Set up of annual operating plan, forecasting and reporting
Matasma engaged with one of the UK’s leading technology solutions provider in setting up their Annual Operating Plan, Forecasting and Reporting
Challenges
- Multiple disconnected excel spreadsheets, leading to long planning cycles of 3 weeks
- Scalability challenges in excel due to increase in the granularity of planning
- Reconciliation was very cumbersome, due to change in the data structures and data transformation challenges
Our Approach
- Secured Bottom Up TCV, Revenue and COS Planning, Pipeline & New Business TCV, Revenue and COS Planning
- Driver-based workforce planning with the inclusion of scaling roles linked to revenue growth
- Integrated source systems with Anaplan using Power Automate, with cost optimization
- Implemented Scenario Planning and Variance Analysis, Bespoke KPI Reporting (Customer, Departmental, Company, etc)
Delivered Outcomes
- Reduced the time from 3 weeks to 1 week for driver based business planning
- Helped to focus more on the revenue realization through a systematic approach for planning and effective decision making process
- Able to easily navigate through the external dynamics through scenario planning
Let’s Transform Your Business Together
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