We build custom models from scratch or previous iterations to match the specific needs of the analysis.

We utilize a fixed set of approved templates to ensure uniformity across the organization.

We assemble models using standardized, pre-built blocks (e.g., revenue build, debt schedule).

We primarily operate by rolling forward prior period models and updating the assumptions.

Local workbooks managed via shared drives or email.

Workbooks augmented with plugins (e.g., Power Query, Macabacus, Oracle Smart View) for data retrieval.

Web-based spreadsheet environments (Google Sheets, Office 365) focused on real-time co-authoring.

A specific planning platform (e.g., Anaplan, Pigment) used for aggregation and reporting.

Data is centralized in a structured repository (e.g., Snowflake, BigQuery, Redshift) before modeling.

We rely on a specialized sub-ledger or consolidation tool (e.g., HFM, NetSuite Planning) as the primary source.

Data is maintained in ad-hoc CSVs or static extracts managed by individual analysts.

We extract data directly from the General Ledger / ERP (e.g., SAP, Netsuite, QBO) on a reporting cycle basis.