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 manufacturing
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.
Manufacturers plan around production schedules, maintenance shutdowns and suppliers in several countries, and their finance, commercial and people processes follow the same calendar. Plant, quality and business owners need changes timed so they do not disrupt month-end, production or audits. 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 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.
Quality and audit records
We keep approvals, changes and reference data in a form your internal and external auditors 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.
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.
- The month-end, production peak and audit dates the programme must avoid 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 manufacturing
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.