The Education Industry encompasses institutions dedicated to the provision of education, serving as platforms for learning. These establishments may fall into categories such as public, non-profit, or for-profit institutions. The spectrum includes elementary schools, secondary schools, community colleges, universities, as well as ministries or departments of education.

Use Case – FP&A

The Company
A renowned education company provides application solutions for gathering and transferring student data into accessible information. The Company offers a platform designed to enable schools to integrate their central student information systems with online learning applications. The Company serves the education industry throughout the United States.

  • ~$20M Revenues (Yearly)
  • ~3M Sales Transactions (Yearly)
  • ~850+ Partners
  • ~20M Monthly Active User
  • Manually intensive budgeting, forecasting & reporting
  • Cumbersome data consolidation process, many data sources, disparate excel models and many dashboards running with manual update process
  • Lack of agility and scenario planning capabilities to manage multiple versions of the data
  • Data quality and reconciliation issues between statutory, management, and regulatory sets of data
  • Budgeting & Forecasting

    Forecasting to predict future trends and changes in KPIs, and budgeting to get a roadmap for allocating resources to achieve financial goals.

  • Specialty Planning

    Focusing on niche or unique products that cater to specific consumer preferences or emerging trends.

  • Scenario Planning

    Proactive planning for uncertainties, enhance resilience, and adapt swiftly to changing circumstances.

  • Management Reporting

    Internal reports used to run the organization, make business decisions, and monitor progress to make more accurate, data-driven decisions.

  • Revenue Planning (Annual Recurring Revenue Analysis)
  • Expenses Planning
  • Variance Analysis by Product Line.
  • P&L, B/S, C/F
  • Profitability modeling
  • MAU’s analysis
  • Revenue Analysis.
  • Cost Allocation
  • What-IF Analysis
  • Variance Analysis
  • Performance Reporting
  • Real time data collaboration / impact of changes in plan.
  • Category P&L view by month, by segment, by entity.
  • Marketing expense management with better visibility and rationalization.

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