Most FP&A projects don't fail on technology — they fail on unclear scope, unvalidated data, and undefined success. Our methodology addresses all three before they become expensive.
Every project starts with a paid readiness assessment on your real data. If the data or processes aren't ready, we say so — before anyone signs an implementation contract.
Success is defined in writing before the build starts. Each deliverable has concrete, testable acceptance criteria that both sides sign — so 'done' is never a matter of opinion.
Every model is reconciled against your actuals in structured delta-analysis workshops. Discrepancies are tagged, explained, and resolved — not hidden in a footnote.
The project ends with documentation, training, and knowledge transfer. The goal is a finance team that owns and evolves the system independently — not one that needs us forever.
Data audited and reconciled, processes mapped, scope confirmed. The project only starts once this gate is passed.
Data model, integrations, and reporting framework designed and approved — with acceptance criteria signed by both sides.
Models validated against actuals, criteria met and confirmed in writing, team trained. Only then do we call it done.
A 30-minute conversation about your current planning process, pain points, and goals. No pitch deck.
A short, paid discovery on your real data — ending in a readiness report and a clear go / no-go recommendation.
Fixed scope, fixed price, clear timeline — with testable acceptance criteria agreed and signed before the build.
Data model, ERP integration, and planning models built in Farseer — with your team involved at every review point.
Delta-analysis workshops reconcile every model against your actuals until the numbers are trusted.
Training, change support, and a supervised first planning cycle on the new system.
Documentation and knowledge transfer, with optional ongoing advisory — your team runs the system independently.
Book a call and we'll walk you through the methodology on your specific situation.