Now I manage our Planning, Not everyone and their spreadsheets

The IFI team helped move us to continuous planning in the cloud so we could benefit from:

  • Now our Planning & Budgeting is continuous due to automation and system design alignment
  • We now have timely rolling budgeting and planning data by removing delays in Operational information flow and the Accounting Close
  • Before our Accounting & Planning software was setup in a simplistic way that did not reflect or automate the complexity of our business
  • By maintaining a single-source of truth for our entire business our Financial & Operational Reports allow us to run our business by the numbers

We transformed from using complex spreadsheets for basic budgeting, forecasting, and planning with integrity and timeliness challenges to a valuable planning services provider to our exec team and the business units.

Jim French, Founder & CFO
Discusses Planning in Chaos & Beyond

img-step

The Continuous Planning Maturity Journey

Budgeting

Planning

Consolidations

Reporting

Information Integration

WE ARE FINANCE PROFESSIONALS THAT OPTIMIZE YOUR
BACK-OFFICE FOR CONTINUOUS PLANNING TRANSFORMATION

SUCCESS STORIES

  • “Applying Insulation Contractor expertise to the information flow between our accounting and FieldGroove CRM system has been the key to providing the visibility and control that lets me work on the business instead of in the business.”

    david-khan

    David Kahn
    President at Ecological

  • “We improved visibility and efficiency by leveraging outsourced managed accounting and fractional technology transformation services for both our internal accounting and for that of our portfolio companies”

    2977479982

    Richard Campbell
    CFO at Parallax Capital Partners

Timelines for Initiatives on your Continuous Planning Journey