Construction industry, budget tracking, Power BI, profitability, cash flow, margins, ERP software, Business Intelligence, budget management, financial performance
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Abstract
This document presents the budget tracking issue in the construction industry, specifically for STIM TECHNIBAT, and the implementation of a budget management tool to improve profitability.
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[...] INTRODUCTION : - Presentation of STIM TECHNIBAT and its activity - Budget tracking issue in the construction industry - Specific context of the company: growth, complexity of construction sites I. Diagnosis of the current situation: 1. Presentation of the company - Organisation, services, project types - Current site management method 2. The budget process at STIM TECHNIBAT - Budget elaboration: actors involved and tools mobilized - Modalities for budgetary follow-up during the execution of the sites 3. Dysfunctions and limitations observed - Recurring budget overruns and lack of management - Insufficiency of tracking tools and real-time visibility 4. [...]
[...] Implementation of the budget tracking project: 1. Project Organisation - Formation of the team - Roles and Responsibilities (RACI Matrix) 2. Methodology used - Planning tools: Gantt, WBS - Project tracking: Trello, OneDrive, meetings 3. Configuration of the retained tool - Structure of the dashboard or budget sheet - Data tracked: forecast vs actual, cost posts, milestones 4. Progressive Deployment - Phase test on a construction site - Adjustments based on feedback IV. Results obtained or hypotheses of impact: 1. [...]
