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
- Adaptive Planning
- Adaptive Reporting
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
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