in Switzerland have already passed our healthchecks

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“Capptoo supports us with ideation and strategic workshops to identify new ways to market our products; and support us through agile coaching to transform our business.”

Michal Myszkowski

Digital Transformation, MSD

9Top-notch experts

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“With the help of Capptoo we have transitioned from regular budget and forecasts to a rolling forecasting model. We more than halved our efforts and achieved a much higher accuracy. ”

Lucia Keller

Head of Controlling, SingTel

10Top-notch experts

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“Their mix of creative force and technical know-how makes the difference. Thanks to this combination, and due to their ability to scale (additional expats) immediately if required, Capptoo works not only fast but is also always spot on in the approaches”

Thorsten Dekker

Product Owner Optus

10Top-notch experts

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“For 3 years I am now working in a close partnership with Capptoo to support their cutting-edge Customer Experience Platform Screver. I have hardly ever seen a management team that is so driven and committed to provide high quality services to clients and perfectionism to their software stack”

Jan Keller

Program Manager, Google

9Top-notch experts

“

“Capptoo supports us with ideation and strategic workshops to identify new ways to market our products; and support us through agile coaching to transform our business.”

Michal Myszkowski

Digital Transformation, MSD

9Top-notch experts

“

“With the help of Capptoo we have transitioned from regular budget and forecasts to a rolling forecasting model. We more than halved our efforts and achieved a much higher accuracy. ”

Lucia Keller

Head of Controlling, SingTel

10Top-notch experts

“There is no single recipe for 100% efficient financial management, but we will certainly help you to secure your financial situation, harmonize the flow and bridge the gaps!”

Christian Fillinger — our Expert & CEO — is looking forward to discuss your opportunities

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