Case Study: Morningstar achieves streamlined, automated commissions management and improved sales efficiency with SAP SuccessFactors (SAP Commissions)

Morningstar Unlocking Sales Potential with an Efficient Commissions Management Solution

Morningstar, a leading financial services firm operating in nearly 30 countries, faced an error-prone, manual commissions process managed in spreadsheets that relied on email and cut‑and‑paste, slowed training, and struggled to scale as its sales organization rapidly grew. To address this, Morningstar selected SAP SuccessFactors’ SAP Commissions solution to centralize data and standardize compensation processes.

SAP SuccessFactors implemented SAP Commissions (with partner OpenSymmetry) to automate calculations, standardize plans, and provide end-to-end visibility; the result was a dramatic reduction in complexity (commission templates cut from 40 to 4), faster onboarding and daily work for the sales compensation team, 700 team members running the department proficiently, elimination of off‑shore support needs, and simplified auditing.

Morningstar

Noel Abat

Director of Global Sales Operations