People, process, and technology improvements help $8B Auto Manufacturer decrease forecasting planning time by 45%

Business Challenge People Not Optimally Engaged – Severely depleted Finance organization, little-to-no institutional knowledge/experience with core planning processes, resources lacked end-to-end business value chain perspectives Manually Intensive Processes – Exceedingly long cycle times, planning process focused on excruciating detail, heavy focus on non-value added intercompany trading detail, disconnect between process outputs & meaningful analysis perspectives […]

Finance advisory helps Non-Profit Scientific and Educational Institution realize financial transformation

Business Challenge Non-Standard, Manually Intensive Reporting and Analysis – Organization had a proliferation of non-standard reports that were manually generated; this created limited self-serve capabilities and a lack of core analytics Siloed, Reactive Decision-Making; Lack of Holistic Enterprise View – Organization had limited ability to drive synergies throughout organization and unclear profitability by business Fragmented, […]

Cost analytics helps $5B Property and Casualty Insurance firm reduce planning cycle time by 50%

Business Challenge Strategic Shift – Company was experiencing high period of growth within it’s FP&A organization. Inadequate Top-Line Modeling Loss and Analysis – Segmented internal and external reporting was not meeting needs Inefficiencies and Inaccuracies – Excessive effort was required to maintain multiple systems, home-grown model, and Excel models Lacked Visibility into True Drivers – […]

Business advisory helps $31B Aerospace and Defense company smoothly merge business units and increase efficiency

Business Challenge Merging Business Units – Organization was preparing for merging of multiple business units, requiring a singular interface and EPM solution across teams Disconnected Planning Applications – Planning process consisted of multiple indirect & direct planning applications that had to be manually consolidated for separate business units Inconsistent Processes – Users had differing planning […]

Mobilization and roadmap helps $1b not-for-profit charity set foundation for integrated business planning

Business Challenge Disparate, Siloed Systems – Existing business planning calendar was disjointed and misaligned Time Consuming and Labor Intensive Activities – Corporate Plan was disconnected from other planning activities, required excessive effort to complete, and often superseded other activities Lack of Agility – Organization lacked flexibility in budget plans and re-allocating resources Limited and Inconsistent […]

Electronic systems mobilization helps $18B Aerospace and Defense company create “Finance of the Future” roadmap

Business Challenge Manually Intensive & Time Consuming Processes – Significant time, effort, and manual activities supporting virtually all aspects of planning, forecasting, and reporting including direct, indirect, materials, discretionary expenditures, allocations and rate modeling, and executive presentations Enterprise Reporting – Challenges producing standard reports and ad-hoc analysis given disparate systems, lack of data integration, sub-optimal […]

Data governance mobilization helps $1B global Manufacturing corporation develop future state vision

Business Challenge Poor Data Quality – Inefficient and ineffective operational and financial planning due to poor data quality Excessive Manual Effort – Significant time and effort spent collecting, manipulating, correcting, and validating data in support of planning, reporting, and analytics Diffused Ownership & Accountability – Lack of clear, explicit ownership and accountability regarding most aspects of […]

Redesign of reporting and processes enables $4B Manufacturing company to standardize KPIs and create “one view” of business performance

Business Challenge Challenge Linking Operational Activity with Financial Outcomes – Inability to adequately measure, monitor, and manage the operational drivers impacting financial performance Minimal Forward Looking Visibility – Existing reporting and analysis heavily skewed towards historical financial variance comparisons at the expense of more strategic leading indicators and operational KPI’s Heavy Dependence on Custom IT […]

Closing time reduced by over a day at $209M Global Software Developer

Business Challenge Overburdened to Administer Systems – Small business sought an EPM Administrator Inefficient Management – Fully integrated Consolidations (HFM) and Hyperion Planning environment managed inefficiently Solution Peloton Managed Services – Peloton managed ongoing administrative support to run regular processes as well as perform minor enhancements for Hyperion Environment Functional and Technical Support – Both […]

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