Cloud software co. modernizes forecasting to drive scalable growth

Context

A hyper-growth cloud software company struggled to manage annual budgeting and monthly reforecasting. As the business scaled, fragmented Excel models, an inflexible legacy EPM system, and the lack of a single source of truth limited reliable reporting and insights. The company needed a modern and scalable platform to improve reporting visibility, unlock planning insights, and reduce manual effort without sacrificing speed or control.

Value Created

50%

reduction in budgeting and reforecasting cycles

Greater

visibility into core revenue and cost drivers

Centralized

source of truth across planning processes

Reduced

manual effort and operational risk

People

VALUE LEVERS

Cross functional collaboration within Pigment

HOW WE DID IT

Enabled Finance, Sales, HR, and Operations to collaborate within a shared planning environment
Established controlled, role-based access to specific views and levers to support co-creation of plans
Trained end users on self-service reporting and model management

Process

VALUE LEVERS

Streamlining and standardization of budgeting, forecasting, and management reporting

HOW WE DID IT

Implemented driver-based planning models across ARR cohorts, headcount, sales capacity, and OpEx forecasting, replacing manual spreadsheets with interconnected real-time models
Created forecasting workflows to support budgeting and reforecasting cycles
Streamlined management and board reporting, accelerating insight generation and improving visibility into key performance drivers

Technology

VALUE LEVERS

Connected planning and flexible driver-based model implementation

HOW WE DID IT

Designed and implemented a connected planning solution in Pigment
Enabled Pigment’s scenario modelling to transform highly manual what-if analyses into a repeatable, optimized forecasting engine
Automated data integrations across HRIS, ERP, CRM, and EDW systems, eliminating manual data consolidation and reducing operational risk