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 Which of the following best describes your team's current protocol for building financial models?
Pick up to 4
Bespoke
Construction
We build custom models from scratch or previous iterations to match the specific needs of the analysis.
Centralized
Standardization
We utilize a fixed set of approved templates to ensure uniformity across the organization.
Modular /
Component-Based
We assemble models using standardized, pre-built blocks (e.g., revenue build, debt schedule).
Roll-Forward
We primarily operate by rolling forward prior period models and updating the assumptions.
Next
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4
 What is the primary technical environment used for your planning and forecasting?
Pick up to 4
Desktop
Spreadsheets
Local workbooks managed via shared drives or email.
Connected
Spreadsheets
Workbooks augmented with plugins (e.g., Power Query, Macabacus, Oracle Smart View) for data retrieval.
Cloud
Collaborative
Web-based spreadsheet environments (Google Sheets, Office 365) focused on real-time co-authoring.
Dedicated
EPM Software
A specific planning platform (e.g., Anaplan, Pigment) used for aggregation and reporting.
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3
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4
 How is the source data stored before it is ingested into your financial models?
Pick up to 4
Enterprise Data
Warehouse / Lakehouse
Data is centralized in a structured repository (e.g., Snowflake, BigQuery, Redshift) before modeling.
Financial
Consolidation System
We rely on a specialized sub-ledger or consolidation tool (e.g., HFM, NetSuite Planning) as the primary source.
Localized
Flat Files
Data is maintained in ad-hoc CSVs or static extracts managed by individual analysts.
Direct
ERP Exports
We extract data directly from the General Ledger / ERP (e.g., SAP, Netsuite, QBO) on a reporting cycle basis.
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4
 Are you looking to solve a specific pain point or modernize your entire planning stack?
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