Iwi finance reporting review and trasnformation pathway
Richmond Tait
Volte was engaged by a large, diversified iwi investment holding group to review its finance reporting and forecasting processes across multiple business units. The work identified key risks and inefficiencies arising from fragmented systems and reliance on complex spreadsheets, and developed a set of improvement options spanning data governance, reporting standardisation, and toolset rationalisation. This provided a clear, sequenced pathway to strengthen reporting, improve decision-making, and support future system transformation.
A large, diversified iwi investment holding group needed to strengthen its finance reporting and forecasting processes after management identified key risks arising from fragmented systems and reliance on complex spreadsheets.
Volte developed improvement options spanning data governance, reporting standardisation and toolset rationalisation, giving a clear, sequenced pathway to strengthen reporting, improve decision-making and support future system transformation.
Volte supported the client to deliver a comprehensive suite of reporting and forecasting assets that gives the organisation a single source of truth and lets it drill from financial outcomes into key drivers. Volte also systemised the business logic.