Archives: Clients

Streamlining SaaS Operations with Adaptive Planning and Reporting

SaaS – Case

FACTS

  • Software in hundreds
  • Detailed planning for Revenue by Channel and Product across various geographics
  • Complex Capex models
  • Complex models for computing Sales value
  • Complex Workforce Cost calculations for various Locations and Grade

CHALLENGES

  • Manual Excel spreadsheet process
  • Subscription modelling for disparate software categories
  • Complex Salary Calculations
  • Complex models for computing various expenses such as Travel, Professional Fees, Rent Costs, etc
  • Extremely complex reporting requirements, with graphical analysis of data in dashboards

SOLUTIONS

RESULTS

  • Elimination of complex spreadsheets
  • Integration with NetSuite for creation of Various Dimensions, COA and Uploading Actuals
  • Budget Cycle time cut by over 20%
  • Automated payroll forecasts (Attrition, Backfill and New Hire)
  • Complex models automated for Revenue, Software Subscription, Workforce, Sales Planning, Various Costs across Departments
  • Flexible reporting framework for P&L Analysis across Actuals, Budgets, Forecasts

Empowering Asia’s Largest Services Marketplace through Adaptive Planning and Analysis-1

Services Marketplace – Case

FACTS

  • Asia’s largest marketplace for home services with a network of 42k+ professionals
  • 18 service categories across 6 geographics
  • Detailed revenue planning for Regular Services as well as the Subscription model
  • Complex models for computing Direct & Indirect Costs, and Workforce planning

CHALLENGES

  • Manual Excel spreadsheet driven process
  • Subscription modelling for disparate categories
  • Unable to reflect complex models for computing/ allocating various costs e.g. Professional Onboarding costs
  • Detailed planning, at the minutest of slices to drive multiple PL statements for Product and Services business
  • Long delays in monitoring and analysis

SOLUTIONS

  • Adaptive Planning
  • Adaptive Reporting
  • Adaptive Office Connect
  • Adaptive Excel for Planning

RESULTS

    • Elimination of complex spreadsheets
    • Times Savings: Reporting Cycle time cut by 60-70%
    • Subcategory-level profitability
    • Automated Complex models for Revenue, Subscription, Workforce, various Costs, Product, and International businesses across service subcategories
    • Income statement & P&L Analysis across Actuals, Budgets, Forecasts

NEXT PHASES

Streamlining IT/ITeS Business Planning: Enabling Better Decisions in Finance and Pricing

IT/ITeS – Case 2

FACTS

  • 8500+ employees
  • 4 BUs, 7 industry verticals
  • 5 Geo Locations servicing customers across 30 countries
  • Complex Workforce Cost Calculations for various Geos
  • Complex Support Cost Allocations
  • Multiple groupings of GL codes and dimensions for PL analysis

CHALLENGES

  • Manual Excel spreadsheet process
  • Multiple Versions
  • Various P&L Structures
  • Complex Allocations process across Geos, Business Segments, Projects and GL’s
  • Complex Labor Cost Calculations
  • Complex reporting requirements

SOLUTIONS

  • Adaptive Planning
  • Adaptive Reporting
  • Adaptive Office Connect
  • Adaptive Excel for Planning

RESULTS

    • Elimination of complex spreadsheets
    • Budget Cycle time cut by over 20%
    • Deeper Analysis of Costs loaded on to Projects
    • P&L Analysis across Actuals, Budgets, Forecasts at a Project level
    • 100s of manhours saved every month in data collation and aggregations

NEXT PHASES

  • Pricing analysis
  • LRP
  • Actuals

    • Precision Planning: Enabling Product Group Level Profitability For One Of India’s Largest Life Sciences Company

    Case-1: Leading Life Sciences Company

    FACTS

    • ₹6000+ Cr Specialty Chemicals, Nutrition & Health Solutions, Chemical Intermediaries
    • Global leader in supplying Acetic Anhydride
    • More than 10000+ employees
    • Multi-SBU, Multi-Plant
    • Inter SBU Transactions

    CHALLENGES

    • Multiple iterations and constant Changes in Budgeting cycle
    • Poor visibility on Plan Vs Actual Costs
    • Long closing cycles
    • No integration between their other ERP systems and the FP&A model
    • Actuals Vs Plan Variance Analysis

    USE CASES

    • FP&A
    • BOM Costing
    • Cost-center planning
    • OH Allocations
    • Stock Valuation
    • Subsidiary recon
    • BS Planning

    RESULTS

    • Faster Month-End Close and Reconciliation
    • Close and consolidate their Budgeting exercise flexibly and rapidly
    • Limited to no time spent on manual consolidation of data and related calculations
    • Variance Analysis [MTD, QTD and YTD basis between various versions and any month]
    • A huge shift from ‘ask to Get’ to ‘View and Analyse’ for all the stakeholders
    • MIS & Reporting standardized and available instantly
    • Reconciliation automation with exception management
    • Subsidiary P&L, Product Group P&L, BS and CF