Planning, budgeting and forecasting provide the roadmaps to the future for high-performance organizations. Percentix specializes in:
LONG RANGE PLANNING
Strategic plans and long-range plans are the roadmaps to the future for high-performance organizations. Percentix specializes in the development and integration of strategic and long-range plans. They keys to having effective strategic and long-range plans include:
- An organizationally aligned and action-oriented mission statement
- Strategic goals that are both quantifiable and have executive sponsorship
- Achievable checkpoints, milestones and timelines
M&A AND DEBT CAPACITY PLANNING
Growth through acquisition can provide organizations a way both enter new markets and geographies as well as attain economies of scale in short timelines not achievable through organic growth alone. However, if not managed properly, the financing used to make acquisitions can become a lodestone and negate the operational benefits that transactions were meant to provide. Percentix brings a wealth of knowledge around using financing effectively to our clients and specializes in tying pre-acquisition analysis into post-acquisition integration.
- Modeling financing options and transaction synergies
- Integrating capital budgets with financing capacity
CAPITAL ASSET PLANNING
Capital asset and capital expense planning can be the keys to growth for many organizations. Capital assets and projects provide the tools necessary to execute on your organization's vision. Determining what projects are worthy of funding and in what order is the challenge many organizations struggle with.
The strategic planning process should provide the target "mix" of spending, by mission-related category or initiative across the organization. Ensuring that only the appropriate level of spending for each mission-related category or initiative is approved and/or helping approvers understand that the target mix needs to be adjusted based on current needs is a key requirement to have a mission-driven, financially sustainable capital plan.
The ability to both rank and sort projects in a quantitative way gives context to the qualitative narrative that supports the requests as well as helps approvers identify outliers that may need additional supporting detail. Percentix can help your organization with:
- Capital asset and capital project submission processes
- Capital asset and capital project screening and approval
- Capital asset and capital project tracking and risk mitigation
ANNUAL BUDGETING AND FORECASTING
Budgeting, planning and forecasting provide the short-term goals that allow an organization to achieve long-term success. Having an annual plan that captures your short-term goals and can be tracked against your actual results sounds easy, but takes many organizations months to complete. Percentix can help your organization align the people, process and tools used in budgeting and planning so your organization spends its time achieving your organization's goals, not working overtime trying to determine what those goals are. Percentix specializes in:
- Annual budgeting and planning
- Periodic and rolling forecasts
Human capital oftentimes represents the largest single cost at many organizations. Accurately planning for changes in your workforce allows departments to plan for new hires and capture the fully-burdened cost of those hires and any transfers in they expect. Percentix specializes in:
- Workforce planning
- Taxation and benefit allocations