Who We Serve

Software-as-a-Service (SaaS), is a cloud based software delivery model that allows end users to access software applications over the internet.  Bookings and revenue forecasting, as well as people and technology costs are the primary, but not the only, concerns affecting the future of SaaS clients.  We can work with your team to understand the bookings and revenue cycles, including 606 considerations.  We can even bring in pipeline data from your sales planning software, like Salesforce. 

If you are looking for a way to plan for sales using sales reps, territories, quota and ramping, our team can work with you to design a sales planning model to provide both sales and people costs guidance.

Need help planning for funding or grants from different sources?  Or, maybe you need to allocate costs to projects based on hours or headcount, as well as project-specific expenses?  Each non-profit has unique challenges, and no two are alike.  We work with you and your team to understand those complexities and design a model that works for your business.

Manufacturing and retail includes a variety of unique industries and can be vastly different, depending on the products they make and consumers they serve.  From inventory planning to transfer pricing, and everything in between, we have worked with countless teams to customize a planning solution that works for their business.  Need to reforecast quickly due to changing demand or supply chain issues?  Do you want to determine profitability based on alternate geo/regions?  We'll help you build models to scale with your business needs and plan for those "what-ifs."  

The ever-changing world of life sciences and biotech requires a flexible planning tool.  With Adaptive Planning, gross-to-net calculations and clinical trials don't have to be so time-consuming.  By reducing the amount of time your team spends inputting data, this tool can give them more time to analyze key metrics needed to uplevel your business and get ahead of a changing market.

Do you rely on public funding, or are you independently funded and operated?  Is your focus on providing education and research, or generating revenue and profit through educational services?  This industry faces various challenges, including rising costs of tuition and fees, access and equity issues, changing student demographics, technological advancements, and evolving workforce demands. Institutions within the industry also compete for funding, faculty, students, and research opportunities.  Whatever challenges your team faces, we will work with you to define your objectives, set goals, and develop models to address those goals and plan for the uncertainties.

The construction industry is typically driven by economic factors, including trends in real estate, infrastructure development, and government spending on construction projects. It is labor-intensive and requires skilled workers, sophisticated equipment, and advanced technologies for design, project management, and construction techniques.  However, it also faces various challenges, such as safety regulations, environmental concerns, project delays, cost overruns, labor shortages, and changing market conditions.  Our team of experts can work with you to design, build and implement solutions to make the planning and forecasting process more efficient and free up your team to focus on business decisions.

Professional services teams span a variety of industries, but many of the revenue and expense drivers overlap.  Do you project services revenue based on headcount, licenses, or time and materials?  Need to plan services revenue recognition?  Are people costs your biggest expense?  Do you outsource or have contractors?  We can work with your team to build out models that will allow you to plan for your largest expenses and plan for different revenue mixes, as well as changes in your business structure.  

This dynamic and ever-evolving industry aims to create awareness, generate interest, and influence consumer behavior through various marketing strategies and activities, including  promoting products, services, brands, or ideas to customers, clients, or target audiences.  Because the industry is highly competitive and fast-paced, it requires creative, strategic and innovative data-driven decision capabilities, all of which Workday Adaptive Planning can tackle.

The legal industry is a unique professional services industry that includes stand-alone firms, corporate legal departments, government agencies, and service providers.  Sub-types within the industry may include corporate law, real estate law, intellectual property law, tax law , employment, family, immigration, environmental or criminal law.  It is highly regulated and can range in size and complexity.  Our job is to understand those complexities and design and build models that capture them and turn them into data-driven insights that fuel business decisions.

Whether non-profit or for-profit, associations are designed to bring individuals, businesses or other organizations together for a common goal, purpose or interest.  They can span a wide range of industries, typically with a membership based structure.  In exchange for membership, associations provide members with many benefits, including but not limited to advocacy, education, and resources.  Our team of experts can work with you to build model-driven budgets and forecasts aimed at providing insights into membership metrics as well as the rising costs of benefits in this ever-changing economic climate.

Healthcare is a complex industry that includes hospitals and clinics, medical device and equipment manufacturers, health insurance companies, digital healthcare, long-term care facilities, and public health organizations.  With advancements in medical research and technology, this industry is constantly evolving and subject to scrutiny.  It is critical that costs be captured accurately and that budgets and forecasts capture not only the basic necessities, but also the what-ifs.  In order to continue to provide essential healthcare services in a growing and changing economy, your team needs to be equipped with the right tools.

The insurance industry's main objective is to manage risk while protecting against potential losses for both individuals and organizations. This industry includes everything from property and casualty insurance to life and health insurance, and everything in between. Insurance technology and regulating agencies also play a valuable role in this industry.  For budgeting and forecasting, it is important to not only capture the transactions between insured and insurers, but also the costs of oversight and regulation.  

This industry encompasses various businesses and institutions involved in managing, handling, and facilitating financial transactions, investments, and other financial activities.  It plays a crucial role in the global economy by providing financial products, services, and solutions to individuals, businesses, and governments.  Given the current economic environment, it is more critical than ever that these organizations have the capability to quickly pivot and report results.  Workday Adaptive Planning has the flexibility to accommodate various types of businesses and drivers, making it easier to produce and analyze those results.