Our standard Health check will measure the competency and maturity of your organization’s entire planning process. We will assess your existing Planning, Budgeting & Forecasting (PBF) processes and involved business systems, to understand the overall workflow (budgeting process, consolidation, financial closing, reconciliation with actuals), and gather gaps & business requirements.
We can also create Project Charter or Scope of Work, to make a case for implementation of enterprise planning software platform (IBM Cognos Planning Analytics, Hyperion, Anaplan, Jedox, SAP BPC etc.), with a realistic project budget and associated implementation roadmap, for management approval.
Within 4-6 weeks, our business and technology experts will outline the best strategy for further enhancements of the entire planning, budgeting and forecasting process, as per the latest trends and technologies in the area.
Along with a roadmap for further business & technology improvements, we will also help you coordinate your data sources to achieve a faster, efficient and cost-effective planning process.