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Experience
Client Stories
industry
Technology, Media & Telecommunications

Servicing performance reporting systems for growing SaaS co.​

Context

A scaling SaaS company needed to rebuild its monthly metrics package and variance-analysis process to improve visibility into revenue, cost, and unit-economic drivers.​

Value Created

Dynamic SaaS reporting​
automating monthly refreshes and accelerating insights​
Standardized KPI framework​
aligning sponsor and management on consistent SaaS metrics​
Faster variance diagnostics​
enabling root-cause analysis across revenue and cost levers​
Increased FP&A efficiency​
reducing manual effort and freeing time for strategic analysis​

People

VALUE LEVERS

  1. Defined board-level outputs and drill-downs with FP&A​
  2. Standardized SaaS metric definitions across sponsor and management

HOW WE DID IT

  • Partnered with FP&A to define required KPIs, outputs, and variance needs​
  • Unified the organization around consistent SaaS metric definitions

Process

VALUE LEVERS

  1. Built a consolidated data model across finance + operational systems​
  2. Created a scalable monthly SaaS reporting and variance-analysis workflow

HOW WE DID IT

  • Connected budget, ERP, CRM, bookings, and HCM data into a single model​
  • Built a monthly reporting module that trends performance vs. budget and history

Technology

VALUE LEVERS

  1. Developed automated BI dashboards and diagnostic tools connected to ERP, CRM, Bookings, and HCM data

HOW WE DID IT

  • Delivered automated BI dashboards with drill-down diagnostic capabilities
  • Enabled low-effort monthly refreshes by integrating all core data feeds