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.