Budgeting and Planning At Royal Bank Of Scotland

Project goal

Implement a Budgeting, Forecasting and Planning solution across key business divisions of a global banking giant.

Project details

The client was midway through the rollout of a Budgeting and Planning application across its business divisions. The consultant's role in this project was the following:

• Assist in designing OLAP hierarchies for Budgeting, Forecasting and Planning
• Analyse requirement for the security layer
• Build reports for various divisions in the INEA end user tool
• Build reports in Microsoft Excel for Wealth Management
• Reconcile outputs back to General Ledger totals.

Project outcome

By the end of the assignment the client had made significant progress towards the rollout of its Budgeting and Planning tool across the bank.