Profitability Potential Unlocked

ActionKPI

Our client is a water services provider in public utility, residential, commercial, agricultural, and industrial settings came to us for help. ActionKPI worked with their Assessment Services division to implement an Integrated Business Planning solution, powered by IBM Planning Analytics. The results of the effort yielded hundreds of hours saved by their internal team, and the ability to trust their data to drive strategic decision-making.

Prior to working with ActionKPI, our client had many manual processes that took their team away from high-impact work. With their business being complex in nature, there were many data points that management and operating teams needed to bring together and tie into weekly forecast reports to make resourcing decisions to drive revenue and profitability. However, their manual reporting process and Excel models created deficiencies, where a lot of time was spent determining whether it was a real business issue or a spreadsheet error, distracting management from making valuable decisions

Working with the ActionKPI team and leveraging IBM Planning Analytics Technology, our client was able to automate the budgeting, forecasting, and operational planning processes, creating a single source of truth that worked for their business instead of against it. This enabled finance, sales and operational teams to collaboratively make decisions focused on increasing overall profitability.

Hear From Our Clients Directly:

Listen to 3 different perspectives within one organization on the value of integrated business planning in action.

CFO: Tackling the 140-tab budget/forecast spreadsheet problem to creating operational ownership of the P&L forecast

Vice President: Driving performance and managing resources and business risk factors on a single source of truth

Divisional VP: Busting down siloes and uniting BD, Sales, Operations and Finance around the standard Weekly Rev/Profit Forecast