Finance advisory helps Non-Profit Scientific and Educational Institution realize financial transformation

Business Challenge

  • Non-Standard, Manually Intensive Reporting and Analysis – Organization had a proliferation of non-standard reports that were manually generated; this created limited self-serve capabilities and a lack of core analytics
  • Siloed, Reactive Decision-Making; Lack of Holistic Enterprise View – Organization had limited ability to drive synergies throughout organization and unclear profitability by business
  • Fragmented, Incomplete Data Integration – Data was decentralized and distributed with no common data repository supporting planning, reporting, and analysis
  • Lack of Systematic Driver-Based Planning – Planning and forecasting supported by disconnected offline Excel models that had excessive level of detail and lacked integrated operational and financial planning


  • Executive Workshops – Conducted working sessions with the Finance Leadership Team to understand the current planning and reporting processes, identify pain points and improvement opportunities, define business needs, introduce best practices and jointly envision an improved planning and performance management environment
  • Strategic Change Agenda – Collaboratively developed a “From/To” strategic shifts change agenda highlighting the key elements of the business planning and finance function future state vision
  • Established Actionable Roadmap – Identified a series of initiatives and established a high-level multi-phase roadmap for improving planning, consolidations, reporting, and analytics capabilities


  • Opportunity Awareness – Established an awareness and understanding across the leadership team regarding existing issues and the potential for significant opportunities across the organization
  • Greater Efficiency – Created a compelling case for change including tangible examples of how improved business processes and optimal leveraging of enabling technology would improve the efficiency and effectiveness of business planning and enhance decision making capabilities
  • Established a Foundation for Future Growth – Intentional transformation roadmap for achieving the desired end state planning and performance management environment

Complimentary Discovery Briefing

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