A clear path forward
We help complex organizations create clarity by unifying people, data and decision-making through integrated planning technologies.
Trusted By:
Looking For|Inspired About A Better Way?
- NWorking late nights due to manual processes
- NFinding mistakes too late before a big presentation
- NTriple checking spreadsheets & reports
- NNot enough time for meaningful analysis
- NChasing colleagues for crucial information
Experiencing Symptoms of Disconnected Planning?
Doubting the Accuracy of Your Plans
Navigating Siloed Planning Processes
Reactive vs Proactive Planning
Struggling to Trust Your Forecasts
Unreliable Data For Decision Making
Manual Processes with Limited Collaboration
Streamline Planning, Budgeting & Forecasting With
The integrated profitability Solution
Automated Data Integrations
Pull your planning data from the various systems across the organization into one central tool for budgeting, forecasting & planning.
Variance & Scenario Analysis
Easily run various scenarios or what-if analysis and compare with actuals to conduct variance analysis.
AI Assisted Forecasting
Leverage embedded AI functionality to assist in producing accurate forecasts based on your past actuals.
Your Models Built Within the System
Your business is unique, build planning models based on how you operate, not on a template built to please everyone.
Centralized Data & Calculations
Reduce calculation errors by using centralized calculations instead of cell based formulas.
Our Clients Say It Best
Services Designed to Create Clarity
Effective planning systems are not “one-size fits all”, which is why we take a tailored approach with each of our clients. We have developed services to help create efficiencies in all stages of planning, budgeting & forecasting.
Advisory Services
Our Advisory services focus on 3 main buckets, that are all interconnected:
Data & Architecture – Is your data providing value to your business?
Performance-based Reporting – Are you measuring the right metrics?
Integrated Business Planning – Is your team planning by using the same information?
System Design & Implementation
Where rubber meets the road. The roadmap is defined, now its time to execute.
Data Warehousing & Integrations – On prem, Cloud, Hybrid, your systems can live anywhere but you still need a centralized repository for reporting. We’ll help you get set up!
Business Intelligence – You’re ready to implement a new BI tool, or expand the capability of your current tool. PowerBI, Cognos Analytics, Tableau – we’ve got you covered.
FP&A and xP&A – Whether you’re starting off with modernizing your budget/forecast process or ready for Beyond Budgeting and Operational P&Ls, let’s introduce you to one of our Profitability Architects.
Training & User Enablement
You’ve built an airplane, but your solutions are only successful if your team knows how to fly. We listen to the frustrations and lean in on the user experience to ensure your investment in technology delivers the expected return.
Managed Support Services
You’re operating a lean team and need specific expertise or maybe your team is at capacity and could use some support in maintaining systems and fulfilling enhancement requests. If you need a bit of extra support, we are here to help.
How To Get Started
1. Share Your Vision
Set up a time to chat with us to share your vision about transforming your current planning process, we'd love to hear about what you think is possible & to see where we can help.
2. We'll Show How We've Helped In Similar Scenarios
We've seen issues of all kinds and sizes when it comes to inefficient & disconnected planning processes. Let us show how we've helped out in similar scenarios and see if there are commonalities.
3. We'll Align Your Specific Needs to a Plan
After we've found commonalities and fully understood your concerns, we will build a tailored plan to address and improve your planning processes.
4. If It's The Right Fit, We'll Get To Work
Once we've found alignment and all of your questions have been answered, we will hand-pick the best-suited consultants to begin working to improve your planning processes.
Client Success|Transformation|Improvement|Satisfaction Stories
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Higher Education:
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About ACTIONKPI
We help organizations create transformational change in the way they analyze, report, and act on performance.
Clients who work with us benefit from increased revenue and profits, thousands of hours saved in planning, and smarter, profit-focused activities across the business.
