Plan. Execute.
Succeed.

With many businesses in a near constant state of planning, creating leverage with technology automates repetitive/time-intensive processes and frees you up for strategic decision-making, business partnering, and other value-add activities.

 We can help you choose, implement, and manage the right planning technology solution with superior time-to-value and minimal cost.

We are partnered with both Planful and Anaplan and are familiar with many other offerings to help you make an informed decision.

We help you design and build models to connect planning across your organization, including the 3 financial statements (both direct and indirect cash flow), workforce, capital expenditures, sales/marketing pipeline, sales capacity, incentive compensation, demand planning, supply chain optimization, and more.

From simple models informed by inputs from the field to more sophisticated predictive models, we equip your team with what they need to tell both the operational and financial story and make decisions accordingly.

Managing the ups and downs of finance resourcing is difficult.

We can augment your team with support ranging from project-level engagements to fractional CFO roles.

Our team has extensive practitioner experience and we can hit the ground running to save you both time and money on hiring and training for ad hoc needs.

We will advise you and your team on planning best practices that we have seen work across industries, and share knowledge and skills to force multiply capacity.

Finance teams are expected to both coordinate across the organization and oversee technology more than ever.

In addition to planning software, we are also well-versed in Microsoft Power Platform. Microsoft’s leading low-code product suite includes Power Apps, Power Pages, Power BI, Power Automate, and Power Query.

With low-code, we can help you build business apps in a matter of days or weeks to cover tricky use cases such as closed loop headcount planning (Requisition->Hire), time-tracking, project operations, and other cross-functional processes that are typically difficult to manage.
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These apps can be built bespoke to your needs, are accessible on mobile, and do not generate any incremental software costs on top of Microsoft 365.

We help you to source and connect the datasets that are most important for planning, e.g.,customers, employees, financials, and ensure that they accurate and granular enough to provide insights.

Where needed, we’ll adapt your business processes to collect and tag data the right way. Finally, we’ll link your models together and equip your team to maintain going forward.

Spreadsheets are more powerful than ever with cloud collaboration, more computing power, business workflows, scripting, and AI capabilities.

Instead of ‘killing’ spreadsheets, embrace their power effectively on their own or in conjunction with a planning solution.

Leverage spreadsheets to share information with the business, create predictive models, manage datasets, or conduct analysis.

Engage your business partners and save money by using tools that they already know.