Supercharging growth strategies with integrated FP&A and workforce planning

Contexto

In the ever-evolving landscape of finance and security technology, Keyrus has led transformative Pigment implementation projects for industry leaders, addressing the pressing need for enhanced financial planning and analysis (FP&A) and workforce planning (WFP). Partnering with a prominent fintech firm, Keyrus deployed customized Pigment templates to streamline FP&A processes, enabling comprehensive P&L modeling, and simplifying WFP calculations. Similarly, collaborating with a leading security solutions provider, Keyrus delivered an integrated FP&A and WFP solution, empowering teams with detailed spending insights, collaborative access to finance KPIs, and advanced scenario planning capabilities. These initiatives underscore Keyrus' dedication to driving operational excellence and strategic growth across diverse industries, leveraging Pigment's tailored solutions to optimize financial and workforce management.

Desafio

Legacy Google Sheets: Slow, error-prone, and scattered data across files hindered efficiency. Ad-hoc Scenario Planning: Inability to quickly generate scenarios stifled agile decision-making. Departmental Silos: Lack of collaboration and visibility impeded cross-functional alignment. Manual Data Processes: Time-intensive extraction and preparation tasks drained resources and limited agility.

Abordagem

Our perspective approaching these initiatives is multifaceted, designed to optimize financial operations and drive strategic decision-making. Firstly, we prioritize automation to streamline administrative activities, including data preparation, loading, and validation/quality checks. By leveraging Pigment’s native robust yet business-user-friendly data integration capabilities, we ensure that data processes are not only efficient but also accurate, laying a solid foundation for informed decision-making. We implement distributed OPEX planning strategies to foster real-time collaboration across departments. Pigment’s template for Workforce Planning can expedite the implementation process with out-of-the-box configurable headcount and compensation calculations at the employee and department levels. By eliminating the monotony of traditional back-and-forth communication and ensuring harmonization of data and objectives, we enhance operational efficiency and mitigate the risk of miscommunication. Additionally, we elevate the budgeting processes by integrating dynamic scenario analysis capabilities. This empowers organizations to explore various what-if scenarios and assess budget variances in real-time, enabling agile adjustments and resource allocation. This comprehensive approach not only enhances financial agility but also promotes organizational alignment, driving sustainable growth and success.

Principais resultados

Benefícios

This Key Play offers significant benefits across various fronts: 1) By integrating Pigment with source data systems, we drastically reduce time spent on number crunching, enhancing financial analysis and planning while saving resources. Automated connections to ERP systems expedite data retrieval, saving valuable time previously spent on manual downloads. 2) With all department leads collaborating in a single platform, cross-functional alignment is achieved, and week-over-week changes are effortlessly captured for agile decision-making. 3) The platform provides transparent history of actuals versus budget, empowering stakeholders to track performance effectively. 4) Configuration of continuous BVA dashboards automates month-end close and reporting processes, resulting in substantial time savings. Overall, our Key Play delivers efficiency, accuracy, collaboration, and transparency, enabling organizations to achieve their financial goals with confidence.

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