Case Study

Cloud-based Financial Planning & Analysis Solution for $100M Software-As-A-Service Company

"SLKone transformed an antiquated finance function from a transaction manager to a strategic business partner"


  • $100M Software-as-a-Service company focused on enterprise data management lacked financial and operational Key Performance Indicators​
  • The company consisted of nine acquisitions that had been integrated at various degrees​
  • The Financial Planning & Analysis (FP&A) leader exited the company without notice​
  • Existing FP&A tool: Host Analytics, was poorly implemented​
  • Organization lacked automated reporting capabilities​
  • SLKone was hired to evaluate and manage the implementation of reporting tool

Bespoke Solutions

  • Identified three potential FP&A solutions​
  • Rescued an overbudget implementation by working with implementation office to reallocate hours ​
  • Independently coordinated with implementation partner​
  • Developed ‘one click’ reporting capability

Leading With Results

  • Successful implementation that ultimately supported the creation of a first ever budget​
  • Led to the sale at 13x Earnings before interest, taxes, depreciation, and amortization (EBITDA); total price was >$700M
Case studies and expertise may represent projects and engagements performed by SLKone team members prior to their employment at SLKone