Education Industry

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

(What-If)
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.