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 energy and utilities
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.
Energy and utility companies run long-lived assets where safety comes first, with field and site teams spread across many locations. We time changes to corporate systems away from approved shutdowns and maintenance seasons, when site staff are busiest. 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 we deliver
Specialists in energy and utilities and platform engineers, with you from design to stable operation.
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.
Sector regulators and audit
Energy and utility companies answer to sector regulators such as the Department of Energy in Abu Dhabi or the Water and Electricity Regulatory Authority in Saudi Arabia, so we keep approvals and records in a form internal audit and the regulator can review.
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.
What to have in place first
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.
- Business owners at head office and on site have been named.
- 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 energy and utilities
Tell us where you are today and which dates matter. We will propose a first phase with scope, owners and an itemised quotation.