Angeloni Group is one of the leading retail chains in Southern Brazil. Founded in 1958 in Criciúma (SC), the group has become a benchmark for innovation in the sector, operating supermarkets, pharmacies and gas stations, as well as its own distribution center. Today, it serves thousands of customers and relies on an experienced team supported by sophisticated controls in both IT and executive management.
Challenge
- Financial planning depended on complex, centralized spreadsheets with no automation, no simulation capabilities and no decentralized input.
- Each business unit (supermarkets, pharmacies, gas stations and corporate areas) had to manually adapt budgets – significantly increasing cost and time spent on the process.
Solution
- The adoption of T6 Planning enabled collaborative and connected planning across all units, with an automated workflow.
- The platform was customized based on the internal chart of accounts and shaped to Angeloni’s specific needs – including simulations, income statements (P&L), and balance sheet and cash flow projections.
- Hands on training with the teams ensured adoption and alignment of expectations, bringing business units and central areas together as active participants.
Results
- More efficient financial planning: each unit contributes its own data while following consolidated rules.
- Decision making with updated information: real time visibility of P&L, balance sheet and cash flow, with the ability to create strategic scenarios and simulations.
- Strategy aligned culture: managers understand how their operations impact overall results, strengthening engagement and predictability.
- On time delivery: project completed in four months (August to November), implemented in November, and used immediately for the 2007 planning cycle.
Testimonial
“T6 enabled the decentralized planning we were looking for. Today each manager monitors their own unit, we run agile projections with online access to P&L, balance sheet and cash flow. The platform responds quickly to business changes – and it was essential for creating large scale collaborative planning.”
Daniel Nesi, Controllership Manager, Angeloni