BUSINESS INTELLIGENCE

KNOWLEDGE IS POWER

Create advanced reporting capabilities that enable agile decision-making, mitigate risks, uncover growth opportunities, and drive sustainable profits in dynamic and competitive environments.

KEY FOCUSES

 

TIMELY & ACCURATE

A robust FP&A function is the cornerstone for effective decision-making in a rapidly evolving business environment.

Ensure that decision-makers have access to the latest information when making strategic choices. Market conditions, customer preferences, and internal dynamics can change swiftly in a company seeking rapid growth. The goal is to enable real-time or near-real-time insights so the company can adapt quickly to changing circumstances and capitalize on emerging opportunities. 

INSIGHTFUL

Today’s FP&A function needs to go beyond presenting raw data.

BI must identify and extract meaningful patterns, trends, and correlations from the data to uncover actionable insights. This is particularly crucial for growing companies as they navigate through various stages of expansion, market penetration, and product/ service diversification. Insightful BI helps identify growth opportunities, operational efficiencies, and areas for improvement, guiding your business toward sustainable growth and profitability.

ACTIONABLE

Want to get clear recommendations and alternatives based on the insights derived from your FP&A function?

We aim to bridge the gap between analysis and execution, empowering decision-makers to translate insights into tangible actions that drive positive outcomes. Actionable BI is instrumental in prioritizing initiatives, allocating resources effectively, and optimizing performance across different business functions.

PF: Growth through innovation

“To me, CFOs are successful when they’re viewed by the leadership as a valued partner, not just providing back-office support. ALTA Creci stepped in as a phenomenal CFO resource, helping us formulate strategy, think through the bigger decisions, and then going off and getting those decisions implemented.” —David S., CEO, PF

HOW WE CAN HELP

 

Communicate With Clarity

To keep your team focused, certain access needs to be limited to key members of the leadership team responsible for running smooth operations of the business.  Whenever practical, we prefer best-in-class, cloud-based technologies that provide real-time, targeted information to key managers wherever they are.

 

Maximize Institutional Knowledge

Data insights are enhanced with foundational knowledge and industry experience. Build a robust financial operations model that keeps up as your business evolves with growth and success. Setting things up correctly on the front end creates a sustainable advantage that allows your leadership team to focus on strategic initiatives and sleep well at night.

Make Informed Business Decisions

There is art and science to building KPIs based on daily activities and then developing a customized visualization of that data in real-time.  Dashboards and management reports are not one size fits all. Properly designed, they become a critical decision-making tool that is action-oriented. 

 

Targeted & Customized Solutions

A proven ability to bridge the gap between raw data and actionable information sets the groundwork for next-level successes for growing businesses.  Creating management reports and dashboards targeting accurate and timely data informs (i) which services or products to focus on, (ii) opportunities for optimized pricing, and (iii) areas where cost-reduction programs can be effective. 

Ready to talk?

We work with ambitious leaders to achieve outstanding results. Let’s work together to define and deploy your company’s path to success.