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 healthcare and life sciences
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.
Healthcare providers, insurers and life sciences companies work under patient safety obligations and strict health data rules. Clinical leaders, privacy officers and IT need to agree how data is accessed and shared before anything is configured. 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.
We hand over with runbooks and training, and can stay on under agreed service levels.
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 healthcare and life sciences 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.
Health regulators and exchanges
We work within the requirements of the authority that licenses you: DOH in Abu Dhabi, DHA in Dubai or MOHAP in the UAE, or the Ministry of Health, the Saudi Food and Drug Authority and the National Health Information Center in Saudi Arabia. In Saudi Arabia, health insurance claims follow the Council of Health Insurance's rules through NPHIES, and public hospitals are grouped into health clusters under Health Holding. Integration with exchanges such as Malaffi, Nabidh, Riayati and NPHIES is planned where your services use them.
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.
- Privacy has decided which health data the platform may hold and where it may be hosted.
- 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 healthcare and life sciences
Share your current systems, compliance themes and timeline. We will return a phased plan, a staffing model and a risk register for your stakeholders to review.