Custom Finance and HR Models Drive Improved Planning Efficiency for Consulting Firm


This company is a management consulting firm that specializes in providing strategic and operational solutions to a wide range of industries, including healthcare, energy, financial services, and consumer products. They work closely with their clients to identify opportunities for growth and efficiency, and they have a reputation for delivering innovative and effective solutions that drive business success. Their team of experts has a deep understanding of the industries they serve, and they leverage that expertise to help their clients stay ahead of the curve. They have a strong focus on creating long-term partnerships with their clients and are committed to helping them achieve their goals. 


The firm encountered issues as a result of their previous organizational methods for financial and human resources planning, which included clutter and time inefficiencies. After a review of current company processes with deFacto Global, it was clear the company would benefit from increased automation via a customized business solution. 

dF Solution Statement/Results

The finance and HR models created by deFacto Global were designed to incorporate advanced access security measures to ensure the confidentiality and integrity of sensitive financial and personnel information. In addition, the models featured over 15 custom business rules to facilitate streamlined and accurate financial and HR planning. 

To ensure maximum efficiency and effectiveness, deFacto Global established dimensions within the models that allowed for easy navigation and reporting of financial and personnel data. The new models were meticulously designed to suit the specific requirements of the company and were fully integrated into their existing systems to provide a seamless planning and analytics solution. The successful implementation of these models resulted in significant improvements to the company’s financial and HR planning processes, reducing clutter and increasing time efficiency.