SimpleFi Solutions · Sales reference · Last reviewed 5 Jun 2026
How to use this: Each product shows what it does at a glance. Click Typical reports, Common integrations, Discovery questions, or Key value props on any product to expand that detail inline. Use the sidebar to jump to a product, the chips to filter by category, or the search bar to find a product by report, integration, or value prop. Every detail panel has a Copy button for proposals and call notes. Print the page (footer link) to render everything fully expanded.
Pipeline and sales planning
Forecast bookings and revenue from the top of the funnel through close.
What it does
Pipeline and Sales Planning supports forecasting top-of-the-funnel commercial activity through the close of deals. It combines bottoms-up opportunity-level pipeline data with quota, territory, and historical conversion assumptions to project bookings, billings, and revenue by product, segment, region, and rep. Sales leaders use it to set quotas, model coverage and capacity, run what-if scenarios on win rates and deal velocity, and reconcile commit vs. best-case vs. stretch forecasts against the operating plan.
Typical reports
- Weighted and unweighted pipeline by stage
- Pipeline coverage ratio vs. quota
- Bookings and revenue forecast by product, segment, region, rep
- Commit vs. best-case vs. stretch
- Win-rate and average deal-size trending
- Quota attainment and ramp
- New logo vs. expansion mix
- Pipeline aging and slippage
- Forecast accuracy and variance to plan
Common integrations
- Salesforce (or another major CRM) for opportunities, accounts, stages, and close dates
- SAP S/4HANA (or ECC, Oracle, NetSuite, Microsoft Dynamics) for closed-won and revenue actuals
- SAP SuccessFactors or Workday for headcount and ramp
- SAP Datasphere or SAP Business Data Cloud for historical conversion benchmarks
Discovery questions
- How are you currently building your sales forecast — bottoms-up from CRM, top-down from quota, or both?
- How often does your commit number change between the start and end of the quarter, and why?
- Who owns reconciling pipeline coverage to quota — sales ops, finance, or RevOps?
- When the board asks for a re-cut by segment or product line, how long does that take today?
Key value props
- One forecast number across sales, finance, and the board — no more spreadsheet reconciliation
- Quota, territory, and ramp modeled in the same place as the forecast
- Drives commission accruals and revenue planning from a single source
- What-if scenarios on win rate, deal velocity, and pricing without rebuilding the model
Revenue and margin planning
Project revenue and gross margin across products, channels, and customers.
What it does
Revenue and Margin Planning projects top-line revenue and gross margin across products, services, channels, customers, and geographies. It blends volume and price assumptions with bundles, discounting, deal mix, and renewal/churn behavior, then layers in cost of goods sold — direct materials, labor, freight, hosting, royalties — to produce gross profit and contribution margin. Finance uses it to set annual targets, drive monthly forecasts, model pricing actions and promotions, and assess product- and customer-level profitability.
Typical reports
- Revenue by product, channel, segment, region, customer
- Price/volume/mix waterfall
- ASP and discount trends
- Gross margin and contribution margin by product/channel
- ARR/MRR roll-forward (new, expansion, contraction, churn)
- Cohort retention and net revenue retention
- Customer profitability
- Budget vs. actual vs. forecast variance
Common integrations
- SAP S/4HANA (or Oracle, NetSuite, Microsoft Dynamics) order management and revenue sub-ledgers
- Salesforce CRM for bookings and customer hierarchy
- SAP S/4HANA manufacturing or SAP Ariba for unit costs
- SAP Datasphere or SAP Business Data Cloud for historical trends and benchmarking
Discovery questions
- How do you currently model price, volume, and mix in your revenue plan?
- When pricing or discount strategy changes mid-year, how quickly can you reforecast gross margin?
- Can you see customer-level or product-level profitability without a separate analysis project?
- How is the ARR or MRR roll-forward reconciled with the GAAP revenue plan today?
Key value props
- Price, volume, mix, and gross margin in one model — explainable to the board
- ARR/MRR roll-forward integrated with the GAAP revenue plan
- Product- and customer-level profitability visible without offline reporting
- Rapid reforecast when pricing, discounting, or mix shifts
Capital planning
Govern multi-year investment in long-lived assets and strategic projects.
What it does
Capital Planning governs the multi-year investment in long-lived assets and strategic projects. It captures capital requests from business units, evaluates them against ROI, payback, NPV, and strategic-fit criteria, and produces a phased capex plan tied to depreciation, cash flow, and the balance sheet. The process covers facilities and real estate, IT and software capitalization, machinery and equipment, fleet, and major capitalized projects, and includes approval workflow, in-service date tracking, and ongoing actual-vs.-budget monitoring at the project level.
Typical reports
- Capex by project, category, and business unit
- Spend phasing and cash outflow timing
- Depreciation schedule and resulting P&L expense
- Project ROI, NPV, IRR, and payback
- Actual vs. approved budget by project with variance
- In-service date and asset capitalization tracking
- Impact on free cash flow and balance sheet
Common integrations
- SAP S/4HANA (or Oracle, NetSuite, Microsoft Dynamics) fixed-asset modules for asset master and depreciation
- SAP Ariba for purchase orders and invoices
- SAP Project System for milestones and in-service dates
- SAP Datasphere or SAP Business Data Cloud for actual spend, budget, and prior-year comparisons
Discovery questions
- How are capital requests submitted today — email, spreadsheet, a homegrown form?
- Once a project is approved, how does finance track actual spend against the authorization?
- Are you able to roll project-level depreciation forward into your three-statement model automatically?
- How is in-service date communicated between project managers and finance?
Key value props
- One workflow from request to approval to in-service tracking
- Project-level economics (NPV, IRR, payback) sit alongside the capex plan
- Depreciation and cash impact flow directly into the financial plan
- Auditable trail from request through actual spend at the project level
Expense and SG&A planning
Manage discretionary and run-rate operating expense.
What it does
Expense and SG&A Planning manages discretionary and run-rate operating expenses outside of cost of goods sold — including travel, professional services, marketing programs, software and IT, occupancy, and other corporate overhead. Departmental owners build line-item plans by vendor, GL account, and cost center; finance overlays headcount-driven costs and rolls everything up into an opex view aligned to the P&L. The tool supports budget approvals, monthly accruals, commitment tracking, and variance explanation against plan and prior year.
Typical reports
- Opex by department, cost center, GL account
- Budget vs. actual vs. forecast with commentary
- Vendor and contract spend
- Marketing program ROI
- T&E by employee and category
- Software/SaaS spend rationalization
- Run-rate vs. one-time costs
- Accruals and commitments
- Spend as % of revenue and benchmark comparisons
Common integrations
- SAP S/4HANA (or Oracle, NetSuite, Microsoft Dynamics) GL for actual expense
- SAP Ariba for invoices, POs, and commitments
- SAP Concur for travel and expense
- SAP SuccessFactors or Workday for headcount-driven costs
- SAP Datasphere or SAP Business Data Cloud for vendor master and historical trends
Discovery questions
- How are department budget owners building their plans today — spreadsheets, the GL, something else?
- When the CFO asks “why is opex 5% over plan?” how long does it take to get a real answer?
- Are SaaS and software contracts visible enough to spot duplicate or unused subscriptions?
- How are commitments and accruals captured between month-end closes?
Key value props
- Department owners plan in the same system finance reports from
- Headcount-driven costs flow automatically from the workforce plan
- Variance and commentary captured at the line-item level, not after the fact
- Commitments and accruals tracked in real time — fewer month-end surprises
Consolidations
Produce audit-ready consolidated financial statements.
What it does
Consolidations produces the official, audit-ready financial statements for a multi-entity, multi-currency organization. It collects trial balances from each legal entity, translates foreign-currency balances at historical/average/closing rates, eliminates intercompany transactions and investments, allocates non-controlling interests, and applies adjustments for journal entries and reclassifications. The result is a consolidated balance sheet, income statement, and cash flow that supports statutory filing, management reporting, and disclosure under GAAP or IFRS.
Typical reports
- Consolidated income statement, balance sheet, cash flow
- Entity-level and rolled-up trial balances
- FX translation and CTA roll-forward
- Intercompany matching and elimination reports
- Non-controlling interest reporting
- Statutory financial statements
- Audit-ready journal-entry and adjustment logs
- Segment reporting
- Period-over-period and actual-vs.-budget consolidated variance
Common integrations
- SAP S/4HANA (or Oracle, NetSuite, Microsoft Dynamics) GLs across all entities
- Chart-of-accounts and entity-mapping tables
- Central-bank FX rate feeds for currency translation
- SAP Group Reporting where in scope
- SAP Datasphere or SAP Business Data Cloud for the data layer
Discovery questions
- How many legal entities are you consolidating, and across how many currencies?
- How long does your close-and-consolidate cycle take today, and what’s the bottleneck?
- Are intercompany eliminations and FX translation auditable, or is it tribal knowledge in spreadsheets?
- What happens when the auditor asks to walk a balance from source GL to the consolidated statement?
Key value props
- Audit-ready consolidation in a fraction of the time of a spreadsheet close
- Built-in FX translation, IC elimination, and NCI logic — no custom macros
- One system of record for statutory and management views
- Drill from consolidated number to source entity transaction
GR Consolidations
SAP Group Reporting — near real-time consolidations embedded in S/4HANA, paired with SAC and PlaniFi.
What it does
GR Consolidations is SAP Group Reporting, the consolidations engine embedded directly inside SAP S/4HANA. It runs near-real-time consolidations against ACDOCU — eliminations, currency translation, intercompany matching, investment consolidation, and group structure changes happen live as the underlying transactional data updates, with no ETL required for S/4 entities. SimpleFi pairs GR with SAP Analytics Cloud and PlaniFi content to deliver consolidated book reporting, ad-hoc analysis, and the close cockpit through one connected stack, with the option to extend into plan-vs.-actual consolidations when PlaniFi Consolidations is layered on SAC.
Typical reports
- Consolidated income statement, balance sheet, and cash flow at near real time
- Consolidation unit and FS item trial balances
- Currency translation and CTA roll-forward
- Intercompany matching and elimination reports
- Investment consolidation and non-controlling interest
- Close cockpit task and approval status
- Group structure and ownership hierarchy reports
- Real-time daily consolidated views of sales, AR, and AP across 20+ characteristics sourced from S/4
- Ad-hoc Excel reporting for quick validation
- Statutory and management consolidation views
Common integrations
- SAP S/4HANA (on-premise or S/4HANA Cloud) with native ACDOCU integration — no ETL for S/4 entities
- SAP Analytics Cloud for book reporting and modeling
- SAP Business Data Cloud for analytics delivery
- Fiori apps for finance professionals
- Non-SAP source ERPs (Oracle, NetSuite, Microsoft Dynamics) via Data Collection or ETL into ACDOCU
- Central-bank FX rate feeds for currency translation
- SAP Datasphere as an optional data layer
- Master data sources for group structure, chart of accounts, and entity hierarchy
Discovery questions
- Are all your entities on S/4HANA (or close to it), or do you have a mix of SAP and non-SAP ERPs to consolidate?
- How important is near-live transactional consolidation visibility — daily sales, AR, AP across many dimensions — versus period-end book consolidation?
- Do you need management consolidations, statutory consolidations, or both, and are they reconciled today?
- How complex is your ownership structure — many partially-held subsidiaries, equity investments, non-controlling interests?
- Where does consolidated reporting happen today — Excel, an existing GR or BPC instance, or a third-party tool?
Key value props
- Near real-time consolidation embedded directly in S/4HANA — no nightly ETL for SAP entities
- Statutory and management consolidations in the same engine
- Strong prebuilt processes for eliminations, currency translation, and intercompany matching
- Close cockpit and Fiori apps designed for finance professionals
- Paired with SAC and PlaniFi for cloud-native reporting, ad-hoc analysis, and optional plan-vs.-actual consolidation
Treasury and liquidity planning
Forecast and manage cash, debt, and short-term investments.
What it does
Treasury and Liquidity Planning forecasts and manages cash, debt, and short-term investments across bank accounts and entities. It produces direct and indirect cash-flow forecasts over daily, weekly, and rolling-13-week horizons; tracks AR collections, AP disbursements, payroll, tax, and debt-service flows; and models intercompany funding, sweep structures, and FX exposure. Treasury uses it to ensure liquidity, optimize borrowing and investment, manage covenants and counterparty risk, and stress-test downside scenarios.
Typical reports
- Daily, weekly, rolling-13-week cash forecast by entity and currency
- Bank-account balances and concentration
- AR/AP aging with collection/payment forecasts
- Debt schedule, interest expense, covenant compliance
- FX exposure and hedging position
- Investment portfolio yield
- Liquidity stress tests
- Intercompany funding and netting
Common integrations
- Bank portals and SWIFT feeds for account balances and statements
- SAP S/4HANA (or Oracle, NetSuite, Microsoft Dynamics) AR/AP modules for receivables and payables
- ADP or SAP SuccessFactors for payroll outflows
- Central-bank FX and interest-rate feeds
- The GL for actual cash postings and reconciliation
Discovery questions
- How are you producing your weekly or 13-week cash forecast today?
- How do you currently track covenant compliance and debt service?
- Are bank balances and AR/AP forecasts coming into the same view, or stitched together by an analyst?
- When the CEO asks “how much cash could we have in 90 days?”, how confident are you in that answer?
Key value props
- Live bank balances plus AR/AP forecast in one cash view
- Direct and indirect cash flow with scenario stress testing
- Covenant tracking and debt schedule built into the same model
- FX exposure and hedging position visible in real time
Workforce planning
Model headcount, labor cost, and capacity across the organization.
What it does
Workforce Planning models headcount, labor cost, and capacity across the organization. It projects employee and contractor counts by department, location, job family, and level; calculates fully-loaded cost including salary, bonus, benefits, payroll taxes, and equity; and aligns hiring plans to revenue growth and operating targets. It supports backfill vs. new hire decisions, attrition assumptions, ramp curves, merit and promotion cycles, and reorganization scenarios so finance and HR can balance growth ambitions against compensation envelopes.
Typical reports
- Headcount by department, function, location, level (BoP, hires, transfers, attrition, EoP)
- Fully-loaded comp cost (salary, bonus, benefits, taxes, equity)
- Cost per FTE and revenue per FTE
- Open requisitions vs. plan
- Time-to-fill and recruiting funnel
- Span of control
- Attrition and retention trends
- Merit-cycle impact
- Contractor vs. employee mix
Common integrations
- SAP SuccessFactors or Workday for employee master, org structure, and applicant tracking
- ADP for payroll actuals
- SAP S/4HANA (or Oracle, NetSuite, Microsoft Dynamics) GL for benefits and tax actuals
- SAP Datasphere or SAP Business Data Cloud for historical attrition and benchmarking
Discovery questions
- How tightly is your hiring plan linked to your revenue and bookings plan today?
- When a department asks for a new req, how many systems does that request touch before it gets approved?
- How do you currently handle merit cycles, promotions, and ramp curves in your headcount model?
- How often do finance and HR disagree on headcount counts, and where does that disconnect come from?
Key value props
- Fully-loaded labor cost in one place — no offline spreadsheets for benefits, taxes, and equity
- Hiring plans tied directly to the revenue plan so growth and capacity stay in sync
- Approval workflow built in — finance, HR, and the hiring manager work in the same record
- Scenario modeling on attrition, ramp, and reorganizations without breaking the base plan
Supply chain and demand planning
Forecast demand and align supply, production, and distribution.
What it does
Supply Chain and Demand Planning forecasts product demand and aligns supply, production, and distribution to meet it at the lowest landed cost. Statistical baselines are enriched with promotions, new-product launches, seasonality, and customer collaboration signals to produce an unconstrained demand plan, which is then matched against capacity, lead times, and inventory policy in S&OP/IBP. Operations uses it to drive production schedules, raw-material purchasing, distribution-center deployment, and service-level commitments.
Typical reports
- Statistical and consensus demand forecast by SKU, location, customer
- Forecast accuracy and bias (MAPE, WAPE)
- Supply plan vs. demand; fill rate and OTIF
- Capacity utilization
- Inventory days-on-hand and stockout risk
- Safety-stock and reorder-point exposure
- S&OP dashboard
- New product introduction tracking
Common integrations
- SAP S/4HANA (or Oracle, Microsoft Dynamics) for orders, inventory, BOMs, and production
- SAP Integrated Business Planning (IBP) for demand sensing and supply orchestration
- The SAP Ariba supplier network for supplier data
- Salesforce for customer forecasts
- SAP Datasphere or SAP Business Data Cloud for historical shipments and macro signals
Discovery questions
- How are you measuring forecast accuracy today, and where is it strongest vs. weakest?
- How does the sales forecast actually get reconciled with the supply plan — meetings, spreadsheets, S&OP?
- When a new product launches or a promotion runs, how is that demand signal getting into your supply plan?
- What does a typical stockout cost you in lost margin or expedited freight?
Key value props
- Statistical baseline plus collaborative inputs in one S&OP/IBP process
- Direct line from demand signal to production schedule and purchasing
- Forecast accuracy and bias tracked at SKU/location level
- Service-level decisions tied to working-capital and margin trade-offs
Retail planning
Drive the merchandise plan from corporate target to SKU.
What it does
Retail Planning drives the merchandise plan from corporate financial targets down to department, class, and SKU. It combines top-down sales and margin goals with bottoms-up assortment, store-cluster, and seasonal plans, then orchestrates open-to-buy, markdown, and allocation decisions. Planners use it to balance newness and core, manage initial markups and clearance, plan promotional events, and align inventory receipts with forecast demand across stores, e-commerce, and wholesale channels.
Typical reports
- Sales, margin, inventory plans by department, class, SKU
- Open-to-buy by month and class
- Sell-through, weeks-of-supply, turn
- Markdown cadence and effectiveness
- Assortment plans and option counts
- Channel mix (store, e-com, wholesale)
- Store-cluster and size-curve performance
- New-vs.-carryover mix
- Promotional lift and ROI
Common integrations
- SAP S/4HANA Retail or SAP CAR (or Oracle Retail) for merchandising and POS
- Salesforce Commerce Cloud for e-commerce
- SAP S/4HANA inventory and order-management modules
- Salesforce for customer and loyalty data
- SAP Datasphere or SAP Business Data Cloud for store-level and historical trends
Discovery questions
- How are you reconciling top-down financial targets with bottoms-up merchant plans?
- When markdowns or promotions are decided, how quickly does that flow into the OTB?
- Are channel mix (store / e-com / wholesale) and store-cluster differences planned separately or together?
- How do you balance newness vs. core in the assortment plan today?
Key value props
- Top-down financial targets and bottoms-up SKU plans in one place
- Open-to-buy, markdown, and assortment decisions linked to the financial plan
- Cross-channel and store-cluster planning without parallel spreadsheets
- Promotional lift and markdown effectiveness measured against plan
Inventory planning
Set stocking policies and replenishment plans.
What it does
Inventory Planning sets stocking policies and replenishment plans that keep service levels high while minimizing working capital. It segments items by ABC/XYZ, applies service-level-driven safety stock and reorder points, and balances economic order quantities with supplier minimums, lead-time variability, and shelf life. The output is an item- and location-level replenishment plan, target inventory by category, and visibility into excess, obsolete, and slow-moving stock that drives disposition decisions.
Typical reports
- On-hand inventory and days-on-hand by SKU and location
- Service level and stockout rate
- Safety-stock and reorder-point coverage
- Inventory turns and GMROI
- ABC/XYZ segmentation and policy adherence
- Excess, obsolete, and slow-moving inventory aging
- Expected vs. actual replenishment lead times
- Working-capital and carrying-cost trends
Common integrations
- SAP S/4HANA (or Oracle, NetSuite, Microsoft Dynamics) inventory and warehouse modules
- SAP Integrated Business Planning for supply and replenishment
- SAP Ariba supplier network for lead times and confirmations
- Demand-planning output
- POS and order-management systems for outbound activity
Discovery questions
- How do you currently set safety-stock and reorder points — by rule, by gut, or by formula?
- What’s your visibility into excess, obsolete, and slow-moving stock today?
- When supplier lead times shift, how quickly do reorder points update?
- How are stockout costs balanced against carrying-cost trade-offs in your policy?
Key value props
- Service-level driven stocking policies with auditable math
- Direct view of excess/obsolete/slow-moving stock for disposition decisions
- Replenishment plans that respect supplier minimums, EOQ, and shelf life
- Working capital and carrying cost actively managed, not reactively reported
BDC PlaniFi cockpit
Executive command center across the entire planning estate.
What it does
The BDC PlaniFi Cockpit is the executive command center over the entire planning estate. It consolidates KPIs, status, and exceptions from every PlaniFi planning model — pipeline, workforce, capital, revenue/margin, opex, supply chain, treasury, consolidations — into a single role-based view. Leaders see plan-vs.-actual variance, forecast accuracy, model submission status, and approval workflow at a glance, and drill from a top-level summary directly into the underlying detail without switching applications.
Typical reports
- Cross-model executive KPI dashboard (revenue, margin, cash, headcount, capex, opex)
- Plan-submission and approval-cycle status
- Forecast-accuracy scorecards across models
- Consolidated variance to plan and prior year
- Exception alerts and threshold breaches
- Drill-through to source models
- Commentary feed for executive narrative
Common integrations
- All upstream PlaniFi planning models (revenue, workforce, capital, opex, supply chain, treasury, consolidations)
- SAP S/4HANA (or Oracle, NetSuite, Microsoft Dynamics) GL for actuals
- SAP SuccessFactors or Workday for headcount
- Salesforce for pipeline
- SAP Business Data Cloud for benchmarks and historical trends
- SSO/identity for role-based access control
Discovery questions
- When the CFO wants a single view of plan-vs.-actual across the business, how is that produced today?
- How do executives stay current on submission and approval status across all planning processes?
- Is forecast accuracy measured and scorecards published, or is it more anecdotal?
- How long does it take to assemble the monthly executive package today?
Key value props
- One executive view across every planning model — no swivel-chair reporting
- Submission, approval, and exception status visible at a glance
- Drill from a top KPI to the underlying detail without switching tools
- Forecast-accuracy scorecards make planning quality measurable
PlaniFi Data Consolidator
Unify multi-source operational data into planning-ready inputs.
What it does
PlaniFi Data Consolidator unifies inputs from multiple source systems into a single planning-ready dataset. It handles file uploads, scheduled extracts, and API pulls; applies cleansing, mapping, and transformation rules; and stages reconciled data for the planning models with audit-ready lineage. It is the workhorse that turns raw operational data into trusted planning inputs without the bespoke ETL projects that typically eat the first six weeks of any planning implementation.
Typical reports
- Source ingestion status by feed
- Row counts and validation errors per load
- Cleansing and transformation audit log
- Data freshness by source
- Mapping coverage and exceptions
- Reconciliation between source and target totals
- Load history and scheduling dashboard
Common integrations
- Source ERPs and GLs (SAP S/4HANA, Oracle, NetSuite, Microsoft Dynamics)
- Salesforce CRM and SAP SuccessFactors or Workday HRIS for cross-functional data
- Flat-file and SFTP feeds
- REST and SOAP APIs from operational systems
- Downstream SAP Business Data Cloud PlaniFi planning models
- SAP Datasphere staging layers
Discovery questions
- How many different sources feed your current planning process, and how is each ingested?
- When a source feed fails or arrives late, how is that surfaced to planners?
- Is the transformation logic between source and plan documented anywhere outside of code?
- How much of your planning implementation timeline is spent on data plumbing today?
Key value props
- One ingestion engine for every planning source
- Validation and reconciliation built in — no surprise variances
- Audit-ready lineage from source row to planning input
- Eliminates bespoke ETL projects per feed
PlaniFi VDT
Virtual data tables across planning, source, and warehouse data — no duplication.
What it does
PlaniFi VDT (Virtual Data Tables) provides a virtual data layer over planning and source data, exposing tables on demand without physically replicating the data. Analysts can compose new views by joining planning models with source systems, the data warehouse, or master data, and consume the result anywhere a table is needed — in reports, in SAC stories, or in downstream applications. VDT avoids costly data duplication, keeps every consumer working from the same logical source, and shortens the path from a new analytical question to an answer the business can trust.
Typical reports
- Virtual table catalog and lineage
- Usage analytics by consumer
- Query performance and cache hit rates
- Data freshness by underlying source
- Access permissions and security audit
- Cross-system join definitions
Common integrations
- SAP Business Data Cloud PlaniFi planning models
- SAP Analytics Cloud and SAC Stories
- SAP Datasphere
- Source ERPs (SAP S/4HANA, Oracle, NetSuite, Microsoft Dynamics)
- Identity and security platforms for row-level access
Discovery questions
- How much data duplication exists between your planning models, warehouse, and reporting layer today?
- When the same metric appears in three places with three different numbers, how do you resolve it?
- Are your analysts blocked waiting for IT to build new data views?
- How quickly can a new joined view be exposed to a BI tool today?
Key value props
- Compose new data views without copying or moving data
- One logical source of truth across planning, BI, and source systems
- Faster time-to-insight for analysts
- Eliminates the “three numbers in three places” problem
PlaniFi Master Data Upload
Controlled load and maintenance of reference data into the planning estate.
What it does
PlaniFi Master Data Upload is the controlled way to load and maintain reference data — chart of accounts, cost centers, entities, customers, products, departments, and other hierarchies — into the PlaniFi planning estate. It supports template-driven uploads, validation against existing structures, version control, and approval workflow so master data changes can be reviewed, audited, and rolled back when needed. It replaces the spreadsheet-and-email process most finance teams still use to keep hierarchies in sync.
Typical reports
- Pending and completed master data loads
- Validation errors and exceptions by template
- Hierarchy version history and diff
- Approval status and audit trail
- Impact analysis showing which models will be affected by a load
- Rollback log
- Master data coverage and gap analysis
Common integrations
- SAP SuccessFactors or Workday for departments and org structure
- SAP S/4HANA or NetSuite for chart of accounts
- Salesforce for customers
- SAP Master Data Governance for governed hierarchies
- Downstream planning models that consume hierarchies
- Identity for approver workflow
- SAP Datasphere or SAP Business Data Cloud for historical hierarchy snapshots
Discovery questions
- How do you currently update chart of accounts, cost centers, or organizational hierarchies in your planning models?
- When master data changes mid-cycle, how is that communicated to planners and downstream consumers?
- Is master data version-controlled and rollback-able, or is it manual?
- How are approvals handled for a hierarchy change today?
Key value props
- One controlled path for every master data change — no rogue spreadsheets
- Validation prevents bad data from breaking models
- Version history and rollback for every load
- Approval workflow keeps master data changes auditable
Win Stories
Customer wins from across the SimpleFi book — what they faced, what we delivered, and what changed. 13 stories.
Lakeshore Learning
Developer and retailer of educational materials · Carson, CA · ~$550M revenue · S/4HANA shop
Situation
Lakeshore, a leading developer and retailer of educational materials for early-childhood programs, elementary schools, and homes, was deploying SAP S/4HANA across U.S., Canada, and China operations. They needed a consolidation and reporting platform that could deliver consolidated financials, currency translation, eliminations, and ad-hoc reporting natively on top of S/4.
Solution
SimpleFi implemented SAP Group Reporting in parallel with the S/4HANA deployment, and stood up SAP Analytics Cloud as the one-stop shop for consolidated reporting today and future planning deployments tomorrow. SimpleFi worked with Lakeshore’s executive team and business leaders to scope, plan, deliver, and deploy the consolidated financials.
Outcome
Automated consolidated financial statements; currency translations and eliminations running natively against S/4 ACDOCU; ad-hoc reporting available to finance leadership without IT effort. A small joint team — one IT, one business — was able to take over operations after SimpleFi’s initial setup.
RLDatix
Healthcare safety & risk-management software · Chicago, IL · ~$290M revenue · NetSuite ERP
Situation
RLDatix, a leading provider of healthcare safety and risk-management solutions with 6,000 customers across 20 countries, was running on NetSuite ERP and wanted to replace Adaptive with a platform that could scale with the company. The goal was “push-button” consolidations: fully automated monthly reporting and consolidation including FX/constant currency, eliminations, and automated cash flow.
Solution
SimpleFi evaluated RLDatix’s existing consolidation process and tools, then designed a future-state roadmap on SAP Analytics Cloud with PlaniFi business content — sitting on top of their NetSuite ERP. PlaniFi content was adopted to accelerate deployment of the “last-mile” Consolidation and FP&A capability.
Outcome
Push-button consolidated reporting powered by PlaniFi; ability to slice and dice the business across 20+ characteristics; automated management and statutory reporting on top of NetSuite without ETL pain.
CPU (Technology & Manufacturing)
West Coast, U.S. · Fortune 100
Situation
A leading technology and manufacturing company needed to modernize forecasting and planning across 5 work streams. Existing process relied on SAP Business Planning and Consolidation (BPC).
Solution
SimpleFi built predictive planning applications integrated to the existing BPC apps, delivering Wave 1 P&L predictive forecasting (Expenses, COGS, Revenue) on SAP Analytics Cloud.
Outcome
Increased planning accuracy, efficiency, and modernization of the existing platform; planning process flow with review, adjust, and approval of forecasted outputs.
Cascades
Quebec, Canada · ~$4B revenue · 10,000+ employees
Situation
Cascades' HR team needed to plan labour capacity, hours, and shifts across 80 production units without emailing and linking Excel files. Wanted to evaluate SAC as a first analytics use case.
Solution
SimpleFi delivered a fit-to-standard analysis and adapted its Labor Production Planning content to prove SAC could meet Cascades' requirements with low configuration; SAC Planning integrated with SAP SuccessFactors and SAP IBP.
Outcome
Faster response to staffing requirements and shortfalls; scalable to support growth; one central version of the truth instead of Excel file disputes; focus on plan inputs, not data collection.
Chamberlin
Chicago area · Large
Situation
Client needed a 2023 Sales Incentive Plan application that could absorb significant year-over-year changes without complicated maintenance.
Solution
SimpleFi proposed a flexible alternative to the existing process and built the SAC Sales Incentive Plan App in an 8-week implementation focused on flexibility and performance.
Outcome
Application delivered for the next plan year; flexibility through the plan year and across years, with strong performance and minimal ongoing maintenance.
G1 Therapeutics
East Coast, U.S. · 200+ employees
Situation
After successful go-live of SAC financial reporting and planning, G1 wanted to replace a manual, employee-level Excel HR planning process.
Solution
SimpleFi ran a working demo of pre-packaged HR Employee Planning content, performed a gap/fit assessment, and delivered a 6-week SAC HR Planning deployment.
Outcome
Automated assumptions and calculations replacing manual Excel; scalable to growth; risks of broken Excel links eliminated; automated aggregation in the existing SAC Finance model.
Goodyear
Akron, OH (corporate systems) · Not disclosed in deck revenue · Large enterprise
Situation
Goodyear's corporate systems team needed to modernize global Planning and Analytics for FP&A, replacing detailed Hyperion Planning applications. Performance was a key evaluation criterion.
Solution
SimpleFi partnered with SAP sales and solution advisors to deliver demos, a business case, proof of concept, and a Wave 1 deployment plan, proving Sales Planning and Performance Mgmt Reporting content with actual Goodyear data.
Outcome
Successful Wave 1 deployment plan approved by Goodyear's Operating Committee; SimpleFi prepackaged Sales/Revenue Planning and PVM/bridge reporting demonstrated to meet and exceed Goodyear requirements (references: Wolverine, Stepan, Furst-McNess).
HSC
Michigan · $500M+ revenue · $500M+ revenue
Situation
HSC needed to replace Excel-driven financial reporting with a quickly-deployed SAC solution including analytical reporting and key calculations.
Solution
Delivered SimpleFi prepackaged Financial Reporting content as the foundation for stories and visualizations in a 4-week project, including P&L, Balance Sheet, and KPIs (EBITDA, Gross Margin, COGS, ROI, Variable Expenses).
Outcome
Replaced Excel and automated manual reporting; deploy time and cost reduced 30–50% via prepackaged content.
Holcim U.S.
Chicago · Midmarket
Situation
Holcim wanted to replace BPC for planning and consolidated segment reporting and replace Power BI, with potential expansion to the European parent.
Solution
SimpleFi delivered a SAC reporting and planning solution covering sales/product reporting, segment P&L reporting and consolidations, and P&L mappings, replacing BPC and Power BI.
Outcome
One solution for financial reporting, consolidated segment reporting, profitability, and analytics; modernized planning and reporting; retirement of legacy non-strategic software.
Jefo Nutrition
Quebec, Canada · $168.7M revenue · $168.7M revenue
Situation
Following an S/4HANA rollout, Jefo wanted to capitalize on that investment by improving visibility and automating most management reporting tasks.
Solution
Workshops with Finance and Operations to capture Revenue and Cost reporting requirements; built dynamic dashboards on the PlaniFi P&L Report Book in SAC with direct S/4 integration, month-end report book approval, and mobile KPI access.
Outcome
Standard analytics for monthly and annual results; mobile executive KPI access; foundation set to evaluate further operational reporting and SAC Planning for the annual plan process.
Orbia
Mexico, U.S. · $8B revenue · 10,000+ employees
Situation
Orbia needed to assess whether SAC could replace Power BI as the enterprise-wide solution for reporting, analytics, and planning; previous partner left them uncertain. Later expanded to a Finance Transformation including Central Finance and Group Reporting.
Solution
Phase 1: SAC Financial Reporting with a SimpleFi-built BPC staging model, switching from Live to Import models (eliminating 15+ models). Phase 2: SAC Trusted Advisor role within the Central Finance + Group Reporting transformation.
Outcome
Power BI Financial Reporting eliminated; direct connection to BPC without external data lakes; enhanced functionality via dimension filters and commentary; ongoing trusted-advisor influence on COA and code-block decisions across the SAP transformation.
TDS
Madison, WI · ~9,000 employees
Situation
TDS needed to plan a long-term retirement of SAP BPC. Selected HR and Cost Center planning as initial SAC use cases, validating SimpleFi prepackaged content via fit-to-standard.
Solution
8-week SAC deployment with SimpleFi HR Compensation and Cost Center planning content, using a fit-to-standard, low-configuration approach.
Outcome
Time and cost to deploy reduced 30–50%; headcount, compensation, and departmental expenses planned in one centralized solution; automated collection and aggregation; centralized reporting repository replacing Excel/BPC.
Teva Pharmaceuticals
Not specified · ~$16B revenue · Large global enterprise
Situation
Teva needed a modern planning and analytics platform to replace Hyperion, integrated with S/4HANA and Group Reporting. Quick wins required: single consolidated data location and enhanced analytics for global operations and FX exposures.
Solution
SimpleFi delivered a SAC consolidated reporting application using prepackaged Financials, Consolidations, and Allocations content, with S/4 + Group Reporting master and transactional data integration, FX scenario analysis, and workflow with notifications.
Outcome
Cost-effective accelerated solution meeting timeline and budget; ability to analyze FX exposures across scenarios; planning flexibility across multiple years, top-down, and non-financial metrics; foundation for supporting planning models feeding the consolidation.
Customer References
Reference one-pagers, use cases, and hybrid reference/win stories from the customer reference deck library. 22 entries.
Cal-Maine Foods
Ridgeland, Mississippi · ~$4.3B revenue · 3,683 employees · ~$4.3B (FY25), 3,683 employees
Solutions / Capabilities
Consolidations (multi-entity); Monthly Close Launchpad; Financial Reporting (10 standard FS reports, 2 statistical, IS/BS/CF); Source Data Integration (Aeros, Great Plains, QuickBooks)
Platform
PlaniFi EPM Applications on SAP Analytics Cloud; Aeros + Great Plains + QuickBooks today, S/4HANA-ready
Project Goals & Background
Preparing the S/4HANA transformation; multi-entity consolidation and monthly close in one connected source of truth, including IC matching, intersegment vs. intercompany, GAAP adjustments, and statements/disclosures in SAC.
Project Scope, Wins & Challenges
Fit-to-standard, low-medium configuration; delivery path design → integrate → configure → test → train → go-live & hypercare. Start Apr 2026 (single phase, immediate start); go-live targeted H2 2026, planned FP&A activation thereafter.
Source deck: Customer Referance Cal Maine Foods – Consolidations.pptx
Dallas Nephrology Associates (DNA)
Dallas, Texas · ~$22M (est.) revenue · ~385 employees · ~$22M (est.), ~385 employees
Solutions / Capabilities
Reporting on SAP Business Data Cloud (Phase I analytics foundation); 9 fact + 10 dimension governed data model, sFTP CSV acquisition, 9 governed KPIs, 12 story-tab reports for clinical & revenue; AI and planning planned as future extension
Platform
SAP Business Data Cloud · SAP Datasphere — data warehouse for clinical data from the EHR system
Project Goals & Background
Largest DFW kidney-care group (100+ nephrologists, 50+ years). Phase I delivers clinical and financial reporting on one governed data model.
Project Scope, Wins & Challenges
Best-practice low-complexity build; delivery path design → integrate → model → build KPIs → test → go-live. Start Jun 2026; go-live targeted early Q3 2026.
Source deck: Customer Referance Dallas Nephrology Assocates (DNA) – Reporting on SAP Business Data Cloud.pptx
Gran Tierra Energy
Calgary, AB · ~$621M revenue
Solutions / Capabilities
Revenue and Margin Planning, Expense Planning, FX/Constant Currency, Standardized planning templates, push-button reporting; PlaniFi content; integration with BPC during transition; S/4 foundation
Platform
SAP Analytics Cloud + PlaniFi business content, on top of S/4HANA with BPC integration during phased migration
Project Goals & Background
Replace BPC with a platform providing automated plans and additional flexibility; fully automate monthly reporting and planning, including FX/Constant Currency for revenues and costs.
Project Scope, Wins & Challenges
Designed future-state roadmap supporting FP&A on top of S/4 while integrating BPC for processes not yet migrated; adopted PlaniFi content relevant to Gran Tierra use cases. Wins: standardized templates, push-button reporting, sliceable business, automated management reporting.
Source deck: Customer Referance Gran Tierra Energy – Planning.pptx
Greenskies
North Haven, CT · Mid-Market
Solutions / Capabilities
P&L Predictive Forecasting (Expenses, COGS, Revenue) integrated to existing forecast process; driver/algorithmic forecasting on SAC; integration with BPC
Platform
SAP Analytics Cloud (Predictive Planning) integrated with SAP Business Planning and Consolidation
Project Goals & Background
Modernize forecasting/planning UX and functionality to use driver/algorithmic forecasting; Wave 1 P&L forecast creation in SAC.
Project Scope, Wins & Challenges
Predictive planning models and scenarios integrated with the existing BPC applications. Wins: increased accuracy, efficiency and modernization; planning process flow with review/adjust/approval of forecasted outputs.
Source deck: Customer Referance Greenskies – P&L Predictive Forecasting Including Expenses, COGS, Revenue.pptx
Holcim
Chicago · ~$12B+ revenue
Solutions / Capabilities
Management Consolidations replacing BPC; near-real-time Datasphere data warehouse; Power BI replacement; Currency, eliminations, financial-reporting logic in Datasphere
Platform
SAP BTP / SAP Datasphere integrated SLT-live to ECC; Datasphere-led management consolidations
Project Goals & Background
North American building solutions spin-off from European parent. Replace parent's BPC consolidated segment reporting and planning, plus Power BI reporting, with a new SAP BTP environment.
Project Scope, Wins & Challenges
Management consolidations and reporting in Datasphere with live calculations for currency, eliminations, and financial reporting logic. Wins: near-real-time consolidated management reporting from ECC; one solution across financial, segment, profitability, and analytics; modern platform; retirement of legacy non-strategic software.
Source deck: Customer Referance Holcim – SAP Datasphere BW + BPC Replace.pptx
Intel
Santa Clara, CA · $54.23B revenue · Fortune 500
Solutions / Capabilities
SAC Predictive Planning; Wave 1 P&L predictive forecasting (Expenses, COGS, Revenue) integrated to BPC
Platform
SAP Analytics Cloud Predictive Planning + SAP Business Planning and Consolidation
Project Goals & Background
Modernize UX/functionality of forecasting and planning to leverage driver/algorithmic forecasting; Wave 1 SAC P&L forecast.
Project Scope, Wins & Challenges
Predictive models and scenarios integrated with existing BPC applications. Wins: increased accuracy, efficiency, and modernization; planning workflow for review/adjust/approval.
Source deck: Customer Referance Intel – SAC Predictive Planning.pptx
Lakeshore Learning
Carson, CA · ~$550M revenue
Solutions / Capabilities
SAP Group Reporting Consolidations; SAC for reporting and future planning; Financial Statements, Currency Translations, Eliminations, Ad-hoc reporting
Platform
SAP Group Reporting (S/4HANA) + SAP Analytics Cloud
Project Goals & Background
Replace Adaptive with a platform that scales; fully automate monthly reporting and consolidation including FX/Constant Currency, eliminations, and cash flow; deploy SAP Group Reporting in parallel with S/4 deployment.
Project Scope, Wins & Challenges
SimpleFi worked with executives and business leaders to scope, plan, deliver, and deploy consolidated financials. Lessons learned: small team (1 IT + 1 business) took over operations after initial setup; PM took care of cross-functional coordination; Basis team set up Best Practice Content; advantages of GR include single data model, SAC reporting, data validation at source, and easier maintenance through master data governance.
Source deck: Customer Referance Lakeshore Learning – SAP GR & SAC.pptx
Liberty
Not disclosed
Solutions / Capabilities
Capital Planning (CapEx + depreciation) integrated with financial planning; multi-method depreciation across 4 cost buckets (Cost, Cost of Removal, Salvage, CIAC); SAP PPM integration; asset creation upon in-service date with useful life
Platform
SAP Analytics Cloud + SAP PPM integration (custom CDS view) + flat-file load; Central Finance/S/4 transformation context
Project Goals & Background
Liberty used disparate spreadsheets and a tool called Clarity for end-to-end planning. Capex was managed in scattered spreadsheets owned by different groups. Goal: use SAC to consolidate the CapEx process and integrate with financial planning, eliminating Excel manual effort.
Project Scope, Wins & Challenges
Loaded current proposed projects via flat file; integrated with SAP PPM; calculated depreciation across 4 cost buckets and multiple methods; supported recurring and non-recurring projects in one solution; seeded calculated depreciation and CapEx to financial forecasting. Challenges: large-scale financial transformation (Central Finance/S/4) with many partners; PPM integration required a custom CDS view that was out of scope to maintain; security and governance across SAP and external systems (VPN, Citrix) was a recurring challenge.
Source deck: Customer Referance Liberty.pptx
MTY Group (Datasphere & Databricks)
Montreal, Canada · 7,000+ restaurants, 90+ banners
Solutions / Capabilities
PlaniFi Data Consolidator (real-time replication via Datasphere); CDS views in S/4; Replication Flows to Azure Parquet for Databricks; validation reports in SAC
Platform
SAP S/4HANA + Datasphere + Databricks (Azure Parquet); SAC for validation reporting; en route to SAP Business Data Cloud
Project Goals & Background
Before S/4 was fully rolled out (migrating from 60+ SAGE/MS Dynamics systems), Databricks was the enterprise data platform. Configure real-time replication between S/4 and Databricks using Datasphere as middleware, building toward an integrated data fabric.
Project Scope, Wins & Challenges
Delta-enabled CDS views in S/4; Replication Flows from CDS views to delta-enabled Datasphere local tables; Replication Flows to Azure Parquet for Databricks; SAC validation reports. Wins: ~90% Datasphere capacity cost reduction by delta-only replication; simplified CDS view maintenance via standard objects; data made available for upcoming SAC planning rebuild. Challenges: customer had attempted their own delta solution and hit issues; custom CDS views were brought back to standard against limited internal S/4 knowledge; pay-as-you-go Datasphere lacked cost controls and BDC options (zero-copy with Databricks not possible until BDC migration).
Source deck: Customer Referance MTY – Datasphere and Databricks.pptx
Metrie
Vancouver, BC · ~$1.4B+ revenue · ~$1.4B+ revenue; 7 manufacturing sites; 26 distribution centers; 5,000+ product profiles
Solutions / Capabilities
PlaniFi Data Consolidator (SAP Datasphere); sales, inventory, purchase order, and cost forecasting data models with tight S/4 integration; SAP Analytics Cloud + PowerBI reporting
Platform
SAP Datasphere replacing an older HANA data warehouse; SAC + PowerBI consumption
Project Goals & Background
Refine BI landscape to increase agility; older HANA data warehouse had undocumented business rules.
Project Scope, Wins & Challenges
Built sales, inventory, PO, and cost forecasting data models tightly integrated with S/4; exposed models to SAC and PowerBI. Benefits: simpler streamlined Datasphere data model resolved data issues; increased visibility for key metrics with drilldown; baseline for future predictive use cases.
Source deck: Customer Referance Metrie – SAP Datasphere HANA Data Warehouse Replace.pptx
NTT Data Business Solutions
Global (30+ countries) · 18,500+ employees · 18,500+ experts
Solutions / Capabilities
Consolidations (multi-ERP consolidation, standard rules for FX, eliminations, cash flows); end-to-end planning — Pipeline and Sales Planning, Revenue and Margin Planning, Workforce Planning, Capital Planning, Expense and SG&A Planning, Financial Statement planning; PlaniFi prepackaged content
Platform
PlaniFi content on SAP Analytics Cloud
Project Goals & Background
Deploy an EPM solution to consolidate financials and build driver-based forecasts and plans.
Project Scope, Wins & Challenges
Multi-ERP consolidation; standard rules for FX, eliminations, cash flows; push-button consolidated reporting; end-to-end planning across pipeline, sales-to-revenue, resourcing, margin, people costs, and financial statements.
Source deck: Customer Referance NTT Data Business Solutions – PlaniFi Consolidations.pptx
Plastipak
Bloomington, IL · $2.9B revenue · 6,000 employees · 6,000 employees; $2.9B revenue
Solutions / Capabilities
Financial Statement Planning and Reporting; Performance Mgmt Reporting (PVM, bridges); Group Reporting Consolidations (BPC replacement); SAC Excel reporting
Platform
SAP Analytics Cloud + SAP Group Reporting on S/4HANA (BPC replacement)
Project Goals & Background
Replace SAP BPC for planning and financial reporting with SAC, then also move consolidations from BPC to SAP Group Reporting on S/4, with SAC as the central analytics solution.
Project Scope, Wins & Challenges
Demos and POCs for SAC Planning & Analytics, SAC Excel reporting, SAC Bridge Reporting (PVM, performance management), and SAP Group Reporting Consolidations. Plastipak was heavily Excel-reliant; SimpleFi positioned the SAC vision and replicated Excel uploads and reporting per requirement, with bridge and financial reporting raising confidence to also accelerate the GR Consolidations implementation.
Source deck: Customer Referance Plastipak – SAC + Group Reporting BPC Replacement.pptx
RLDatix
Chicago, IL · ~$290M revenue · ~$290M revenue; 6,000 customers
Solutions / Capabilities
Consolidations (Adaptive replacement); push-button consolidated reporting; FX/Constant Currency, eliminations, automated cash flow; management and statutory reporting; PlaniFi content
Platform
SAP Analytics Cloud + PlaniFi content on top of NetSuite ERP
Project Goals & Background
Replace Adaptive with a platform that scales with RLDatix; fully automate monthly reporting and consolidation, including FX/Constant Currency, eliminations, and automated cash flow.
Project Scope, Wins & Challenges
Evaluated existing consolidation process/tool and designed future-state roadmap supporting RLDatix's Consolidation and FP&A requirements on NetSuite; adopted PlaniFi content to accelerate the 'last-mile' strategic initiative. Wins: push-button consolidated reporting; ability to slice and dice; automated management and statutory reporting.
Source deck: Customer Referance RLDatix – Consolidations Adaptive Replace.pptx
Reef
Carlsbad, CA · Midmarket
Solutions / Capabilities
PlaniFi Data Consolidator (SAP Datasphere replacing BOBJ and HANA data warehouse); 5 analytics models in Datasphere feeding SAC; SLT live integration to ECC; SAC reporting
Platform
ECC on RISE + SAP Datasphere + SAP Analytics Cloud (BOBJ + sidecar HANA replaced)
Project Goals & Background
Modernize tech stack while decreasing run-rate technology expense and debt. Reef selected ECC on RISE + Datasphere + SAC to replace SAP BusinessObjects and the sidecar HANA database.
Project Scope, Wins & Challenges
Deployed near-real-time data warehouse in Datasphere integrated SLT-live to ECC; recreated calculation-view logic in Datasphere Fact views feeding 5 Analytic Models; ETL for custom table creation and data storage. Benefits: reduced TCO; scalable internally-owned data warehouse; retirement of legacy software; near-real-time reporting from ECC.
Source deck: Customer Referance Reef – SAP Datasphere Replace BOBJ & HANA Data Warehouse.pptx
SaskTel
Saskatchewan, Canada · ~1.4 million customers; 13 legal entities
Solutions / Capabilities
End-to-end planning (Revenue & Margin, Workforce, Expenses/GSP, CapEx, Financial Statement Consolidation P&L/BS/CF); driver-based revenue and direct-expense planning; 5-year plan + annual + monthly forecast horizons; Revenue & Margin Allocations to customer/sales channel/geography; Executive Dashboard; SAP S/4HANA + flat-file integration; Hyperion + EC-CS replacement
Platform
SAP Analytics Cloud (replacing Oracle Hyperion + S/4HANA EC-CS Consolidation)
Project Goals & Background
Replace Hyperion as the CPM platform for financial planning, budgeting, forecasting, and reporting; replace the S/4HANA EC-CS Consolidation process with SAC.
Project Scope, Wins & Challenges
Built actuals & planning consolidation; launchpads, process flows, templates; simplified modeling and ad-hoc reporting; automated Executive Dashboard. Challenges: data quality constraints; limited key-resource availability; opaque/undocumented reporting logics; complex Access DB allocation replacement; multiple salary calculation methods; non-standardized reporting across 13 legal entities; multiple/inconsistent consolidation levels. Wins: single source of truth on SAC; retirement of Hyperion, EC-CS, and Access; improved consistency, auditability, automation, governance, transparency, decentralization, and decision-making.
Source deck: Customer Referance Sasktel – SAC Planning & Consolidations.pptx
Sub-Zero
Madison, Wisconsin · ~$728M (~$750M per other deck) revenue · ~2,648 (1,500 per other deck) employees · ~$728M revenue; ~2,648 employees
Solutions / Capabilities
Consolidations (multi-entity close, FX/CTA, IC eliminations, IS/BS/CF); Revenue and Margin Planning (driver-based volume, pricing, margin); Expense and SG&A Planning (~60 cost centers, owner-led); Workforce Planning (per-employee, position/rate drivers); Capital Planning (asset-level capex, depreciation, quarterly phasing); PlaniFi prepackaged content
Platform
PlaniFi EPM Applications on SAP Analytics Cloud; 2 ERP sources (SAP S/4HANA + non-SAP)
Project Goals & Background
Automate the legal financial consolidation process; provide driver-based planning to shorten forecast cycles; print-ready reporting with one source of truth for plan and actuals.
Project Scope, Wins & Challenges
Integrated Financial Planning & Consolidation with 5 EPM processes — Consolidations, Sales & Margin, Cost Center, Workforce, CapEx — on one connected source of truth. Fit-to-standard, low configuration; phased rollout, ready for 2027 planning. Start Apr 2026; go-live targeted Q3 2026.
Source deck: Customer Referance Sub-Zero – Financial Planning & Consolidations.pptx
TDS (Corporate Expense Planning)
Madison, WI · ~9,300 employees · Fortune 1000; ~9,300 workers
Solutions / Capabilities
Expense and SG&A Planning (Corporate Expense Planning; line-item detail with commentary, BPC NW integration); Workforce Planning (HR Compensation, driver-based templates, new-hire and existing-FTE planning, merit/benefits/taxes); Corporate Expense Forecasting on SimpleFi prepackaged content; ECC payroll/employee integration
Platform
SAP Analytics Cloud + BPC NW dimensions + ECC payroll integration
Project Goals & Background
Expand SAC planning footprint with SimpleFi prepackaged Expense and HR Planning content, moving away from BPC. Leveraged BPC dimensional structures and consolidated actuals for non-wage operating expenses; built a payroll planning model for driver-based wage planning by employee and position.
Project Scope, Wins & Challenges
Wins: replaced an Access database; eliminated multiple spreadsheets; streamlined planning across end users; introduced SAP planning in a smaller capacity; fits long-term roadmap to S/4HANA. Challenges: integration of sensitive data required extra time for cybersecurity reviews and password encryption; security model differs from BPC and required training/testing for HR planning. 3-month project duration.
Source deck: Customer Referance TDS – Corporate Expense Planning.pptx
Wolverine Worldwide (BW → BDC)
Rockford, MI · $2B+ revenue
Solutions / Capabilities
PlaniFi Data Consolidator (BW → BDC transition); Azure Data Lake integration; BDC Connect (zero-copy) + replication flows; delta tracking at source
Platform
SAP Business Data Cloud + Azure Data Lake; transitioning from BW; ECC today, S/4 in future
Project Goals & Background
Support Wolverine's transition from BW to an Azure data-lake infrastructure capitalizing on BDC's data-fabric infrastructure.
Project Scope, Wins & Challenges
BW PCE already enabled, most history transferred to Azure; Azure CDC requires data to be imported first to track deltas, while BDC tracks deltas at source. Automate SAP-to-Azure integrations through BDC using a combination of BDC Connect (zero-copy) and replication flows. Benefit: seamless Azure Data Lake transition with full SAP data-fabric support.
Source deck: Customer Referance Wolverine – BW to BDC Transition.pptx
Wolverine Worldwide (CapEx Planning)
Rockford, MI · $2B+ revenue
Solutions / Capabilities
Capital Planning (CapEx planning, depreciation across multiple methods, in-service asset projection, FX translation to reporting currency); seeded baseline from open work orders; multi-view analysis (Asset Class, Priority, Business Brand); direct seeding of depreciation and CapEx into financial forecast
Platform
SAP Analytics Cloud (replacing spreadsheet-based CapEx process)
Project Goals & Background
CapEx planning was scattered across spreadsheets emailed back and forth, manually consolidated, and FX-translated, leading to errors and missed opportunities. Goal: remove spreadsheets and create a single source of truth across in-progress and new projects.
Project Scope, Wins & Challenges
Seed open work orders as planning baseline; add new spending; calculate depreciation in multiple methods; load projected depreciation on in-service assets; analyze inputs by Asset Class, Priority, and Business Brand; seed depreciation and CapEx into the financial process. Challenges: change management against entrenched spreadsheet processes; perception of reduced flexibility. Wins: transparency into previously offline processes; new end-user capabilities encouraging more processes online; more robust CapEx planning improving cash flow forecasting; transparent version control.
Source deck: Customer Referance Wolverine.pptx
MTY Group (Planning & Reporting)
Montreal, Canada · 7,000+ restaurants, 90+ banners; 60+ legacy ERPs
Solutions / Capabilities
Financial Reporting (5 standard reports replacing PowerBI; brand-level security); Budgeting (System sales forecasts for franchisee + corporate; royalties calculations; corporate cost planning; P&L by brand/location; workforce planning; HR cost allocations); Workforce Planning; 200+ planning users
Platform
SAP Analytics Cloud (standalone today, S/4HANA-ready), separate SQL database for chart-of-account mapping during ERP consolidation
Project Goals & Background
Modernize an ERP landscape of 60+ systems (mostly SAGE and MS Dynamics) and replace an unmanageable Excel-based budgeting process. SAC serves as standalone planning/analytics platform that will later use S/4 as primary source.
Project Scope, Wins & Challenges
5 standard reports replacing PowerBI; brand-level security; budgeting templates for franchisee/corporate sales, royalties, costs, P&L, workforce; HR cost allocations; advanced formulas for location-based forecasts → P&L; openings/closures management. Wins: on time and on budget; one source of truth combining actuals + budget; future-ready when MTY standardizes on one ERP. Challenges: integration of 60+ source ERPs (handled via a standardized-mapping SQL database + Advanced Formulas); licensing for users who only plan a few numbers annually.
Source deck: Customer Referance_Win MTY – Planning and Reporting.pptx
Growmark
Not specified
Solutions / Capabilities
Flash Financial Reporting and Analytics; SAC executive + operational interface; financial + operational data joined in SAC; BOBJ integration; planning scenario deployment in process
Platform
SAP Analytics Cloud on ECC + BPC + BOBJ
Project Goals & Background
Analytics deployment with SAC for an agriculture company — leveraging existing SAP BI platform investment and current SAP BPC models.
Project Scope, Wins & Challenges
BOBJ integration reference; ideal interface for executive leadership and operational teams; reporting leveraging current SAP BPC models; planning scenario deployment in process.
Source deck: Customer Use Case Growmark – SAC + BOBJ.pptx
Stepan Company
Northfield, IL · $1.9B revenue · $1.9B revenue; $1.7B market cap
Solutions / Capabilities
Revenue and Margin Planning (Sales & Margin Planning); Expense and SG&A Planning; Management Consolidations; Intercompany / Production Planning; Profitability Allocations and Analysis; Performance Mgmt Reporting (Bridge / PVM); Executive + segment analytics; Demand Forecast + Financial Planning + Budgeting integrated; future sales-force analytics and predictive
Platform
BPC + SAP Analytics Cloud
Project Goals & Background
Sales Planning use case combining BPC + SAC with low-footprint deployment (no software install; Chrome browser access; ~1 hour training per user).
Project Scope, Wins & Challenges
Wins: flexibility to make high-level adjustments and spread to detail; plan at user-desired level of detail; simple deployment with minimal training; ideal non-finance interface; eliminated Finance overhead to collect/aggregate plans; one interface across Demand Forecast, Financial Planning, and Budgeting; foundation for sales-force analytics and predictive. Featured in SAP Insider case study and interview with FP&A Director Andrew Chapman.
Source deck: Customer Use Case Stepan – BPC + SAP.pptx