Planning model design
Translate business drivers, assumptions, account structures and decision cycles into a practical planning model.
Finance Systems · MereSimplicity Build
Does every planning cycle begin by rebuilding the spreadsheet?
Understand how operating choices affect the plan, with the assumptions in view.
Repeated reconciliation leaves less time to understand what changed. Connect financial plans with useful operating records and keep assumptions visible, so the next conversation can focus on choices rather than competing numbers.
The challenge
What gets in the way.
Planning cycles are slow, numbers require repeated reconciliation and decision-makers cannot easily see how operational changes affect financial performance.
Where we fit
Who this helps.
Finance and leadership teams that need more connected budgeting, forecasting, scenario planning, consolidation and management reporting.
Connected budgetingOperating assumptionsManagement reportingLess manual preparationVisible scenarios
How we help
Make the system serve the work.
Choose the parts that address your problem. The scope follows the work that needs to become easier, with changes introduced in manageable stages.
Finance & operating plans
Connect financial plans with sales, workforce, capacity and operational information where those relationships are useful.
A repeatable planning process
Configure planning, forecasting and reporting around agreed models, roles and review workflows.
Reporting & consolidation
Create repeatable management views with controlled definitions and traceable inputs.
Finance automation
Reduce manual preparation, routing and reconciliation while retaining approvals and review controls.
Scenario & performance analysis
Make assumptions visible and compare credible scenarios without presenting estimates as verified facts.
How the work moves
Know what is changing and why.
Align
Agree the decisions, planning cadence, drivers, owners and reporting needs.
Model
Design structures, assumptions, calculations and control points.
Implement
Connect sources, configure workflows and validate results with finance owners.
Embed
Run real cycles, document ownership and improve based on actual use.
What changes
The improvements we work toward.
Shorter and more controlled planning cycles
Clearer links between operations and financial performance
Less manual consolidation and spreadsheet rework
More transparent assumptions and scenario decisions
Platforms & approaches
Selected to fit the work.
Workday Adaptive PlanningFP&AxP&APower BIFinance automationData integrations
The architecture and platform are chosen for the organisation's requirements. Not every engagement uses every technology listed.
Start with the business need
What keeps getting in the way?
Tell us where the process slows down or the information becomes difficult to trust. We’ll review what already works and agree a useful next step.
Intelligence & Build
Understand the system. Engineer the improvement.
MereSimplicity Intelligence is being developed to understand the system, investigate performance and determine what should improve. MereSimplicity Build engineers the processes, software and connections that make those improvements possible. Measurement establishes whether the change worked.
- Build the systems
- Capture the activity
- Understand the information
- Choose an action
- Measure and learn