Client Success Story
CASE STUDY – HEALTHCARE TECHNOLOGY
Ready Rebound Unifies Revenue, Workforce & Opex Planning with ProLytics
Implemented by ProLytics Consulting Group on the Vena FP&A platform
Snapshot: Ready Rebound
Replaced 10 disconnected spreadsheets with one governed Vena environment
Automated nightly Salesforce data loads into the Revenue Cube
Cut revenue-to-finance reconciliation from 7 days to seconds
Maintained 6 scenarios simultaneously with no workbook duplication
“The Vena implementation gave us something we never had before -- a planning process where our revenue forecast, headcount costs, and operating expenses all speak the same language. Every number ties back to a live data source, and every team works from the same version of the truth.”
– Finance Leadership
Ready Rebound
About Ready Rebound
Ready Rebound is a growing healthcare technology organization in the U.S. Its planning spans Finance, FP&A, Sales, and HR, covering revenue forecasting, workforce planning, operating expense budgeting, scenario modeling, and CRM and HR integration.
The Challenge
As a growing healthcare-tech organization, Ready Rebound faced a common FP&A dilemma: critical planning data lived in siloed systems. Revenue forecasts, headcount costs, and operating expenses were managed in separate spreadsheets, making consolidation a manual and error-prone monthly exercise. As a result, leaders lacked the confidence to run scenario analyses quickly or tie revenue performance to people costs.
Specific challenges:
- No live Salesforce integration: Revenue forecasts were disconnected from the CRM pipeline, requiring manual exports and reconciliation each cycle.
- Manual HR-to-Finance mapping: Employee cost calculations such as salary, benefits, and payroll taxes required manual updates whenever headcount changed.
- Commission accuracy risk: Variable compensation and commissions were calculated separately from bookings, creating reconciliation gaps between Finance and Sales.
- No multi-scenario capability: Creating AOP vs. Forecast vs. sensitivity variants required duplicating entire spreadsheet workbooks by hand, making scenario analysis slow, error-prone, and difficult to maintain.
Client Objectives
Ready Rebound needed a solution that could eliminate the manual effort of consolidating data from Salesforce, their HR system, and Finance into a single planning process. They wanted a partner who could design and implement a fully integrated FP&A environment that leveraged their existing Excel familiarity while adding governance, automation, and scenario capability. The finance team needed a solution that could:
- Connect Salesforce, HR, and Finance data in one platform without manual exports
- Preserve an Excel-native interface their teams already knew, combined with proper data governance
- Support multi-scenario planning across AOP, Forecast, and three sensitivities without duplicating workbooks
- Automate data movement and reconciliation across all three planning modules
The ProLytics Solution
ProLytics designed and implemented a connected planning ecosystem inside Vena for Ready Rebound, leveraging its Excel-native interface for user familiarity while introducing the data governance, workflow, and automation that spreadsheets alone cannot provide. The scope of the solution included:
- Three-approach Revenue Forecasting module (Opportunity-based, Quota, and Manager approaches) with a 24-month horizon, connected live to Salesforce via nightly ETL
- Employee-level Workforce Planning module with full labor burden calculations (salary, payroll taxes, benefits, commissions) across a 3-year horizon and six scenario/sensitivity combinations
- 18-month rolling Opex Planning module with department-level tracking, automated actuals loading, and process-variable-driven period advancement
- Multi-scenario architecture supporting AOP and Forecast across Bridge, Low, and Mid sensitivities, maintained simultaneously without template duplication
- Automated ETL jobs connecting Salesforce CRM, the HR system, and the Finance Cube, eliminating all manual data movement between planning modules
- Structured user guides and documentation delivered alongside every module, enabling the team to self-serve and maintain the environment post-implementation
“The architecture connects three live data sources, Salesforce CRM, our HR system, and the Finance Cube, through automated ETL jobs that keep every planning module synchronized.”
– Finance Leadership, Ready Rebound
Why Ready Rebound Chose ProLytics
ProLytics was selected as the implementation partner for Vena based on deep expertise in connected planning architecture and the ability to deliver end-to-end: data model design, ETL build, template development, workflow configuration, and user documentation across all three planning modules.
Timeline: 12-week full end-to-end implementation covering Revenue, Workforce, and Opex modules
Collaboration Model: Iterative build approach moving from data model design to ETL development, template build, workflow configuration, and enablement
Training & Enablement: Structured user guides and hands-on documentation aligned to existing Excel workflows
Key Outcomes
Following implementation, Ready Rebound saw measurable improvements across the entire planning cycle, reducing manual effort, eliminating reconciliation errors, and giving leaders the scenario agility they needed.
- Salesforce and HR data refreshed nightly and automatically, with no manual exports required
- Six scenario/sensitivity combinations (AOP and Forecast across Bridge, Low, and Mid) maintained simultaneously without template duplication
- Zero manual handoffs between revenue forecasting and commission expense calculation, with bookings flowing directly into workforce records via automated ETL
Business Impacts
- Leadership gained a single version of the truth across Sales, HR, Finance, and FP&A, connected in real time
- The FP&A team shifted from manual data wrangling to higher-value scenario analysis and business partnering
- An 18-month always-current rolling Opex view auto-advances as each month closes, giving teams a forward-looking operational picture at all times
Looking Ahead
Today, Ready Rebound operates a fully governed, automated FP&A environment that connects all of its core planning data. With the foundation in place, future opportunities may include:
- Expansion of the Revenue module to include additional product lines or geographic segments
- More advanced sensitivity modeling with automated variance reporting across scenarios
- Broader adoption of the Vena platform by department leaders for bottom-up Opex submissions
- Enhanced Finance Cube reporting for consolidated P&L, balance sheet, and cash flow visibility
About ProLytics
ProLytics helps finance teams modernize planning, reporting, and decision-making through practical, scalable FP&A solutions. We partner closely with our clients to deliver faster time-to-value, better insights, and processes that grow with the business.
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