Challenge:
On earning calls, investors were demanding ever increasing clarity on risk and earning-drivers from our client. However, preparing additional scenarios in our client’s legacy detail planning process was time consuming, and offline strategic spreadsheets lacked the requisite detail to be accurate.

 

Solution:

  • UI’s Strategic Dashboard solution provided managers a browser-based portal to apply ad-hoc assumptions directly into their detailed financial model and immediately see the resulting variances from base.

  • Implementing Deep Variance Analysis allowed stakeholders to discover how input differences (e.g. – interest and tax rates, the inclusion of large projects, etc.) were affecting key business metrics.

  • UIPlanner’s Multi-Trial Framework provided analysts the ability to run sensitivity analyses and Monte Carlo simulations on their financial model to identify enterprise financial risks.

Impact:
Management was able to set working session meetings to run a host of ad-hoc analyses and see real-time results. The client was able to judge the likelihood of specific risks, measure adverse financial and regulatory outcomes and determine an appropriate preventative action.