Case Study · Pharma & Healthcare

Budgeting & Forecasting Platform — Large Pharmaceutical Company

Pharma · FP&A Automation · AI Rolling Forecasts · Enterprise Budgeting

The challenge

No single source of truth.

Hybrid budgeting model inconsistencies

Bottom-up/top-down budgeting with different logic for actuals and forecasts — no single source of truth.

Multiple data versions & discrepancies

Multiple data versions and no unified platform led to inconsistencies in reporting across departments.

Manual Excel-based bottlenecks

Manual Excel processes created bottlenecks, inaccuracies, and significant time spent on low-value consolidation.

No scenario planning capability

Absence of value-driver-based and scenario planning tools limited strategic financial agility.

What we built

A unified FP&A platform.

Unified budgeting & forecasting platform

Comprehensive budgeting, forecasting, performance management, and variance analysis in one integrated platform.

Strategic planning with scenario modeling

Bottom-up/top-down approach with value-driver-based and scenario planning replacing manual processes.

AI-powered rolling forecasts

Accurate, data-driven rolling predictions replacing manual forecasting — updated continuously with actuals.

Enhanced reporting & communication

Streamlined inter-departmental reporting, board presentations, and ad-hoc analytics from one system.

Results

Quantified outcomes.

Unified Platform

Eliminating manual Excel-based reporting.

Eliminated

Excel dependency — enhanced data accuracy.

AI-Powered

Rolling forecasts with improved predictive accuracy.

Enhanced

Inter-departmental reporting and board communication.

← All case studies  ·  Talk to our team →