Strategic consulting for planning, forecasting and consolidation

Cloudmaven advises CFOs and finance teams on how to set up planning, budgeting, forecasting and consolidation in a structured and efficient manner.

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How a strategy reaches the plan and the figures

Strategy development and conception We work out the strategy with you and translate it into goals that are cascaded across business units and entities.

Workshops & idea management In workshops with your teams we evaluate the options for action and agree on the strategic initiatives and priorities.

Proactive financial management Integrated budget, forecast and scenario planning shows deviations early, so you can use the findings to steer what comes next.

Reliable basis for decision-making We build data-driven decision models, and the gap between planned and actual figures shows how confidently you can decide on them.

Clear documentation Every goal is linked to its initiatives, KPIs, owners, timelines and budgets, so the strategy does not stay in a presentation deck.

Clear, consistent communication Goals reach every level of the organization in the same form, connected from vision to execution.

Our consulting fields

We use established finance methods and the planning functions of your ERP or EPM platform, and leave you with models your team can run.

Planning, budgeting and consolidation work as one management system when they share one chart of accounts and one entity structure.

Strategic target definition
Targets and one KPI structure that every entity reports against.

Scenario-based strategy development
Evaluation of options for action under uncertainty

Long-term corporate orientation
Derivation of strategic initiatives and priorities

Integrated corporate planning
integrated budget, forecast and scenario planning

Consolidated financial statements & consolidation
Group-wide consolidation and financial statement support

Data-driven decision making
Building data-driven decision models

Scalable planning architectures
for volatile and dynamic markets

Integrated corporate planning

budget
forecast

plan and actuals

PlanActual

options for action

Reliable basis for decision-making

Manage your company strategically with Cloudmaven

Growth and internationalization Group-wide consolidation and scalable planning architectures carry the plan into new companies and countries.

Introduction or realignment of ERP and/or EPM We set up planning, budgeting and consolidation as one coherent management system before it goes into the ERP or EPM.

Organizational structure We build the organizational and role models a growing company needs for planning and control.

For unclear KPI and control logic We define clear targets and consistent KPI structures, so planned and actual figures can be compared.

Governance and approval models We define roles, approval limits and workflows, so every approval can be traced in the system.

Preparation for investors, M&A or IPO We prepare the consolidation and the consolidated financial statements for investors, buyers or an IPO.

Companies that work with us

What our planning models have in common

Professionally resilient The models are scenario-based, so market changes can be built in quickly without putting the consistency of the overall plan at risk.

Organizationally accepted We move existing planning logic into the new models step by step, with the aim of high acceptance and less manual work.

Technically scalable Excel-based planning does not scale, so we turn it into system-supported models on a scalable planning architecture.

Documented The logic and assumptions of each model are written down, so your team can follow and maintain them.

Customer Testimonials

Martin Hoffmann
CFO and Co-CEO, ON

This tool is so valuable to us that its benefits can hardly be expressed in figures. It saves an enormous amount of time and energy and, in financial terms, represents precisely the freedom we want to give our employees in their day-to-day work.

FAQs

Which KPIs are relevant for planning reliability?

Planning reliability shows in how accurate the forecasts are. The central KPIs are the deviation between plan and actuals, the budget and cost deviation, and the accuracy of sales and cash flow forecasts. How stable the forecast stays from one cycle to the next, and how early deviations are spotted, show how far you can rely on the plan.

How does Cloudmaven support companies in switching from Excel to structured planning models?

We start with the Excel files your team plans in today and write down the logic and assumptions inside them. Then we move that logic into the system step by step, so the people who plan recognize their own model and the manual work drops.

How flexible are planning and forecasting models in changing markets?

The models are deliberately scenario-based. Adjustments to market changes can be made quickly without jeopardizing the consistency of the overall planning.

When does Cloudmaven’s strategy consulting make sense for my company?

When the plan no longer fits what the company is becoming, with growth into new countries, new entities, investors or an IPO.

Cloudmaven consulting can become your control element

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