Case Study
How we transformed how a major public sector organisation forecasts and plans revenue and expenditure.
- Public Sector
- Local Government
We partnered with a major public sector organisation to transform how its finance team forecasts and plans revenue and expenditure across a large commercial property portfolio. By replacing fragmented, manual processes with a structured, scalable solution, the organisation has moved from short-term, spreadsheet-driven planning to a more accurate and strategic 10-year financial outlook.
The organisation manages a significant portfolio of commercial properties, each with its own lease structures, terms, and operational considerations.
Previously, financial planning relied heavily on manual, spreadsheet-based processes, which created several challenges:
- Budgeting and forecasting were highly time-consuming across both finance and operational teams
- Outputs lacked consistency and standardisation
- Limited ability to model long-term scenarios or apply more sophisticated assumptions
As a result, planning was largely short-term and reactive, limiting the organisation’s ability to make informed, forward-looking decisions – particularly for major capital projects.
The impact of the solution has been both operational and strategic.
- Significant reduction in time spent on budgeting and forecasting across finance and property teams
- Improved accuracy and consistency through a standardised planning approach
- Transition from short-term to 10-year planning, enabling more informed decision-making
- Enhanced ability to model complex scenarios, including major capital projects
