CONSULTING & PROJECTS · SERVICES
Establish a Controlling Department & Professionalize the Finance Division
No management control—or a system that doesn’t really provide guidance? We analyze your current situation, fill in the gaps, and develop your management control tools in a targeted manner—from the first key performance indicator to integrated corporate management.
Where does your controlling function stand today?
Our customers' typical journey:
No Controlling
Basic Reporting
Management Control
Integrated Business Management
Five Building Blocks for a Controlling System That Truly Guides the Business
Depending on the situation, we combine these building blocks on a case-by-case basis—either as part of a comprehensive project or specifically where the greatest impact can be achieved.
01
Building a Financial Controlling System from the Ground Up
For companies without their own controlling function: We define the concept, roles, processes, and software/dashboards tailored to the size of your company—taking a pragmatic approach rather than a textbook “enterprise” one.
02
Further Development of Existing Controlling Tools
We analyze what’s in place, what’s missing, and what’s no longer effective—and expand your controlling system specifically in those areas where it will have the greatest impact on management.
03
Cost Accounting, Contribution Margins, and Profit Center Management
We provide transparency regarding which products, customers, or areas truly contribute to the bottom line—serving as the basis for well-informed management decisions.
04
Implementing Business Planning: Forecasting & Scenario Analysis
Whether you’re implementing structured corporate planning for the first time or replacing existing systems: budget, rolling forecast, cash flow planning, and scenarios—all from a single source instead of separate Excel spreadsheets.
05
Reporting & Dashboards for Management, Banks, and Investors
Structured, digitally accessible reports and interactive dashboards for internal management, shareholders, advisory boards, and loan negotiations—always up to date.
“A management control system is only useful if it is actually put into practice within the company—not if it exists only on paper.”
Ole Hartmann
, owner of perspicuum
Two Perspectives on Your Controlling
Key Areas of Consultation
A comprehensive overview of all controlling topics—from methodology to training.
Development of Controlling Systems and Functions
Business Planning
Cost Management
Liquidity Management
Make-or-Buy and Outsourcing Decisions
Process Management
Service Management
Controlling Education & Training
Establishment of Controlling Functions
Start where the company currently lacks the most control.
Financial Controlling
Sales Controlling
Procurement Controlling
Logistics Controlling
Human Resources Controlling
Production Controlling
Overhead Cost Control
Investment Controlling
Liquidity Management
Process Control
Management Accounting Software
From the First Meeting to a Functioning Controlling System
Controlling Review
30 minutes—we’ll analyze your situation with no hidden agenda and no sales pressure.
Clear Findings
You'll find out where the biggest gaps in your controlling process lie—and what really needs to be addressed urgently.
A Concrete Plan
A realistic roadmap with priorities, a timeline, and a budget—not a standard, off-the-shelf proposal.
Implementation in Phases
We're building this up step by step—the first usable tools are already taking shape in the first few weeks.
A ready-made tool or a custom setup?
We’ll be honest with you about what makes the most sense for your situation.
Live in 3 days
RICO Suite
Ready-to-use software for DATEV, Sage, Diamant, Navision, and Business Central. Cash flow dashboard, financial planning, and AI-powered analytics—ready to use right away, without an IT project.
CUSTOM
Establishing a Controlling Structure as a Project
When you need more than just a tool: processes, a KPI framework, planning logic, reporting structures, and—if needed—team building—all tailored to your specific needs. Whether on an ad hoc or ongoing basis, scalable and with no fixed additional costs.
