Case Study | Bertrandt AG
Optimisation of Reporting and Planning
Added Value through the introduction of a forward-looking reporting application.

Introduction of SAP Business Warehouse in Group controlling and in the subsidiaries

“During the tender process, we quickly decided on PIKON as our future consulting partner. The pragmatic approach and the ability to see and understand the topic from the customer’s point of view particularly impressed us.”

Nikolas Triantafillidis, Bertrandt AG

About “Bertrandt AG”

Bertrandt AG has offered development solutions for the international automotive and aviation industry in Europe, China and the USA for more than 40 years. A total of more than 12,000 employees in 47 locations stand for extensive know-how, future-proof project solutions and strong customer focus. Their major customers include major manufacturers as well as numerous system suppliers.

“For us, it is important that we have now been able to establish a consistent, stable and system-supported reporting and planning process at Bertrandt. We were able to do so thanks to the positive collaboration with PIKON. The foundation has been laid for a long-term partnership.”


Jörg Schmidt, Bertrandt AG


Initial Situation at Bertrandt

In October 2010, Bertrandt AG set itself the goal of optimising internal reporting and analysis processes. This was associated with the departments’ desire for significantly quicker and easier reporting, as well as for simpler and at the same time more flexible analysis options. In addition to easing of the burden on the ERP system, the driver within IT was predominantly the reduction of existing isolated solutions and in-house programming. A standardised concept which could be integrated into the existing system landscape was desired.

Added value in multiple areas through the introduction of a system-integrated reporting- and planning-process

From the beginning of the project, it was clear to those involved that acceptance of the project first needed to be established, particularly since the replacement of established (isolated) solutions with a standardised procedure is always met with reservations and uncertainties on the part of users. Thanks to early and close involvement of both IT and the departments, it was possible to develop potential for optimisation together.

In the first phase, after the technical and concept work, the data basis was first established for Group controlling and the three key reports on contribution margin, capacity and performance indicator pool were provided, which were successively supplemented by other reports in the subsequent phases.

The activities included:

  • Concept development (specialist background, architecture, data model and
  • reports)
  • Development of a data model based on SAP standard data sources for controlling, profit centre accounting and personnel data as well as custom data sources
  • Creation of BEx queries and workbooks (BEx)
  • Employee training (IT and departments)
  • Roll-out and planning phase support


Customer benefit

Bertrandt AG gained lasting added value in multiple areas through the introduction of a forward-looking reporting application. The users in Group controlling and the numerous subsidiaries have more time for real analysis activities since they invest less time in preparation of the data. This can predominantly be traced back to the automation and acceleration of reporting in the monthly statement. This has succeeded because the new application achieved broad acceptance among the users – thanks to the Excel-like interfaces and extensive analysis options which BW offers.

Furthermore, the effort for manual activities could be reduced thanks to the automation. This had a positive effect on the error rate.

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Martina Ksinsik
Martina Ksinsik
Customer Success Manager