B2B corporate training content platform using Netsuite and HiBob​

OVERVIEW​

Transform from an Excel heavy planning process to a single source of truth

OBJECTIVES​

  • Give Finance a single, trusted source of structural data (calendar, chart of accounts, entities, departments) so every team budgets and reports on the same terms.​

  • Let domain owners (People, Procurement) plan cost in the language of their own domain — headcount/attrition, vendor contracts — instead of generic spreadsheet line items.​

  • Consolidate everything into one reporting layer with rolling forecasts, multi-entity/multi-currency P&L, SaaS KPIs (ARR, NRR, Rule of 40), and tailored dashboards for the CEO, Finance, and functional/regional leadership.​

IMPACT​

  • One version of the truth: GL actuals and shared dimensions eliminate reconciliation drift between HR, procurement, and corporate Finance.​

  • Faster, cleaner budget cycles: specialized planning apps produce reviewed, "push-ready" budgets that flow straight into company-wide reporting.​

  • Decision-ready visibility: real-time budget-vs-actual, rolling reforecasts, and SaaS metrics are available out of the box to every level of leadership, in the view that matters to them.

Global investment manager of nature-based real assets and natural capital strategies

Overview

  • A global investment manager of nature-based real assets. DataPlan8 builds and supports New Forests’ Pigment platform. The corporate finance platform is fed from Sage and covers reporting, budgeting and reconciliation boards.

Objectives

  • Integrate Sage Intacct with Pigment (accounts, departments, GL balances and details, FX via a data warehouse), with scheduled loads and transaction drill-down

  • Build management and board reporting: regional and OpEx P&L dashboards, the CFO quarterly report with control checks, and subsidiary board papers (statutory balance sheet and P&L per entity)

  • Add timesheets and fund profitability, an employment cost template, fund recharges and the management fee and revenue forecasting board

  • Move the Excel cash flow forecast into Pigment and build a reclass board so month-end corrections are flagged in Pigment and exported as Sage journal templates

  • Support transfer pricing and regional allocations, security and licensing, and training

Impact

  • The FY27 budget direction was ready by mid-March 2026, more than two months earlier than the previous year.