Client Success Story
Experts in Rapid Platform Migration
Cost-Effective, Rapid Integration through Expert-led FP&A
Platform Migration
Evolving Challenges in Support and Expansion
Direct Waste Services, a leading waste disposal company based in New Jersey, faced a critical challenge with its outdated FP&A platform. With their current FP&A platform abruptly ceasing operations, ProLytics was engaged, delivering a swift and seamless platform migration that not only saved valuable time and resources but also provided Direct Waste with a new home with additional features and robust support for their financial planning and analysis needs.
The Challenge:
Direct Waste found itself constrained by an obsolete FP&A platform discontinuing their , hindering operational efficiency and financial planning without any support. Recognizing the urgency of the situation, ProLytics implemented a solution in less than 3 weeks to address the pressing need for a modernized and supported solution.
Key Milestones:
- Responsive Approach: ProLytics adopted a responsive approach, quickly shifting to a focused gap analysis, ensuring a targeted and efficient solution tailored to Direct Waste’s unique circumstances.
- Asset Reuse: Leveraging insights from the previous platform, ProLytics identified reusable assets and workflows, seamlessly integrating them into the more robust Vena solution.
- Rapid Deployment: With streamlined migration processes and leveraging prior knowledge, ProLytics facilitated a rapid deployment, allowing Direct Waste to resume operations without unnecessary delays.
Standard Features on the New Vena Platform
Workflow
Data permission
Drill Down
Zoom In
Audit Capability
ETL Automation
Map your organization’s process in Vena’s workflow for ultimate collaborations
Restrict sensitive information across users with Cube level data permissions
Easily drill down into your data to lowest level with a single click
Easily track changes in the system with audit trail and drill saves
Automate data loads for a wide variety of systems
Technical Awareness Foresight
Overcoming Challenges:
- Tailored Solutions: ProLytics addressed the limitations of the previous platform through a customized approach, collaborating with their team to ensuring that the new solution aligned perfectly with Direct Waste’s operational requirements.
- Efficient Discovery: By combining discovery and gap analysis, ProLytics efficiently identified and resolved challenges, saving Direct Waste valuable time and resources.
- Flexible Strategy: Demonstrating adaptability, ProLytics emphasized a flexible strategy, allowing for tailoring based on Direct Waste’s specific needs.
Benefits of Swift Integration:
- Effortless Migration: ProLytics highlighted the advantage of a similar architecture between OnPlan and Vena, showcasing the ease of migration and minimizing disruptions.
- Data Model Transferability: Leveraging comparable OLAP structures, ProLytics effortlessly exported and migrated data models, preserving logic and formulas.
- Cross-Platform Compatibility: Showcasing the seamless transition of data models between Google Sheets and Excel, ProLytics streamlined the migration process.
Rapid Integration Impact:
Not all budgeting, planning and forecasting platforms are the same – don’t be left without support or room for expansion. Expect ProLytics Consulting Group to deliver swift integration, avoiding extended disruptions. The success story highlights ProLytics’ expertise in providing effective and timely solutions, showcasing a strong commitment to client success. With a broad range of cross-platform integration experience, ProLytics can navigate complex platform migrations with speed, precision, and cost-effectiveness, ensuring a seamless and successful process.
Expert-led Platform Migration Advantages
Upfront Savings on Simple Gap Analysis instead of full Discovery Sessions
Increased Turn-around from
Leveraging Existing Assets
Rapid deployment to an advanced platform increasing flexibility
Consultant Proficiency:
Enlisting the services of our consultants harnesses specialized expertise for the migration process. These professionals boast extensive experience with diverse FP&A platforms and migrations, offering valuable insights into industry best practices. Their knowledge spans beyond mere technical aspects, encompassing an adept understanding of optimal FP&A processes. This expertise empowers organizations to make well-informed decisions, steer clear of common pitfalls, and embrace strategies aligned with industry standards.
Risk Management:
Our consultants play a pivotal role in risk mitigation. Drawing on their wealth of experience, they can pinpoint potential challenges and risks early in the migration process. This proactive stance facilitates the development of robust mitigation strategies and contingency plans. Whether addressing technical intricacies, navigating user adoption challenges, or ensuring data integrity throughout the transition, our consultants actively contribute to a seamless migration by foreseeing and mitigating potential obstacles.
Strategic Implementation:
The consultants at ProLytics bring a strategic perspective to the migration. They skillfully align the migration process with broader organizational goals, ensuring that the new FP&A platform not only caters to immediate needs but also aligns with long-term objectives. Their strategic guidance transcends mere technical implementation, encompassing considerations such as scalability, future upgrades, and alignment with evolving business requirements. This approach culminates in a more forward-thinking and strategically deployed Vena Software.
Cost Savings on Discovery Sessions
Focused Gap Analysis:
In a traditional full discovery session, there’s a comprehensive exploration of the existing platform, business processes, and requirements. However, this can be time-consuming and resource-intensive. With a consultancy-led approach, the focus shifts to a targeted gap analysis. Our consultants work closely with key stakeholders to identify specific gaps between the current state (OnPlan) and desired future state (Vena). This approach streamlines the migration process by honing in on critical areas that need attention, eliminating the need for exhaustive examinations.
Emphasis on Rapid Migration
Prospective clients can anticipate a smooth migration experience with ProLytics as they emphasize the advantages of a shared architecture between OnPlan and Vena. Only ProLytics has the extensive experience in the effortless transfer of data models, leveraging comparable OLAP structures, ensures the preservation of intricate logic and formulas. ProLytics showcases expertise in achieving cross-platform harmony, skillfully transitioning data models between Google Sheets and Excel, promising a streamlined migration process for potential clients.
Coming from Onplan?
Up-cycling OnPlan Assets
Vena Software's Power and Flexibility
Improved Overall Performance
- Asset Reusability: Leveraging existing OnPlan assets in the migration to Vena can result in significant time and resource savings. This reuse can include templates, data models, and other components, reducing the effort required to build these elements from scratch in the new platform.
- Smooth Transition: Recycling assets helps maintain continuity in processes and reduces the learning curve for users familiar with the existing OnPlan environment.
- Quicker Deployment: Vena Software’s enhanced capabilities can lead to faster deployment. Its powerful and flexible features may allow for quicker customization and adaptation to specific business needs, reducing the time required for implementation.
- Solutions to Complex Problems: Vena’s increased flexibility may enable consultants to provide solutions to more complex FP&A challenges. This can result in a more robust and tailored platform that better addresses the organization’s unique requirements.
- Enhanced Functionality: Vena Software’s increased power and flexibility may contribute to improved overall performance, providing more advanced analytical and reporting capabilities.
- Adaptability to Evolving Needs: The platform’s flexibility allows for easier adaptation to changing business requirements over time, ensuring that the FP&A system remains effective in the long run.
Avoid a Competitive Disadvantage
Using outdated or unsupported FP&A tools can hinder your organization’s ability to adapt to changing market conditions and make informed, data-driven decisions.
This can put you at a disadvantage compared to competitors who are using and have the support of modern FP&A solutions.
Powerful Analytics. Proven Delivery.
Our team of experts is committed to working closely with each customer to achieve their goals, to deliver value-added technology solutions, and to aid informed business decision-making.
