{"id":39748,"date":"2024-12-02T23:12:46","date_gmt":"2024-12-02T21:12:46","guid":{"rendered":"https:\/\/adastracorp.com\/success-stories\/kooperativas-journey-from-excel-hell-to-unified-efficient-financial-planning-with-ibm-planning-analytics\/"},"modified":"2026-10-19T15:51:18","modified_gmt":"2026-10-19T13:51:18","slug":"kooperativa-z-exceloveho-pekla-dvou-pojistoven-k-uspornemu-a-jednotnemu-planovani-v-ibm-planning-analytics","status":"publish","type":"avada_portfolio","link":"https:\/\/adastracorp.com\/cs\/success-stories\/kooperativa-z-exceloveho-pekla-dvou-pojistoven-k-uspornemu-a-jednotnemu-planovani-v-ibm-planning-analytics\/","title":{"rendered":"Kooperativa: Z excelov\u00e9ho pekla dvou poji\u0161\u0165oven k \u00fasporn\u00e9mu a jednotn\u00e9mu pl\u00e1nov\u00e1n\u00ed v IBM Planning Analytics"},"content":{"rendered":"

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Realizovan\u00fd projekt<\/div><\/div>

Kooperativa: Z excelov\u00e9ho pekla dvou poji\u0161\u0165oven k \u00fasporn\u00e9mu a jednotn\u00e9mu pl\u00e1nov\u00e1n\u00ed v IBM Planning Analytics<\/h1><\/div>

Transformace finan\u010dn\u00edho pl\u00e1nov\u00e1n\u00ed s IBM Planning Analytics p\u0159inesla Kooperativ\u011b sjednocen\u00e1 data, efektivn\u011bj\u0161\u00ed procesy, rychlej\u0161\u00ed pl\u00e1nov\u00e1n\u00ed.<\/p>\n<\/div><\/div><\/div><\/div><\/div>

3<\/div><\/div>

r\u016fzn\u00e9 provozn\u00ed syst\u00e9my vz\u00e1jemn\u011b integrov\u00e1ny<\/p>\n<\/div><\/div><\/div>

20<\/div><\/div>

modul\u016f a submodul\u016f fin\u00e1ln\u00edho \u0159e\u0161en\u00ed<\/p>\n<\/div><\/div><\/div>

2<\/div><\/div>

roky od zah\u00e1jen\u00ed projektu k jeho dokon\u010den\u00ed<\/p>\n<\/div><\/div><\/div><\/div><\/div>

Klient<\/p><\/div>

Kooperativa<\/a>, jedna z p\u0159edn\u00edch poji\u0161\u0165oven v \u010cesk\u00e9 republice s v\u00edce ne\u017e
\n25letou histori\u00ed, poskytuje \u0161irok\u00e9 spektrum poji\u0161\u0165ovac\u00edch produkt\u016f a slu\u017eeb pro individu\u00e1ln\u00ed i korpor\u00e1tn\u00ed klienty. V roce 2019 se Kooperativa spojila s Poji\u0161\u0165ovnou \u010cesk\u00e9 spo\u0159itelny.<\/p>\n<\/div><\/div><\/div>

\u0158e\u0161en\u00ed<\/p><\/div>

Kooperativa, jedna z p\u0159edn\u00edch poji\u0161\u0165oven v \u010cesk\u00e9 republice, ve spolupr\u00e1ci s Adastrou \u00fasp\u011b\u0161n\u011b transformovala sv\u00e9 finan\u010dn\u00ed pl\u00e1nov\u00e1n\u00ed pomoc\u00ed IBM Planning Analytics. Sjednotila data, zefektivnila sv\u00e9 procesy a v\u00fdrazn\u011b zkr\u00e1tila \u010das pot\u0159ebn\u00fd pro pl\u00e1nov\u00e1n\u00ed, co\u017e vedlo k lep\u0161\u00ed koordinaci mezi \u00fatvary a celkov\u00e9mu zlep\u0161en\u00ed operac\u00ed. To v\u0161e nav\u00edc v dob\u011b n\u00e1ro\u010dn\u00e9 f\u00faze Kooperativy s dal\u0161\u00ed poji\u0161\u0165ovnou.<\/p>\n<\/div><\/div><\/div>

Realizovan\u00fd projekt<\/p><\/div>

Odv\u011btv\u00ed:<\/p><\/div><\/div><\/div>

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Technologie:<\/p><\/div><\/div><\/div>

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Expert\u00edza:<\/p><\/div><\/div><\/div>

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Datum:<\/p><\/div><\/div><\/div>

2. prosince 2024<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>

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\u201cBylo t\u0159eba v\u0161e napl\u00e1novat spole\u010dn\u011b pro dv\u011b poji\u0161\u0165ovny najednou, z r\u016fzn\u00fdch zdrojov\u00fdch syst\u00e9m\u016f, v ur\u010den\u00e9m term\u00ednu. Mluvili jsme tehdy o \u201eExcel Hell\u201c. Dnes vn\u00edm\u00e1m sjednocen\u00ed dat a v\u00fdchodisek pro pl\u00e1nov\u00e1n\u00ed jako hlavn\u00ed p\u0159\u00ednos. V\u0161ichni pl\u00e1nova\u010di pracuj\u00ed s jednotnou z\u00e1kladnou dat. V minulosti se n\u00e1m neda\u0159ilo udr\u017eovat konzistenci, ale nyn\u00ed m\u00e1me v\u0161e pod kontrolou.\u201c<\/p>\n<\/div>

Ji\u0159\u00ed Draho\u0161<\/div><\/div>
Vedouc\u00ed odboru controllingu \u017eivotn\u00edho poji\u0161t\u011bn\u00ed v Kooperativ\u011b<\/div><\/div><\/div><\/div>
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V\u00fdzva<\/h2><\/div>

Excelov\u00e9 peklo dvou poji\u0161\u0165oven<\/h2>\n

P\u0159ed rokem 2019 Kooperativa pro pl\u00e1nov\u00e1n\u00ed pou\u017e\u00edvala excelov\u00e9 tabulky. S rostouc\u00edm po\u010dtem u\u017eivatel\u016f (kolem 200 lid\u00ed) a po f\u00fazi s Poji\u0161\u0165ovnou \u010cesk\u00e9 spo\u0159itelny byl ale tento n\u00e1stroj d\u00e1le neudr\u017eiteln\u00fd. \u201ePr\u00e1ce v propojen\u00fdch Excel souborech a pos\u00edl\u00e1n\u00ed informac\u00ed p\u0159es e-maily bylo n\u011bkdy peklo,\u201c \u0159\u00edk\u00e1 Ji\u0159\u00ed Draho\u0161.<\/p>\n

V l\u00e9t\u011b roku 2019, v dob\u011b hospod\u00e1\u0159sk\u00e9ho r\u016fstu, se proto management Kooperativy rozhodl pro zaveden\u00ed jednotn\u00e9ho n\u00e1stroje pro finan\u010dn\u00ed pl\u00e1nov\u00e1n\u00ed. Po anal\u00fdze trhu byl vybr\u00e1n IBM Planning Analytics a v roce 2020 jako dodavatel spole\u010dnost Adastra.<\/p>\n

Hlavn\u00ed v\u00fdzvy projektu:<\/h2>\n
    \n
  • Slo\u017eit\u011b propojen\u00e9 Excel \u0161ablony<\/strong>: Data byla p\u0159ed\u00e1v\u00e1na e-mailem nebo p\u0159es SharePoint, co\u017e komplikovalo pr\u00e1ci.<\/li>\n
  • Obt\u00ed\u017en\u00e1 koordinace a komunikace<\/strong>: Chyb\u011bla p\u0159ehlednost, \u010dasto doch\u00e1zelo k necht\u011bn\u00fdm aktualizac\u00edm a nedostate\u010dn\u00e9 informovanosti mezi t\u00fdmy.<\/li>\n
  • Nejednotn\u00e1 datov\u00e1 z\u00e1kladna<\/strong>: Pl\u00e1nova\u010di pou\u017e\u00edvali r\u016fzn\u00e9 “p\u0159\u00edru\u010dn\u00ed” datov\u00e9 zdroje, co\u017e vedlo k nekonzistenci.<\/li>\n
  • \u010casov\u011b n\u00e1ro\u010dn\u00e9 procesy<\/strong>: P\u0159\u00edprava r\u016fzn\u00fdch variant a sc\u00e9n\u00e1\u0159\u016f byla slo\u017eit\u00e1 a zdlouhav\u00e1.<\/li>\n
  • Sjednotit pl\u00e1nov\u00e1n\u00ed<\/strong>: Vytvo\u0159it pl\u00e1ny pro dv\u011b spole\u010dnosti na z\u00e1klad\u011b dat ze t\u0159\u00ed r\u016fzn\u00fdch provozn\u00edch syst\u00e9m\u016f.<\/li>\n
  • Integrace know-how<\/strong>: Vyu\u017e\u00edt odborn\u00e9 znalosti controller\u016f z p\u0159edchoz\u00edch t\u0159\u00ed nez\u00e1visl\u00fdch poji\u0161\u0165oven.<\/li>\n
  • Koordinace pl\u00e1nova\u010d\u016f<\/strong>: Zapojit \u0161ir\u0161\u00ed okruh pl\u00e1nova\u010d\u016f sou\u010dasn\u011b a zajistit efektivn\u00ed koordinaci.<\/li>\n<\/ul>\n<\/div>

    \u0158e\u0161en\u00ed<\/h2><\/div>

    IBM Planning Analytics a intern\u00ed kampa\u0148 \u201cSIBYLA\u201d<\/h2>\n

    Implementace prob\u00edhala z velk\u00e9 \u010d\u00e1sti b\u011bhem pandemie COVID-19. Na v\u00fdvoji se pod\u00edlely des\u00edtky lid\u00ed z r\u016fzn\u00fdch odd\u011blen\u00ed, v\u010detn\u011b obchodu, produktov\u00fdch odd\u011blen\u00ed, pojistn\u00e9 matematiky, investic a finan\u010dn\u00edho a person\u00e1ln\u00edho \u00faseku.<\/p>\n

    Harmonogram projektu (4Q 2019 – 3Q 2022):<\/h2>\n
      \n
    • 4Q 2019: rozhodnut\u00ed o realizaci a vymezen\u00ed projektu<\/li>\n
    • 1Q 2020: intern\u00ed AS-IS anal\u00fdza<\/li>\n
    • 2Q 2020: v\u00fdb\u011br technologie, p\u0159\u00edprava zad\u00e1n\u00ed a v\u00fdb\u011br dodavatele<\/li>\n
    • 3Q 2020: zah\u00e1jen\u00ed projektu, anal\u00fdza a definice specifikace<\/li>\n
    • 4Q 2020 – 1Q 2022: implementace, testov\u00e1n\u00ed a lad\u011bn\u00ed funkcionalit<\/li>\n
    • 3Q 2022: spu\u0161t\u011bn\u00ed do ostr\u00e9ho provozu, p\u0159ed\u00e1vka<\/li>\n<\/ul>\n

      Jednou z v\u00fdzev cel\u00e9ho projektu bylo, jak p\u0159esv\u011bd\u010dit 200 u\u017eivatel\u016f, aby p\u0159e\u0161li na nov\u00fd n\u00e1stroj. Kl\u00ed\u010dem k \u00fasp\u011bchu byla podpora veden\u00ed a rozs\u00e1hl\u00e1 vzd\u011bl\u00e1vac\u00ed kampa\u0148, kter\u00e1 zahrnovala \u0161kolen\u00ed, n\u00e1vody a marketingov\u00e9 aktivity. T\u00fdm p\u0159ejmenoval aplikaci na \u201eSIBYLA\u201c, co\u017e pomohlo u\u017eivatel\u016fm se s nov\u00fdm n\u00e1strojem v\u00edce ztoto\u017enit.<\/p>\n

      \u201cKrom\u011b trp\u011bliv\u00e9ho vysv\u011btlov\u00e1n\u00ed, asistov\u00e1n\u00ed v\u202fre\u017eimu \u201ep\u0159\u00edtel na telefonu\u201c, pomohla \u00fasp\u011b\u0161n\u00e1 realizace pl\u00e1novac\u00edho procesu. Zjistili, \u017ee to vlastn\u011b jde. A taky v\u0161udyp\u0159\u00edtomn\u00fd intern\u00ed marketing, \u010dl\u00e1nky do firemn\u00edho \u010dasopisu, p\u0159edstaven\u00ed na intranetu, drobn\u00e9 propaga\u010dn\u00ed p\u0159edm\u011bty s\u202flogem aplikace a tak d\u00e1le,\u201d dopl\u0148uje Draho\u0161.<\/p>\n

      \u25cf 200+ u\u017eivatel\u016f<\/strong> bylo do projektu zapojeno
      \n\u25cf 3 r\u016fzn\u00e9 provozn\u00ed syst\u00e9my<\/strong>, kter\u00e9 bylo nutn\u00e9 integrovat
      \n\u25cf 2 a\u017e 3 m\u011bs\u00edce<\/strong> trvalo mapov\u00e1n\u00ed sou\u010dasn\u00e9ho stavu a specifikace po\u017eadavk\u016f na nov\u00fd software<\/p>\n<\/div>

      V\u00fdsledek<\/h2><\/div>

      V\u0161e pod kontrolou<\/h2>\n

      Implementace IBM Planning Analytics se uk\u00e1zala b\u00fdt pro Kooperativu kl\u00ed\u010dov\u00fdm krokem k modernizaci a zlep\u0161en\u00ed efektivity pl\u00e1novac\u00edch proces\u016f. Tento projekt, realizovan\u00fd v n\u00e1ro\u010dn\u00fdch podm\u00ednk\u00e1ch pandemie, uk\u00e1zal, \u017ee s podporou veden\u00ed a d\u016fkladnou p\u0159\u00edpravou lze i seben\u00e1ro\u010dn\u011bj\u0161\u00ed v\u00fdchoz\u00ed stav \u00fasp\u011b\u0161n\u00e9 transformovat. Slou\u017e\u00ed jako p\u0159\u00edklad implementace modern\u00edho n\u00e1stroje pro finan\u010dn\u00ed pl\u00e1nov\u00e1n\u00ed v poji\u0161\u0165ovnictv\u00ed.<\/p>\n

      Do v\u00fdvoje se aktivn\u011b zapojily des\u00edtky lid\u00ed, do samotn\u00e9ho pl\u00e1novac\u00edho procesu pak zhruba 200-250 osob. Fin\u00e1ln\u00ed \u0159e\u0161en\u00ed se skl\u00e1d\u00e1 z v\u00edce ne\u017e 20 d\u00edl\u010d\u00edch modul\u016f a submodul\u016f.<\/p>\n

      \u201cProjektu podobn\u00e9ho rozsahu jsem se od A do Z\u202f\u00fa\u010dastnil poprv\u00e9. Mile m\u011b p\u0159ekvapil vst\u0159\u00edcn\u00fd a\u017e p\u0159\u00e1telsk\u00fd p\u0159\u00edstup koleg\u016f z\u202fAdastry. D\u00edky na\u0161\u00ed tehdej\u0161\u00ed projektov\u00e9 mana\u017eerce jsme nastavili velice otev\u0159en\u00fd zp\u016fsob komunikace, kdy jsme formou \u201el\u00edste\u010dk\u016f\u201c pr\u016fb\u011b\u017en\u011b \u010distili vzduch a p\u0159\u00edpadn\u00e1 nedorozum\u011bn\u00ed \u010di konflikty \u0159e\u0161ili hned v\u202fz\u00e1rodku\u2026 Naopak nemile m\u011b p\u0159ekvapila t\u011b\u017ek\u00e1 rezistence n\u011bkter\u00fdch koleg\u016f (pl\u00e1nova\u010d\u016f) z\u202fVIG. Pou\u010den\u00ed pro ostatn\u00ed nebo pro n\u011bjak\u00fd dal\u0161\u00ed projekt tohoto rozsahu tedy je: trp\u011bliv\u011b naslouchat, diskutovat, n\u00e1sledn\u011b detailn\u011b argumentovat a vysv\u011btlovat a poukazovat na v\u00fdhody realizovan\u00e9ho \u0159e\u0161en\u00ed,\u201d shrnuje Draho\u0161.<\/p>\n

      P\u0159echod na IBM Planning Analytics p\u0159inesl Kooperativ\u011b mnoho v\u00fdhod:<\/h2>\n
        \n
      • Sjednocen\u00ed dat<\/strong>, kdy v\u0161ichni pl\u00e1nova\u010di nyn\u00ed pracuj\u00ed s jednotnou z\u00e1kladnou dat<\/li>\n
      • Rychlej\u0161\u00ed a efektivn\u011bj\u0161\u00ed pl\u00e1nov\u00e1n\u00ed<\/strong><\/li>\n
      • Lep\u0161\u00ed koordinace<\/strong> mezi \u00fatvary – sjednocen\u00ed dat a proces\u016f zlep\u0161ilo komunikaci a koordinaci<\/li>\n
      • Mo\u017enost prov\u00e1d\u011bt what-if sc\u00e9n\u00e1\u0159e a anal\u00fdzy rizik<\/strong><\/li>\n
      • Redesign a optimalizace pl\u00e1novac\u00edho procesu<\/strong><\/li>\n
      • Unifikace proces\u016f<\/strong> mezi poji\u0161\u0165ovnami<\/strong><\/li>\n
      • Sjednocen\u00ed datov\u00fdch vstup\u016f<\/strong> a integrita dat<\/li>\n
      • \u00daspora \u010dasu a kapacit<\/strong>, eliminace rutinn\u00ed ru\u010dn\u00ed pr\u00e1ce a duplicit<\/li>\n
      • Jasn\u011bj\u0161\u00ed workflow<\/strong> a eliminace rizik, kdy nov\u00fd syst\u00e9m poskytuje lep\u0161\u00ed dohledatelnost a trasovatelnost<\/li>\n<\/ul>\n

        A jak bude cesta Kooperativy ve snaze o dal\u0161\u00ed zefektivn\u011bn\u00ed provozu a finan\u010dn\u00edho \u0159\u00edzen\u00ed d\u00e1l pokra\u010dovat? Ji\u0159\u00ed Draho\u0161 vid\u00ed budoucnost v dal\u0161\u00ed digitalizaci a online komunikaci s klienty, stejn\u011b jako v dokon\u010den\u00ed p\u0159echodu na mezin\u00e1rodn\u00ed \u00fa\u010detn\u00ed standardy IFRS 17 a IFRS 9. P\u0159i\u010dem\u017e tyto zm\u011bny p\u0159inesou vy\u0161\u0161\u00ed n\u00e1roky na datovou podporu, detail v reportingu a komplexn\u00ed rozhodov\u00e1n\u00ed.<\/p>\n

        \u201cKl\u00ed\u010dov\u00e9 bude nejen vytv\u00e1\u0159et velk\u00e9 mno\u017estv\u00ed detailn\u00edch report\u016f, ale tak\u00e9 rozum\u011bt jejich my\u0161lence a pou\u017e\u00edvat je v ka\u017edodenn\u00edm rozhodov\u00e1n\u00ed a \u0159\u00edzen\u00ed firmy. Toto se net\u00fdk\u00e1 jen controllingu a finan\u010dn\u00edho \u0159\u00edzen\u00ed, ale zejm\u00e9na veden\u00ed a motivace obchodn\u00edch t\u00fdm\u016f. Krom\u011b toho vid\u00edm je\u0161t\u011b dv\u011b hlavn\u00ed oblasti: digitalizaci a online komunikaci s klientem, kde m\u00e1me oproti bank\u00e1m co doh\u00e1n\u011bt, a tak\u00e9 pot\u0159ebu jednotn\u00e9ho pohledu na klienta \u2013 jak datov\u011b, tak komunika\u010dn\u011b,\u201d uzav\u00edr\u00e1 Draho\u0161.<\/p>\n<\/div><\/div><\/div>

        M\u00e1te z\u00e1jem o podobn\u00e9 \u0159e\u0161en\u00ed?<\/h2><\/div>
        \n CZ_Contact Form (Sidebar)<\/legend>