Planning model design
Dimensions, drivers and versions designed with finance, so budgets and forecasts can be built and compared each cycle.
Industry context
EPM, FP&A and corporate performance in education
We build planning and consolidation models that finance can run each cycle without rebuilding spreadsheets.
Performance management platforms replace the spreadsheets behind budgeting, forecasting and consolidation. Most of the work is in the model itself: the dimensions, drivers and approval steps finance will rely on each cycle, and the data feeds from the ledger.
Schools and universities plan around the academic calendar, with admissions, exams and term breaks deciding when change is possible, and they answer to regulators such as KHDA in Dubai, ADEK in Abu Dhabi and the Ministry of Education in Saudi Arabia. Academic leaders and campus IT need to agree each change, so we time go-live between terms wherever possible. Groups with entities in the UAE and Saudi Arabia often consolidate in more than one currency, and corporate tax in the UAE and zakat in Saudi Arabia shape parts of the model.
After stabilisation we hand over to your teams or keep running the service with you.
Alongside sector regulation, we often map delivery evidence to cross-industry baselines such as the UAE Information Assurance Regulation issued by TDRA, the NCA Essential Cybersecurity Controls in Saudi Arabia and the NIST Cybersecurity Framework, which many risk reviewers already use.
What the work covers
We design, deliver and stay until operation is stable, with evidence your procurement and risk teams can rely on.
Ledger and data feeds
Scheduled loads of actuals from your ERP and other sources, reconciled to the ledger.
Close and reporting
Consolidation, approval workflows and management reports set up around your reporting calendar.
Education regulators and data
We plan reporting and data handling around the requirements of your regulator, such as KHDA in Dubai, ADEK in Abu Dhabi or the UAE Ministry of Education, or the Saudi Ministry of Education, and the personal data law that applies in each market.
Workforce and capital planning
Headcount, cost and capital plans linked to the financial plan, with drivers finance can explain.
Scenario modelling
Alternative scenarios built from the same model, so leadership compares options on consistent numbers.
Signs you are ready to start
A planning programme is ready to start when finance agrees the planning structure and has a cycle in which to run the new model alongside the old one.
- Term dates and the go-live window have been agreed.
- Finance has agreed the planning dimensions and the reporting calendar the model must support.
- Finance has chosen the cycle in which the new model will run alongside the old one.
Plan EPM, FP&A and corporate performance in education
Tell us where you are today and which dates matter. We will propose a first phase with scope, owners and an itemised quotation.