KeenVision Record to Report; A Faster, More Controlled Close from End to End

Financial Planning

Flexible Planning For Today

FP&A teams are expected to run the planning process and be a strategic partner to the business. Most are still doing both in spreadsheets. We design and deploy modern planning solutions that free your team from the model maintenance and give them time to do what actually matters.

How Do I Get Started? 

>Talk to our team 

…what we hear from clients:

  • Our planning runs on spreadsheets that take a lot of maintenance 
  • Spend most of our time maintaining the model, not analyzing what it is telling us 
  • We cannot run scenarios fast enough 
  • Finance and the business are working from different numbers
  • How do I know I am selecting the right Planning tool 

OUTCOMES

TRANSFORMATION SERVICES

Optional ways KeenVision can advise and collaborate with you in Financial Planning

  • Strategy & Advisory
    • Assess your current planning process, define a planning architecture that fits your desired process, and build the business case for change
  • Technology Selection
    • Our Guides have implemented, used and worked for several of the leading Financial Planning technologies in the market. Our experienced practitioners can assist as you evaluate options 
  • Using AI
    • Essentially all Financial Planning technologies are adopting AI strategies. Our Guides help you identify which capabilities align with your vision and process  
  • Design & Deploy
    • Deciding to use either Abacum, Drivetrain, Pigment or Planful, we can help you design the application as well as build models, integrate your data sources, and configure planning workflows
  • Client Adoption
    • Train your team and embed new ways of planning so Finance and the business effectively work together in the new process 
  • Ongoing Assistance
    • In Financial Planning, assistance can take various forms: data support, model iterations when the business changes, advisory on strategic updates like acquisitions 

FINANCIAL PLANNING

Collaborate on the design of your improved Financial Planning process with experienced Finance practitioners; Guides with first-hand experience on a wide array of planning technologies. Financial Planning covers Revenue, COS, People, Expenses and through the Balance Sheet and Cash Flow forecasting 

TECHNOLOGIES & GUIDES

Ready to modernize your planning?

Talk to our FP&A team about what a first step looks like for your business

Get Started >