01Planning process and roadmap
Map budget cycles, forecast frequency, contributors, approvals and decision needs. Identify where spreadsheet handoffs, inconsistent assumptions or unclear ownership create friction, then prioritize a practical improvement roadmap.
02SAC planning models
Design dimensions, measures, hierarchies, versions and business rules for the agreed process. Address data entry, allocations, currency handling and calculation requirements with a model that contributors can understand and administrators can maintain.
03Budgeting and rolling forecasts
Build planning workflows around revenue, expense, workforce or other agreed business drivers. Define baseline assumptions, version control and review checkpoints so that changes can be explained and compared consistently.
04Actuals and enterprise integration
Design the movement and reconciliation of actuals, master data and approved plan data. Specify the source of truth, refresh responsibilities, supported interfaces and control totals for every relevant system boundary.
05BPC assessment and transition
Review existing BPC models, rules, integrations and reporting dependencies. Evaluate enhancement, coexistence and transition options without assuming planning and consolidation can be replaced through the same implementation pattern.
06Controls and user adoption
Define contributor access, workflow ownership, data locking and testing. Support finance and operational users with training, calculation documentation, release governance and a practical support model.