Integrated Planning

Plan for anything, everything

Digital transformation for your finance function by automating budgeting, planning and forecasting processes

Integrated Planning xP&A

Planning has become a key priority for enterprises, given the backdrop of disruption and global volatility in today’s digital world.

In this dynamic market landscape, the Financial Planning and Analysis (FP&A) function needs to have the ability to develop plans and forecast in real-time. This is possible only if the FP&A function is aligned with planning across the enterprise.

We have helped companies of all sizes – from large-scale enterprises to small and mid-size businesses – to improve the speed, flexibility and accuracy of their financial planning, budgeting and forecasting processes through our FP&A solutions.

We are one of the leading FP&A consulting firms in Asia amd the Middle East, with successful implementations across industry verticals like hospitality, healthcare, pharmaceutical, manufacturing, education and public sector. We can help to design, build and optimize your planning platform, all the way from strategy to implementation, through our specialized industry solution frameworks and accelerators.

Enterprise Performance Management Consulting

Strategy & Roadmap

We leverage on our deep functional and industry expertise to offer strategic insights to navigate the evolving digital finance landscape and help you to come up with a clear roadmap to solve your unique business problems

  • EPM System health check & Advisory
  • EPM Strategy & Roadmap
  • EPM Architecture Study
  • Performance Improvement Recommendations


We help to implement planning, budgeting and forecasting solutions by offering industry leading EPM platforms aligned to your organizational goals. Our solutions are available on cloud, on premise or for mixed deployment environments.

  • Platform / tool assessment & selection
  • End to end implementation
  • Customized solution frameworks
  • Upgrades & Migrations

Training & Education

We provide ongoing training and support services to our clients.

  • Knowledge transfer
  • Ongoing support
  • Specialized training programs

How We Help Our Clients

We partner with our clients to help integrate and optimize their strategic, financial and operational planning for accelerated business results

Integrated Planning Solutions across your business


  • Financial Planning, Budgeting & Forecasting
  • Capital Planning
  • Expense Planning
  • Driver based Planning


  • Sales & Operations Planning
  • Demand & Supply Chain Planning
  • Production Capacity Planning
  • Inventory Planning & Optimization


  • Sales Territory Planning
  • Sales Quota Planning
  • Sales Capacity Planning
  • Sales Forecasting


  • Promotion Planning
  • Marketing Spend Planning
  • Budget Allocation Optimization
  • Performance Forecasting


  • IT Portfolio Planning
  • Project Planning
  • Capacity Analysis
  • IT Budgeting


  • Headcount & Staffing Planning
  • Salary & Compensation Planning
  • Workforce Optimization
  • HR Planning
Integrated Planning solutions across key industrries


  • Demand Forecasting
  • Capacity Planning
  • Cost Allocation
  • Sales & Operations Planning


  • Revenue Planning
  • Expense Forecasting
  • Profitability Analysis
  • Payer Mix/Service line Analysis


  • Product Profitability/ Cost Analysis
  • R&D Budgeting
  • Performance Reporting
  • Inventory Planning


  • Occupancy Planning
  • ADR & RevPAR Analysis
  • Scenario Forecasting
  • Seasonal Planning


  • Student Load Forecasting
  • Campus Capacity Planning
  • Funding Analysis


  • Workforce Planning
  • Procurement Planning
  • Spend Allocation
  • Collaborative Budgeting

Customer success stories


Automation of budgeting, planning and forecasting processes reduces planning cycle time by 50%

We helped a leading manufacturing client to automate their financial processes, thereby streamlining their entire planning process. Multiple year plans could now be easily created by linking short term plans to strategic goals.

Cost allocation with activity-based costing helps to enhance demand and capacity planning

We helped a global industry machinery manufacturing client to implement a centralized budgeting system, ensuring seamless collaboration across all their financial processes. This helped them to perform “What-if analysis” on purchase vs produce mix, risk analysis on sales plan etc. thereby helping to enhance demand forecasting.


Integrated enterprise–wide financial planning, budgeting and forecasting solution helps client to plan and forecast accurately

We helped a leading healthcare client to analyze and forecast effectively based on the service line mix, payer mix, average patient stay, occupied bed days etc. This was achieved by implementing driver based planning.

Let’s connect to explore how we can bring value to your business.