Expert support to develop and secure your group information systems
Group Information Systems
Primexis assists French Finance departments in transforming their group information systems, in particular, with EPM solutions dedicated to consolidation, reporting, budget, and performance management.
Our functional and technical consultants work on every phase of the project: defining, selection assistance, design, roll out, application upgrades, and continuous optimization.
Thanks to our profound understanding of business challenges and thorough command of the market’s leading software, we design reliable, scalable solutions that are tailored to your organization, strengthening the performance of your finance function and ensuring the long-term viability of your management tools.
Your Challenges
Would you like to select a new consolidation and reporting platform or implement a new EPM solution? Do you need assistance from a functional and technical team to scope a project? Do you want to upgrade your current application or ensure the scalability of your EPM solutions? Do you want a ready-to-use consolidation and reporting system? Would you like help maintaining your application?
Primexis provides its technical and business expertise to make your EPM solution a true management tool.
Group EPM Solutions Integration
We can take care of all or part of integrating your new EPM solution, from initial design to roll out, guaranteeing a secure, reliable production launch that is perfectly aligned with your finance processes.
Our areas of expertise
- EPM platforms for consolidation & reporting
- Disclosure management including ESEF/iXBRL production
- BI and Dashboarding: Power BI, data visualization, and analytical models
- Solutions for monitoring rental contracts (K-IFRS 16)
- Budget preparation and financial planning tools
Our software partners: SAP, Anaplan, Shuttle, Tagetik, Board, Invoke, Power BI, Vena Solutions, DataBlend, and Pigment
Functional Specifications Assistance
Our consultants, with their dual industry and technical expertise, assist with the entire cycle of your EPM projects providing methods, structure, and functional expertise from the design phase to product launch.
Our assistance services:
- Tool selection assistance and project scoping
- Preparing specifications and statements of requirements
- Producing general and detailed functional specifications
- Performing documented functional and acceptance tests
- Recovering and improving reliability of historical data
- Change management assistance: documentation, user support, training, and dry runs
Our areas of expertise
- Normative and regulatory developments impacting finance systems
- Changing EPM solutions or migrating to a new platform
Application Maintenance & Upgrades
We manage and upgrade your EPM solution to ensure business continuity, reliability of use, and the integration of new functional or normative requirements. Our teams ensure that your applications run smoothly and are kept up to date and provide support to your users.
Our areas of expertise
- Temporarily reinforcing the application administration team
- Internal, normative, or regulatory developments requiring changes in tools
- Assistance in operating the applications and user management
- Technical and functional support during reporting cycles or incidents
Primexis Cloud
Primexis Cloud is an integrated financial and extra-financial reporting and consolidation platform based on Anaplan Consolidation technology. Designed with Finance departments in mind, it offers a ready-to-use, collaborative, cloud-based solution, designed to speed up production, increase data reliability, and simplify group processes.
Thanks to its pre-set Starter Kit, Primexis Cloud enables a quick roll out and immediate access and guarantees high-level performance and compliance (IFRS, French accounting standards (ANC), and CSRD/ESRS).
Primexis Cloud enables you to:
- Consolidate your accounts more quickly under multiple accounting standards (IFRS, ANC, and local standards)
- Automate your financial and operational reporting in a secure environment
- Produce and monitor your extra-financial reporting (ESG, CSRD, and green taxonomy)
- Analyze your key performance indicators thanks to dynamic dashboards
- Distribute and share information easily in any format (Excel, Word, or PowerPoint)
- Reduce closing times and increase the reliability of your data
Disclosure Management Solution
Primexis works with you to automate and increase the reliability of your financial and regulatory reporting thanks to a high-performance disclosure management solution.
Our approach covers integrating Anaplan Disclosure Management, rolling out validation workflows, implementing regulatory compliance (ESEF, XBRL, CSRD, and European taxonomy), and transferring skills to enable your teams to work independently.
Our areas of expertise
- Implementing or migrating within a complex, multi-entity closing environment
- Full automation of collecting and approving narrative and numerical data
- Regulatory compliance with traceability and real-time visibility
- Optimized inter-team collaboration through modern workflows and reducing costs and production times
Technical Maintenance & Assistance
Our technical experts guarantee the maintenance, evolution, and security of your EPM environments in coordination with your internal teams and web hosting service provider. Their involvement ensures business continuity, a reliable platform, and assistance in adapting to technological and software upgrades.
Our areas of expertise
- Installing and configuring EPM solutions
- Migrating, upgrading, or installing service packs and patch updates
- Technical audits, performance assessments, and optimization recommendations
- Drafting technical documentation: technical architecture documents, operational documents, and operational procedures
- Technological watch on upgrades and roadmaps for EPM solutions on the market
Client
No. 1 French ready-to-wear group, turnover of 1.1 billion euros
Project Objectives
- Integrate SAP Financial Consolidation (replacing FCRS)
- This project involved both functional and technical teams
Our Involvement
- Led project definition workshops
- Drafted the general design report
- Drafted detailed design report for statutory consolidation and reporting scenarios
- Drafted technical interface design file (SAP ERP to SAP FC)
- Implemented configuration in SAP FC
- Assisted with acceptance testing
- Provided user training
- Project management
Client
Agricultural cooperative group, turnover of 5.1 billion euros
Project Objectives
Assist the Finance department, in partnership with the software publisher, in implementing Tagetik, covering statutory consolidation, actual and forecast reports, and cash flow monitoring
Our Involvement
- Project management
- Led workshops dedicated to requirement collection
- Drafted business design report
- Carried out acceptance testing
- Performed historical data recovery
- Assisted with change management
Client
Automotive equipment manufacturer, turnover of 17.3 billion euros
Project Objectives
Assist with the ongoing maintenance of the SAP FC application for statutory consolidation and reporting requirements
Our Involvement
- Collected and defined requirements
- Estimated charges and impacts of current customization
- Drafted detailed design reports
- Implemented customization and unitary testing
- Assisted with acceptance testing
- Launched product and supported end users
- Day-to-day operations management
Client
French industrial group specializing in the processing and recovery of all types of waste and decontamination services, turnover of 450 million euros
Project Objectives
Integrate a new client into the Primexis Cloud platform, replacing their consolidation and reporting solution, Talentia with SAP FC. Primexis’ team played a dual role in both functional specifications assistance and solution integration.
Our Involvement
- Provided functional design of the application
- Provided technical design of the solution
- Improved the inter-company process
- Standardized historical data recovery
- Assisted during acceptance testing
- Assisted with change management
- Customized the solution with specific enhancements: staggered closing, Tax Proof, etc.
- Implemented Cash Flow Statements with an improved and storable audit trail
Client
Expert group in credit insurance, turnover of 1.6 billion euros
Project Objectives
Implement an SAP FC Service Pack after noticing data saving issues during closing
Our Involvement
- Analyzed and approved the solution recommended by SAP support
- Installed the complete SAP FC client in coordination with internal teams
- Technical approvals
- Drafted documentation
- Launched product
They have place their trust in us
Client Testimonial
Allianz Trade and Primexis, a successful collaboration for IFRS 9 & 17 compliance
Sohary Pouliquen, Consolidation & Reporting Manager at Allianz Trade, and Nadège Raviart, Director in Primexis’ Group Information System team, share the key stages of the IFRS 9 & 17 compliance project.
A tailored solution that allowed Allianz Trade to increase the reliability of its reporting while meeting IFRS requirements.
Our Teams, Our Expertise
Primexis’ Group Information Systems team is made up of experienced professionals, who are both experts in EPM solutions and are familiar with operational challenges Finance departments face.
- Functional expertise in consolidation, financial reporting, and performance management
- Technical skill in the market’s main EPM solutions (Anaplan, Tagetik, OneStream, Oracle, SAP, etc.)
- Involvement throughout the entire project: functional specifications assistance, project management, and change management
- Consultants who are certified and continuously trained in accounting standards and project best practices
- Partnerships established with the market’s leading software publishers
- Strong project culture: rigorous management, risk management, and multi-player coordination
- Ability to adapt to any client environment and quickly independent teams in the field
Primexis offers multi-sector assistance
Primexis Cloud Services
Finance Transformation
Consolidation and Reporting
Are you looking for assistance to structure or upgrade your EPM platform?
Whether you plan to implement a new EPM solution, upgrade your current platform, or secure a project in progress, our teams can help you at every stage.
Primexis provides functional and technical expertise to ensure the success of your group information systems projects in line with your business challenges and performance requirements.