Accelerate your EPM journey with a foundational FP&A solution

Background

Painfully outgrowing your Excel models for budgeting, rolling forecast, and variance analyses? Start your performance management journey with a solution designed and built based on financial planning and analysis (FP&A) best practices.

Challenge

Our clients were suffering from error-prone, manual, and time-consuming limitations of managing their finance and performance management processes using Excel. They wanted to move to a best-in-class solution but were struggling with where to begin and envisioning how such a solution might look.

Approach

We started the engagements by providing our clients with out-of-the-box, best practice, standard methodologies for operating expense, workforce, and capital expense planning. Together, we then iteratively refined this starting point and designed and built the revenue models they needed. Anaplan's real-time aggregation across dimensions enabled income statement, cash flow, and balance sheet reporting along with variance and trend analyses. Throughout the engagement, we led our approach with enabling client team members.

Key results

Benefits

This prescriptive approach and foundational model delivers a high-value, low-risk option that is readily extensible to become the cornerstone for our clients' Extended Planning & Analysis (xP&A) journey.

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