Use Case

Target Operating Model and Digital Roadmap at Viessmann


The company

Viessmann is a family-run group and a leading manufacturer of heating technology products.


The initial sitation

The finance organization was run in the same way in many different places in the Group - in the plants, sales companies, divisions and holding company. The previously decentralized orientation led to high complexity and inconsistent reporting data, as a result of which the overall structure of the Group was to be reviewed from the perspective of the finance organization with regard to effectiveness and efficiency.

The approach

The aim was to develop core areas of action to align the finance organization with growth targets. The potential of digitization and a target operating model tailored to these needs were to be taken into account.

  • Carrying out a highspot analysis in the areas of accounting, group reporting, controlling, sales management, and finance IT.
  • Analysis of efficiency potentials, especially in the Record to Report process, through process optimization, digitization, and adaptation of the organizational structure.
  • Derivation of options for action and preparation of a comprehensive roadmap including the initiatives already underway
  • Prioritization of all options and final preparation of a digital roadmap


Your Benefits

Complete transparency about the causes of the current challenges including the individual options for action. By showing the interdependencies of the options, it was possible to develop a roadmap with the help of which the organization could develop further in accordance with the defined corporate vision (organization, processes, content, systems).

Without a clear vision of the future finance organization, the CFO area will become the dinosaur of the company!

Stephan Grunwald | CFO Advisory

Your Temporary Co-drivers

Stephan Grunwald

Senior Partner

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Peter Keefer


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Markus Noçon

Senior Partner

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