Project Spotlight: Global Forecast & Budget Transformation

Proud to share a transformative engagement where a global retail client operating 10,000+ U.S. store locations modernized and future-proofed their forecasting and budgeting capabilities.

The Challenge:
The client’s decentralized and manual planning processes struggled to keep up with the scale, complexity, and volatility of the retail market—especially in the face of global risk factors and shifting consumer demand.

Our Approach:
Led the end-to-end transformation by:

✅ Designing a unified, cloud-based FP&A platform
✅ Standardizing key drivers across business units and store tiers
✅ Enabling rolling forecasts and scenario modeling
✅ Leveraging AI and Machine Learning to dynamically incorporate external risk factors—such as inflation, weather disruptions, economic indicators, and supply chain volatility—into the forecasting model
✅ Training and empowering finance and operations teams with new tools and insights

Key Outcomes:
📉 60% reduction in planning cycle time
🔄 Near real-time forecasting across 10,000+ store locations
🤖 AI-powered forecasts with improved risk awareness and accuracy
📈 Greater alignment between store performance, market trends, and corporate strategy
🤝 Stronger collaboration across finance, operations, and merchandising teams

This was more than just a system upgrade—it was a data-driven cultural shift in how forecasting and decision-making happen at scale.

Big thanks to the cross-functional teams that made this success possible!

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