DeliveredMedium-sized manufacturerManufacturingCommercial Operations

A financial planning and analysis capability built to run in-house.

Loopium installed budgeting, forecasting and a working financial model with the finance team. The lasting result was a shared view of the commercial drivers, not a spreadsheet dependency.

50 → 5Man-days to draft zeroDelivered
99%Planning accuracyDelivered
One shared viewOf the financial driversQualitative

Context

A medium-sized manufacturer ran its annual budget as a spreadsheet exercise held by a few people in finance. Producing the first complete version of the budget, the draft zero, absorbed around fifty man-days, and the commercial drivers behind the numbers were visible mainly to the people who built them.

Mission

Install budgeting, forecasting and a working financial model with the finance team, so that the organisation could run the next planning cycle itself and discuss the numbers through their drivers.

What changed

  • Draft zero of the budget moved from around 50 man-days of effort to around 5.
  • Planning accuracy reached 99% on the measure agreed at the outset.
  • Finance and commercial leaders began to review one shared view of the financial drivers rather than separate versions.

Evidence

Evidence note

Status
Delivered
Evidence classes
Delivered, Qualitative
Disclosure
Client identity withheld by agreement.
Note
Delivered engagement, client anonymised. Effort figures compare the cycle before and after installation.

What remained with the client

  • The financial model, maintained by the finance team
  • The budgeting and forecasting calendar
  • The driver view used in leadership reviews
  • A finance team trained to run the cycle without Loopium

Next case study

In pilotDistribution-led companyAnonymised

Route-to-market digital mapping and an S&OP rhythm that holds.

A route-to-market digital layer designed to improve field-force productivity, reduce cost-to-serve, and connect plant, distributor and retail decisions to the same operating numbers.

Read the mission

−20%Cost to serveIn pilot
4 h → 30 minField administration workIn pilot
+23%Revenue per headIn pilot
<5%Stock-outs across plant, distributor and retailIn pilot

Pilot readings, Q3 2026. Figures are interim and may change as rollout expands.

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