We map the work to your home-market rules and to the GCC regulations that apply where the systems will run, and prepare the evidence in a form your compliance team can file.
Boston Solutions
Best EPM, FP&A and corporate performance company in Boston
Budgets, forecasts and consolidation on a planning model finance can run without a developer. Hosn Al Tomoh works with organisations in Boston on planning and performance management, agreeing scope, responsibilities and proof of completion for each phase from the start.
Performance management platforms carry budgeting, forecasting, consolidation and board reporting. The heart of the work is the planning model: which drivers move revenue and cost, at what level of detail, and who owns each assumption.
We work with clients across the Middle East and beyond. For organisations in Boston, that usually means a programme with a Gulf footprint: we plan for your home-market data protection rules and for the GCC laws, such as the UAE and Saudi personal data protection laws, that apply where systems and data will sit.
Your teams keep oversight throughout, and before we step back we hand over the runbooks and train the people who will run the work.
Where you already work with systems integrators or vendors, we can deliver in partnership with them, with each party's responsibilities written into the contract.
What the work covers
We measure success in working systems and agreed metrics, not in recommendations.
- Driver-based models that finance can change without a developer.
- Actuals loaded from ERP on a schedule and reconciled to the ledger.
- A close and consolidation calendar with a named owner for each step.
Where programmes go wrong
Planning projects fail when the model copies every tab of the old spreadsheets. We agree the level of detail and the drivers with finance before building, so the model stays fast and easy to maintain.
We record decisions, responsibilities and test results as we go, so internal audit and regulators can trace every decision and who approved it.
Common questions
What buyers usually ask before a first workshop.
No. Many finance teams keep spreadsheets as a front end for input and analysis, while the model, the data and the approvals live in the planning platform.
Yes. We document the current integrations first and keep existing systems running alongside the new ones until the switch-over is proven.
Stages of the work
A phased approach, from assessment to knowledge transfer.
Assess
We review the current state, the risks and the quick wins.
Plan
We draw up a phased plan with scope, team, responsibilities and acceptance criteria for each phase.
Deliver and verify
We deliver in phases and show that each one meets its criteria.
Transfer knowledge
We document what we built and train your teams to run and change it.
Ready to mature your operations?
Book a technical consultation with our principal engineers to map out your architecture and transition plan.