PE-backed technology firm
Client context: Multi-entity, investor-led reporting environment with rapid planning cadence.
Problem: Manual reporting cycles, fragmented data, and limited forecasting visibility.
Architecture built: A bespoke performance architecture embedded into existing ERP, CRM, and finance data flows.
Intelligence outputs established: Automated management outputs, near real-time KPI visibility, driver-based forecasting, and board intelligence packs.
- Impact: Reduced reporting cycle from 9 days to 2 days.
- Impact: Improved forecasting accuracy and decision cadence.
- Impact: Released finance capacity for strategic analysis.
International services operator
Client context: Operationally complex service business with distributed data sources.
Problem: Delayed insight, disconnected planning assumptions, and high manual effort in monthly cycles.
Architecture built: Structured finance data architecture and scenario logic embedded within the current operating environment.
Intelligence outputs established: Automated variance logic, rolling forecast computation, and standardized management accounts.
- Impact: Scenario planning moved from quarterly to weekly cadence.
- Impact: Improved consistency across entity-level metrics and assumptions.
- Impact: Faster executive response to performance shifts.