TECHNICAL SERVICES CASE STUDIES


Technical Service firms can quite often have unique planning and reporting requirements. Their needs typically have a strong dimensionality around clients and projects. KeenVision works with clients to provide effective insights by organization, client, and service type.

Services have life cycles similar to products. Technical service firms that are successful in the long run understand the need to continually invest in Service R&D – the development of new service offerings. Business intelligence and EPM platforms can help management gain visibility into subtle erosions on existing service offerings.

Visibility to Service Life Cycles in Tech Services


Demand Visibility


  • Service Demand, Price Pressure
  • Bookings and Backlog
  • Timing of New Services

Financial Forecasting


  • Driver-based Forecast Models
  • Distributed Input
  • Efficient Forecast Aggregation

Close Management


  • Collaborative Status Board
  • Reconciliation Visibility
  • Accounting Consolidation

Sales Planning and Analysis


  • Multi-Dimension Forecast
  • Services, Regions, Customers
  • Performance Analysis

Performance Reporting


  • Financial Analytics
  • Executive Dashboards
  • Operating KPI’s

Financial Reporting


  • Staff Time across Projects
  • Utilization Metrics
  • 3rd Party Expenditures

Planning and Consolidations


When the new client is in the middle of both a new ERP implementation and multiple acquisitions, you just have to say ‘Yes’ when they ask your team to implement a Consolidations and Financial Planning application in an open 12-week window in their schedule.

The new Host Analytics platform efficiently manages both the Accounting Consolidations across multiple companies and a multi-entity Financial Planning model. While the business is working to migrate the new acquisitions to a common ERP, Financial Performance Planning and Reporting is live.

Performance Management Strategy


Our client was a newly formed division of a Fortune 150 company focused on the delivery of marketing services. KeenVision was recruited to work with the division leadership team to develop a strategy for planning and performance management. The desired solution would provide visibility into division performance along multiple dimensions (organization, region, client, service type).

With clients and service teams on multiple continents, the performance solution needed to allow management to see financial performance to plan as well as operational trends and metrics.

Get in touch with us to see how we can help your Tech Services company. At KeenVision, we work shoulder-to-shoulder with you.

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