Build top-flight planning capabilities

It’s impossible to plan without good data, and no organization starts with perfect data.

We help you to source and connect the data that’s most important for planning, e.g., customers, employees, financials, and ensure that they accurate and granular enough for planning.

Where needed, we’ll adapt your business processes to collect and tag data the right way.

Finally, we’ll link your models together to keep everything together and equip your team with tools to keep them running smoothly.

The connection between Marketing, Sales, and FP&A is critical to planning, but is often not well established, even between the GTM teams themselves.

We are experienced working across these teams to connect sales processes such as territory, quota, and sales forecasting with financial outcomes such as revenue, incentive compensation, and customer billing.

We strive to enable & to tell the financial story based on customer-level context, so you can get to the ‘Why’ without going to other teams and provide your GTM partners the insights they need to operate.

It’s hard to set and maintain a budget without effective management and reporting of costs at the source.

We work to provide visibility into spend from budgeting to vendor invoicing and payment, allowing you to track and manage expenses at a granular level or automate with a driver-based approach.

By combining budgeting with spend management best practices, you can help your business partners drive savings with more strategic sourcing, tail spend optimization, and suppler management.

People are the biggest source of value and one of the biggest sources of investment for most businesses.

Similar to expenses, our approach provides you with end-to-end visibility into employee and contractor movements from initial budget request to employment.

Plan employee-related expenses at any granularity, from salaries to benefits and payroll taxes.

In addition to expenses, understand productivity and capacity of teams and where there is opportunity for investment or savings.

Bring your entire operational and financial story together with 3-statement modeling, combining business forecasts with finance assumptions.

Conduct forecasting activities, annual planning, target-setting, long-range and scenario planning with consistent processes and data.

Set both external guidance and internal operating goals that align with your business strategy.

Produce management reporting that ties across the organization to enable informed decision-making and cross-functional coordination.

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.