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.
San Francisco Solutions
Best EPM, FP&A and corporate performance company in San Francisco
Budgets, forecasts and consolidation on a planning model finance can run without a developer. Hosn Al Tomoh works with organisations in San Francisco 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 San Francisco, 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.
Work runs in short phases you can review. We strengthen your team with specialist people where you need them, and each phase closes with a demonstration and a decision on what comes next.
Ask us for examples of what you will receive: plans, test evidence and handover packs. Judge the proposal on those, not on slides.
What has to go right
These are the factors that usually decide whether the programme meets its goals.
- 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.
What we check first
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.
At the end of each phase we provide the proof your risk and audit teams need to file: test results, access reviews and signed handover documents.
Before you start
Practical questions from IT and procurement teams.
Each phase is scoped and priced separately, with the team, the deliverables and the acceptance criteria written down, and you receive an itemised quote before work starts.
Your team, unless you choose managed services. We name who is responsible for each component before launch, hand over the runbooks and train your people.
How the work runs
Four stages, each with clear criteria for moving to the next.
Discover
We document the current set-up, the people involved and the constraints, and agree what success looks like.
Design and plan
We set the target design, phases, test approach and acceptance criteria, and review them with your architects and risk team.
Build and test in stages
We deliver in increments, testing and demonstrating each one before the next begins.
Hand over
We hand over runbooks, train your team and support the launch, then formally transfer responsibility to the people you nominate.
Ready to mature your operations?
Book a technical consultation with our principal engineers to map out your architecture and transition plan.