Modern Finance Demands
Turn your data into insight, faster. Automate slow, spreadsheet-based planning, budgeting, and forecasting and enable your team to focus on what matters. Analysis, Strategy, and Action.
Let’s agree on one version of the truth! Synchronize processes and data across the organization from finance to operations. Enable cross functional collaboration to produce more accurate, and integrated plans in real time.
Turn insight into action in real time. Run Virtual Scenario plans, forecasts, and, reports in a solution that helps enable you to more easily adjust to changing conditions, both internally and externally.
Finance teams can't be agile with a manual, error-prone, and fragmented financial planning and analysis (FP&A) process. In order to take Action in real time, you need the ability to synthesize information from all data sources, deliver insights, and turn Insight into integrated plans faster than ever.
Reduce cost, increase efficiency, and improve margins…easier said than done with manual tools and siloed business processes. A single source of truth is vital for accurate planning. Easy-to-use data visualization, flexible plans that adapt to market demands, and fast what-if scenario assessments are crucial.
Capacity & Inventory
Marketing teams can be fragmented and disconnected from sales. This can lead to misalignment with overall marketing goals and misallocated spend on the wrong elements of the marketing mix. Unite silos with one source of truth. Build dynamic plans, with deep insight, that align to both marketing and organizational objectives.
Workforce planning in spreadsheets is time-consuming and constraining. It’s often necessary to implement changes and make updates to plans across multiple worksheets, which can be complicated and have a high risk of error. Align HR, Finance, and Operations from a central repository of information. Link departmental needs with organizational objectives.
Salary & compensation Planning
A misalignment between finance, marketing, and sales leads to investment in the wrong initiatives and missed opportunities. Integrate your teams to create a 360° view of your data. Make better decisions about territory planning and quota assignments. Identify resource gaps quickly so that you can connect sales-capacity needs with HR recruiting.
GTM & Strategy
ActionKPI is a Performance Management Company specialized in Modern Finance, Integrated Planning, and Data Sciences. Our team of Profitability Architects (CMA’s / CPA’s) add more speed, agility, foresight, and collaboration to the planning process for the enterprises we serve. We have taken our passion, and a mastery of finance, and flipped the model for the modern financial professional on its head. We realized that as financial professionals ourselves, nobody entered this arena to toil away on procuring data, building systems and entrenching processes alone. Analysis of business, strategy, and ultimately Action, is what drives real change. The other things… critical means to a prized end. So, we always ask, “Is there a better way and can it be easier?”
Now, ask yourself: Is there a better way?
Get in touch
If you are interested in working with us then please drop us a line, we would love to hear from you.