The client I worked with did not have visibility into their budget and forecast comments directly in Apptio and when they wanted to view the detail behind a line item, they would have to go into SAP and run another report to export that information. They wanted to be able to see this information in Apptio but due to the way Finance operated, comments were later appended into Apptio with a separate file and they had no way to view the comments with the respective CC and accounts on 1-1 basis. We created a process that I have outlined in the case study where they can now view comments aligned to the budget and forecast. With the reporting we have built out, they have the ability to view comments from Finance and the CC owners can then comment on the variance within Apptio. Additionally, the client was facing a problem with their ability to validate company wide source financials with their Apptio model. Each month their TBMAs would have to export a large SAP file with all company financials relating to IT and filter down to view the costs to validate. This report export process and the manual filtering and formula writing in excel took their TBMAs a large amount of time and they asked us if we could configure a solution to help solve this issue. 

Attachment(s)

Case Study Daugherty.pptx   287 KB 1 version

Excellent, @Blase Daugherty 

We are addressing similar issues ourselves.