Results · Anonymised case studies
Real engagements. Real numbers. No names.
We never name clients or employers — confidentiality is part of the job. What we can share is what was built and what changed. Every figure on this page comes from delivered work.
~3 moto Anaplan go-live, replacing a legacy EPM
75planning users onboarded with SAML SSO
3,400+cost & project codes structured
92%+reconciliation across ~2,650 employees post go-live
28→47%gross margin restated after reclassification
11-tab3-year P&L, balance sheet, cash flow & DSCR model
Replacing a legacy EPM with Anaplan — live in about three months
- The challenge
- A multi-entity IT services business had outgrown its Vena-based planning. It needed an integrated financial planning platform that could handle billing currencies, multiple views of the P&L and tight data access.
- What we built
- Ran the PMO and solution design for an Anaplan integrated financial planning (IFP) rollout: entity architecture, billing-currency logic, row-level security and a multi-view P&L. Integrated Workday compensation data and SAML single sign-on. After go-live, led the reconciliation of the employee base.
~3 moto go-live
75users
3,400+cost / project codes
92%+of ~2,650 employees reconciled
DesignPMOIntegrateUATGo-liveHypercare
AnaplanVena (legacy)WorkdaySAML SSO
An AI agent that explains revenue-to-GP variance
- The challenge
- Leadership wanted faster, consistent answers to “why did gross profit move?” — and clarity on where AI would genuinely pay back.
- What we built
- A variance-analysis agent (Databricks Genie) tracing revenue to gross profit by customer, cluster and project — plus a five-pillar AI ROI framework to prioritise further use cases.
Record-to-ReportRevenue & BillingFP&ABI & TransformationRisk & Compliance
Databricks GenieEnterprise AI
A CFO executive dashboard that reads in one screen
- The challenge
- The CFO needed a dashboard that said what changed and why — not just more data.
- What we built
- A Tableau redesign led by an insight strip of the month’s key messages, a revenue bridge waterfall from prior to current period, and a customer concentration-risk panel.
TableauKPI designRevenue bridge
Business cases the C-suite could decide on
- The challenge
- Several operational asks needed a clear cost, option and return view before leadership would commit.
- What we built
- Decision-ready business cases for a contract-management system renewal, a revenue slice report and a travel-expense control programme.
Business casesROIControls
A lender-ready model — and a margin story that changed
- The challenge
- A small business preparing for a loan had accounts that understated its true trading margin because costs were misclassified.
- What we built
- Reclassified the cost base and built an 11-tab, 3-year integrated P&L, balance sheet, cash flow and DSCR model for lenders.
28% → 47%gross margin, restated
11 tabs3-yr P&L / BS / CF / DSCR
Excel3-statement modelDSCR
One view of profit across three ledgers
- The challenge
- Entities in different countries ran on Zoho Books, Tally and QuickBooks, so nobody could see vertical P&L, bench cost or project profitability in one place.
- What we built
- FP&A and data architecture consolidating the three ledgers into SQL Server and on to Power BI: vertical P&L, bench visibility and project profitability.
Zoho BooksTallyQuickBooksSQL ServerPower BI
The problem wasn’t payroll software
- The challenge
- The owner asked for help with payroll and software. The diagnostic showed the real issue was revenue recognition, work-in-progress and job costing.
- What we built
- Reframed the brief and set out a phased path: diagnostic, then process redesign, then Zoho implementation, then an ongoing MIS retainer.
DiagnosticProcessZohoMIS retainer
Root cause firstJob costingWIP
We run what we recommend
- The context
- Tusker Minds operates its own e-commerce business, so we live with the same systems questions our SMB clients face.
- What we built
- Zoho Books as the ledger, inventory reconciliation, and a WooCommerce integration so orders flow into the books without re-keying.
Zoho BooksZoho InventoryWooCommerce
Case studies are anonymised: client and employer names, and details that could identify them, are withheld. Happy to discuss relevant experience in more depth under NDA.
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