Project Management

Marsh Inc. Improves Annual Budget Planning With an Effective, Scalable Financial Reporting System

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Executive Summary

Marsh Inc. wanted to provide a scalable and reliable financial reporting system to support the company's growth, including its insurance and bond brokerage, and improve planning and annual budgeting at the company's branches in Mexico and reduce manual procedures in annual budget planning and preparation to reduce human error and the number of man-hours required. The challenge was to provide performance indicators for insurance and bond brokers to help managers perform high-quality analysis and make financial projections for decision-making. Marsh Inc. worked with Oracle Partner ERP Soluciones to implement Oracle's Hyperion Planning to support the company's growth and the work of its insurance and bond brokers and improved annual budget planning and development in Marsh's 17 offices in Mexico.

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