Situation
- $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