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Before real change can happen, you have to ask
"Is there a better way?"
About Action KPI
ActionKPI is a Performance Management Company specialized in Modern Finance, Integrated Planning, and Data Sciences. Our team of Profitability Architects (CMA’s / CPA’s) adds more speed, agility, foresight, and collaboration to the planning process for the enterprises we serve. We have taken our passion, and 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?”
How We Can Help
Integrated Planning for the Modern Finance Professional
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.
Corporate Planning, Budgeting and Forecasting
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.
Supply Chain Planning
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 and 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