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

  • “The IFI expertise in the commercial solar industry is demonstrated by the solutions that we have deployed together that cover Development, EPC and Maintenance & Operations. This included software systems for CRM, Project Planning & Project Management, Accounting, Planning and all of the project specific reporting related to investors and tax credits.”

    Jamie Kipke

    Darren Devine
    CFO

    Solar
  • “Working with people who understand the construction lifecycle in terms of construction operations, accounting and planning has been key to the success of our business.”

    Jamie Kipke

    Jaime Kipke
    CFO

    Construction

Continuous Planning Journey

img-chart

Continuous Planning Journey Timeline