If your company is still struggling with your current budget and planning solution, you’re most likely having difficulty managing multiple Excel files and consolidating information from multiple sources into one spreadsheet.  Lacking a workflow tracking system often results in having your team work with inaccurate and inconsistent information.  Ultimately, report roll-ups take days to complete accurately. As such, your finance team is probably eager to implement an effective planning solution to engage your entire organization in collaborative decision-making.


The CPM (Corporate Performance Management) practice at CapstoneBI specializes in implementing powerful budgeting, planning and forecasting solutions using Microsoft’s technology. Our consultants are experienced in conducting tool assessments, building forecasting solutions from scratch, as well as improving the performance of and adding features to existing budgeting tools. We also help maintain and support existing solutions if you do not have the technical expertise in-house.  Our consultants are CPAs and MBAs, experienced in building dozens of budget and forecasting solutions using Cognos, Hyperion, PPS Planning and Clarity Systems. We also offer Business Intelligence expertise, which enables us to design a budgeting application that supports a full CPM solution.  This enables you to build on existing investment in Microsoft Office Sharepoint and SQL Servers.

We work closely with you to understand your business needs, to conduct tool assessment, and to design, develop and document an appropriate solution.  We also train your team to ensure high adoption rates as well as adherence to project scope, timeline, and budget. In other words, you can trust us to have an experienced project manager to ensure you gain the most from your experience with us.
Contact us today to find out how we can make a difference for your finance team.

Schedule an Assessment or Demo
Schedule an assessment meeting or demo with one of our Budgeting & Forecasting Technical Specialists at (888) 638-2802 or info@capstonebi.com

Other services we provide to address the unique needs of the Finance department include implementing Business Intelligence as well as automation of Financial Governance Reporting.