CLIENT SUCCESS 1  Automating Monthly Forecasts


A lengthy financial forecasting process impacted our client’s ability to respond quickly to management’s business needs. Their skilled analysts labored — collecting forecasts from other departments, layering in newly available actual data, and relying on trial and error — to target key business objectives, such as determining a capitalization forecast that would satisfy regulatory constraints.



A much faster and automated monthly forecasting process allowed the team to spend more time analyzing drivers and improving their forecast, and less time on manual data management.