Explore Our Services

Planvera Advisory provides independent, vendor-neutral FP&A operating model and systems advisory services designed to help organizations build scalable planning, forecasting, and reporting processes before selecting technology. Our approach focuses on defining the planning framework, operational drivers, data flows, and ownership structure required for long-term success and adoption.

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What We Offer

Most engagements begin with the FP&A Blueprint and expand into software alignment and implementation oversight based on organizational needs and project complexity.

Engagement scope and investment vary based on organizational complexity, number of business units, data sources, and implementation requirements.

  • 4–6 Weeks | Typical Investment: $15K – $25K

    The FP&A Blueprint establishes the operational and planning foundation required before evaluating software solutions. This phase is designed to identify how the business should forecast, budget, and report based on operational drivers and organizational workflows.

    Includes:

    1. Current State Assessment
      Review existing forecasting, budgeting, reporting, and planning processes to identify gaps, inefficiencies, and risks.

    2. Data & Systems Map
      Document source systems, key data flows, manual dependencies, and integration requirements across finance and operational processes.

    3. Driver Model
      Define the operational drivers that influence revenue, costs, headcount, and business performance.

    4. Ownership Matrix
      Establish accountability for forecast inputs, assumptions, reporting responsibilities, and review processes across departments.

    5. Process Design
      Design a scalable forecasting and budgeting workflow aligned to business operations and management reporting needs.

    Deliverable:

    A complete “FP&A Blueprint” including:

    • Data flow architecture

    • Driver framework

    • Ownership structure

    • Planning process design

    • High-level system requirements

  • 2–4 Weeks | Typical Investment: $10K – $20K

    Once the FP&A Blueprint is established, this phase aligns business requirements to the most appropriate FP&A software platforms based on organizational complexity, scalability, workflow needs, and operational fit.

    Includes:

    1. Requirements Definition
      Translate the FP&A Blueprint into structured functional and technical requirements.

    2. Demo Scripts
      Create standardized business-driven demo scenarios to ensure consistent vendor evaluation and apples-to-apples comparisons.

    3. Vendor Shortlist
      Identify and evaluate best-fit FP&A platforms based on organizational needs and complexity.

    4. Scoring Model
      Develop a structured evaluation model to compare functionality, usability, scalability, implementation complexity, and total cost.

    Deliverable:

    A vendor-neutral software evaluation package including:

    • Requirements framework

    • Vendor comparison matrix

    • Scoring model

    • Final platform recommendation

  • 1–4 Months | Typical Investment: $10K – $30K

    This phase provides independent oversight during implementation to ensure the approved planning model, drivers, workflows, and requirements are properly translated into the final system configuration.

    Includes:

    1. Vendor Oversight
      Provide independent review and challenge assumptions, scope changes, and unnecessary complexity introduced during implementation.

    2. Design Validation
      Ensure the implemented model aligns with the approved FP&A Blueprint and business process requirements.

    3. Implementation Guidance
      Support decision-making related to model structure, workflow design, and reporting usability.

    4. Risk & Scope Monitoring
      Identify implementation risks early and help maintain alignment between business goals and system configuration.

    Deliverable:

    Independent implementation advisory and validation support designed to reduce implementation risk, improve adoption, and maintain alignment to business objectives.

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