Profit. Actualized.

We have a history of achieving profitability for our clients. By maintaining a high standard for success, we have helped dozens of companies surpass their goals. Our strategic processes and information systems monitor, track, and measure objectives. Through our holistic, collaborative approach, we design a long-term strategy for profitability.

Explore some of our success stories, and see firsthand how ActionKPI makes a difference.

Animal Feed Manufacturing

Customer & Prospect Profitability

"ActionKPI was able to understand and anticipate our complex business requirements and translate them into a simple to use customer profitability solution. This new information is going to drive policy throughout the organization and support our Go to Market Strategy"

— Taylor Carcasole, Director of Strategy

Company Background

This agricultural manufacturer consists of twelve individual feed mills serving the animal nutrition industry. These twelve mills were once eight separate livestock feed companies united out of desire to better serve local animal nutrition needs. Together, they form one network of complementary feed mills spanning three U.S. states and four provinces in Canada. Together they are dedicated and devoted to serving customers through excellence in animal nutrition products and services.

Gain healthier negotiating strategy with market driven data.

Business Challenge

The Director of Strategy and Analysis was spending up to 3 months to create an excel file analyzing customer profitability for any given sales group (i.e. Dairy). By the time the excel report was complete, the file was out of date. Therefore, they were unable to create an effective Go-To-Market strategy and it was difficult to accurately evaluate profitability at the customer level in any realistic timeline.

ActionKPI Solution

The ActionKPI Customer & Prospect Profitability solution is based on IBM Cognos TM1 software, which enabled in-depth financial analysis, what-if scenario planning, and real-time data. Sales Representatives collected customer and prospect data through Salesforce, which is loaded into IBM’s TM1. Actual data is collected from various sources and when combined with market data, it created accurate profitability for prospects based on their customer profile. Customer and prospect rankings, are then loaded back into Salesforce.

Key Successes

  • Received an immediate $40,000 return on investment during their first customer analysis session.
  • Top-down sales strategy is effectively passed on to Sales Representatives through Salesforce with high employee adoption.
  • Immediate realized cost savings by adjusting promotional messaging, sales discounts and rebate policies around loss-making, non-strategic customers.
  • Enabled an effective Go-To-Market strategy by focusing on customers or prospects with the greatest growth opportunities and profit margins.

Public Health

Strategic Workforce Planning

"ActionKPI has been a real asset to our organization -- They have helped us out where other vendors have not met our expectations. They have been instrumental in executing and delivering projects"

– Michele Quinnett – Senior IT Analyst

Company Background

This Public Health Organization is the largest health care delivery system in southern Saskatchewan, and one of the most integrated health delivery agencies in the country. They provide tertiary care to residents of Saskatchewan in two provincial hospitals. They employ approximately 9,700 employees. Their annual operating budget is roughly $926.3 million – that’s more than $2.5 million per day spent on meeting the health care needs of residents.

Can you automate your staff scheduling with the ability to see real-time financial impact?

Business Challenge

RQHR was using an outdated budgeting system and did not meet the growing need for more information within the region.  With disjointed data systems and manual processes to support the budget, the region was limited in its capability to produce accurate and timely monthly forecasts.

ActionKPI Solution

ActionKPI designed, developed and implemented a custom budgeting solution using IBM Cognos TM1.  This included a Staff Scheduling model to calculate Full Time Equivalents (FTE), employee hours (by 25 different types) and total salary cost for 5000 FTEs 
all within 5 Unions, spread over 1000 cost centers. Despite the complex requirements of the system, it was developed with ease of use in mind.  

As part of the solution, a process was created to manage a Job Position hierarchy, which combined Cost Centres, Departments and Positions into one consolidated database.

Key Successes

  • 97% reduction in tedious budget process activity.
  • Data processing time reduced from 300+ man hours to an automated 8 hours.
  • RQHR was able to use this valuable data to support decision making and develop targeted programs to reduce unwanted turnover, lower recruitment and retention costs— creating more time for employees to spend on value added activities.
  • Greater visibility of talent gaps meant they were able to avoid issues that could harm productivity and patient satisfaction levels.

Oil & Gas Energy

Company Background

This Calgary based international oil and gas producer  celebrates over 20 years of outstanding performance.  The oil & gas producer adheres to a value creation strategy through the execution of full cycle exploration and production programs focused on the acquisition, exploration, development and optimization of producing properties in North America, Europe and Australia.

Consolidate information within within a global scope— at the click of a button.

Business Challenge

Existing reporting software was becoming outdated and time consuming for users to extract and analyze financial information in detail. Additionally, multiple systems and methods were used to extract the data from the financial system, which created issues complying to changing government regulation.

ActionKPI Solution

ActionKPI designed, developed and implemented a Global Reporting Solution using Cognos TM1.  Lease Op (Income statement) Reports allowed users to analyze variances and apply comments directly to reports, which were stored in the model.  Users can easily filter from the Income statement view down to Cost Centre, transactions and scanned invoices or journal entries. It was a top to bottom data solution that created massive efficiencies.

Key Successes

  • Significantly reduced the amount of time analysing data. The process reduced from 20 minutess down to 2 minutess, saving the company 4-5 days worth of time every month.
  • Increased visibility and easy access to information.
  • Reduced waiting times for information. Established near real time (2mins) updates from posting transactions in the Finance system to report updates reflecting changes.

Retail Marketing

Strategic Workforce Planning

"ActionKPI was able to comprehensively understand our business objectives from a financial perspective and communicate effectively across the technical, financial and end-user spectrum resulting in project success. In my experience it is this quality that places them head and shoulders above the competition"

– Kevin Bornholtz – CFO

Company Background

Portu-Sunberg Marketing is a full-service sales and marketing agency. For more than 35 years, they have represented a diversity of products from the world's leading manufacturers in categories such as stationery, home office, school supplies, seasonal products, confections, sporting goods, home decor and furniture. They are dedicated with one single focus: to add value every day, to every customer and vendor.

Use technology to integrate Sales and Cash Flow Forecasts, so you can align Strategic Objectives and Financial Goals.

Business Challenge

Projecting future cash flow was nearly impossible to do accurately in excel. Projections constantly fell short on expectations and made resource management difficult due to the complex payment terms specific to each vendor

ActionKPI Solution

ActionKPI developed a complex Budgeting and Forecasting solution using IBM Cognos TM1. This custom solution provided accurate and real-time data by capturing customer-vendor assumptions (i.e. payment terms) that would derive an accurate cash flow forecast, company-wide.

As part of the solution, new efficiencies in workflow approval were discovered for management to input  budgeting data specific to their position in the system. Several views were created to provide an analysis on an array variants (e.g. Actuals, Forecasts, Prior Year Actuals, Prior Year Forecasts, etc.). 

Key Successes

  • With a more reliable forecast, Portu-Sunberg was able to sustain a stable cash position, allowing the organization to improve resource planning that funds strategies in their business schedule.
  • This new budgeting tool reduced the time spent reconciling, investigating data and creating budgets, which allowed Portu-Sunberg to operate more efficiently and reduce costs.

Oil & Gas Pipeline

Reporting, Budgeting & Rolling Forecasts

This pipeline company is one of the largest energy infrastructure companies in North America. They own an interest in approximately 84,000 miles of pipelines and 155 terminals. Their pipelines transport natural gas, refined petroleum products, crude oil, carbon dioxide (CO2) and more.

Flexibility and transparency where it’s needed. Control and accuracy where it matters.

Business Challenge

Company management was using outdated financial reporting software that was no longer supported by the developer, which posed a large risk if one of the servers were to fail. After failed attempts to fix the issue (externally with another IBM Cognos consultant and internally to upgrade to the latest Cognos TM1 version) they reached out to ActionKPI for help.

ActionKPI Solution

ActionKPI developed a complex Budgeting and Forecasting solution using IBM Cognos TM1. Collaboratively working alongside the client, customized input templates were created to optimize ease of use.  A Workflow Approval Hierarchy was established to allow oversight of the Budgeting and Forecasting process from start to finish.  

New features were implemented allowing admin users to have complete autonomous control over the business structure or hierarchy build process. This process additionally allowed for alternative hierarchies to be created, in order to adhere to the strict financial reporting requirements set by Canada and the USA.

Key Successes

  • Significant reduction in hours spent of reporting by automating reports and processes.
  • Substantial Reduction in time investigating variance.
  • Finance and Accounting can quickly analyze current and past submissions of budgets & forecasts to provide accurate reporting to management.

Transportation

Lane Profitability

This national Transportation company, headquartered in Lethbridge, Alberta, was incorporated in 1961. It has since evolved to one of North Americas largest temperature controlled truck load transportation firms.

Today, their refrigerated transportation fleet covers the entire North American Continent, and is backed by a sophisticated dispatch system and leading-edge telematics tracking and messaging systems.

How are deadheads impacting your lanes’ profitability?

Business Challenge

Management felt that they were blindly leading the company with information that would be outdated by the time they had created and analysed the reports. They needed advanced analytics to inform their financials so they could get an accurate snapshot of their business. Their hope was to strategically align their resources and maximize their margins.

ActionKPI Solution

ActionKPI created a system that provides in depth information around profitability across various aspects of the business; such as lanes, customers, carriers, destination and load types.  This included establishing rules for allocating revenues, as well as direct and indirect expenses at the lowest level.  This granular level of financial analysis enabled management to build their own excel-linked reports providing real-time access to information. 

Key Successes

  • Management identified $30Million worth of missed revenue. They strengthened the ability to highlight areas generating profit or losing them money.
  • This new information resulted in a full restructuring of the company to dispose of loss problem areas and focuson strategically aligned profit centres.
  • Management can confidently recommend pricing initiatives based on customers’ overall profitability to nearly guarantee that it remains profitable and that their customers do not seek out one of their competitors.

Manufacturing

Company Background

An emerging global leader in the supply of lime and limestone products, this manufacturer serves major markets throughout the United States and Canada, and has extended its reach into the Asia-Pacific region. They also have a significant investment in Grupo Calidra, the largest lime producer in Mexico. Professionally managed and family owned, the Company has roots stretching back more than 65 years.

Rolling forecasts are the future and they are the reason you need an automated solution.

Business Challenge

The Company conducted their forecasting submissions in an old legacy system that was outdated and lacked the sophistication and features that they needed to forecast accurately. 

Their Finance and Accounting executive team had limited skills in Cognos TM1 Web and required additional training to receive the benefits of the pivoting capabilities.

ActionKPI Solution

ActionKPI developed a 5-year production forecasting solution using IBM Cognos TM1. Users across the organization can use the same TM1 template, providing consistent and accurate forecasts. Sophisticated systems were implemented for seamless rollover from one forecast to another, including administrative ability to load in data on the fly. Dynamic columns within the input template were automated to compare actual and forecast periods, so the report itself never requires manual updates. 

ActionKPI created training manuals and in-person training sessions for management, maximizing employee adoption.

Key Successes

  • Automating reports and processes significantly reduced hours needed to submit forecasts.
  • Created greater visibility into production schedules and inventory management.
  • Enabled company-wide, 5-year forecasts to monitor expected financial performance across all locations.
  • Standardized input forms allowed for increased productivity and easier adherence to strict reporting deadlines.
  • Ability to provide in-house training for users of all abilities on TM1 Web.