Planning and Forecast

Your forecast is only as current as its last upload.

We work with Workday Adaptive, Anaplan and IBM Planning Analytics (TM1). Most sites load them by hand: an ERP export, a mapping spreadsheet, a monthly window one person owns.

We build scheduled connectors from your source systems into the model, reconciled against source totals.

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What the connector does

Actuals loads

General ledger, headcount and pipeline into the model on a schedule, not at month end by hand.

Dimension sync

Cost centres, accounts and org structure kept aligned, so a restructure doesn't break the load.

Writeback

Approved plan versions returned to the warehouse, so planning and reporting report the same figures.

Reconciliation

Every load checked against source totals, with a report when they differ.

Source systems

Your ERP, HRIS, CRM, billing system, and the warehouse itself. Where a system has no usable API, we work from a database replica or a scheduled file export.

Load it from the warehouse, not the source

A planning model fed straight from source systems drifts away from your reporting, because each applies its own definitions.

Fed from the warehouse, both use the same ones. Variances then trace to a driver rather than to a data discrepancy.

Common questions

Three worth settling first.

  • We already have an implementation partner for the platform.

    Good, and we're not one. We build the data layer that feeds the model and work alongside whoever owns the model itself. That split is usually cleaner than asking one firm to do both.

  • Can you load from a system with no API?

    Yes. Database replica, scheduled export or secure file drop, depending on what the vendor allows. It changes the design, not the reliability.

  • How often can it run?

    Daily for actuals is typical, hourly where the source supports it. Close needs a dated freeze so figures stop moving mid-review, and we build that in.