Planning Platform Rollout Support
Finance-side support while your planning platform is implemented: process design, data clean-up and model design, so it works the way your team plans.
What's included
- Planning calendar and process design
- Chart of accounts and dimension clean-up
- Driver-based model design for budget and forecast
- Data mapping from accounting, payroll and CRM
- User acceptance testing with your team
- Training for budget owners
How it works
- Apply
- Scoping call and written plan
- Work alongside the implementation team
- Go-live and handover
Who this is for
- Companies that have chosen a planning platform
- Lean finance teams without implementation experience
- CFOs who want finance in control of the design
Who this is not for
- Software configuration on the vendor’s behalf
- Tax or audit work
- Companies still on a single spreadsheet
Delivered with our fulfillment partner
Delivered with a vetted specialist partner.
Frequently asked questions
Are you the software implementer?
No. We work on the finance side alongside whoever configures the platform. Platform and implementation fees are separate.
Is $7,500 fixed?
It covers a typical single-entity rollout. Larger scopes are quoted in writing first.
How does payment work?
After we confirm fit and scope in writing, we send a secure payment link or invoice. Nothing is charged when you apply.
What is your refund policy?
Refunds follow our Refund & Returns Policy.
How do I get started?
Send the form below. We review it, confirm fit and scope, then reply by email.
Next step
Keep it running
FP&A Operate Retainer · $2,497/mo
Monthly forecast, budget-vs-actuals and board pack run on your planning platform.
See FP&A Operate Retainer →