ValueXPA Extended Planning & Analytics (XP&A) for $30–150M industrial manufacturers. Decision-grade financial planning, scenario modelling, and finance automation that ties strategy to operations.
Extended Planning & Analytics (XP&A) connects financial planning, operational planning, and analytics into a unified decision-making layer. ValueXPA delivers XP&A as a managed service for CFOs of $30–150M industrial manufacturers — replacing fragmented spreadsheets with decision-grade scenario models that reflect how money, inventory, and capacity actually move through the business.
Traditional FP&A produces a budget once a year and a forecast variance every month. XP&A folds operational drivers — order book, capacity utilisation, vendor lead times, working capital cycles — directly into the financial model. The result is a single rolling plan that the leadership team can stress-test in hours, not weeks, when conditions change.
Driver-based budgeting and rolling forecasts, scenario and sensitivity modelling, working-capital and cash-flow planning, capital allocation analysis, KPI dashboarding, board and lender reporting packs, and integration with the existing ERP, data warehouse, and BI stack so the model stays in sync with operational reality.
CFOs and finance leaders at $30–150M industrial manufacturers, distributors, and B2B SaaS businesses who outgrew spreadsheet-based planning but cannot justify a six-figure enterprise EPM license. Typical triggers: board demanding faster scenario answers, an upcoming lender review, a stalled budget cycle, or a recent margin shock that exposed gaps in the existing forecasting process.
Fixed-scope build engagement to stand up the XP&A model, followed by an optional managed-service retainer where ValueXPA operates the planning cycles each month or quarter. Onshore client lead with delivery teams in the US, Australia, and India. No EPM software license is required — we work with the planning tooling you already own or recommend a fit-for-size alternative.
Shorter month-end cycle, faster scenario turnaround for board and lender requests, tighter alignment between operations and finance, improved forecast accuracy versus actuals, and a planning artefact that the next CFO can pick up without recreating it from scratch.
Traditional FP&A treats finance as the source of truth and operations as an input. XP&A treats them as one model — operational drivers (order book, capacity, lead times) update the financial plan continuously, so the leadership team can answer scenario questions in hours instead of weeks.
SAP, Oracle NetSuite, Microsoft Dynamics, Sage Intacct, QuickBooks, plus most BI stacks (Power BI, Tableau, Looker) and planning tools (Anaplan, Pigment, Cube, or Excel/Google Sheets when warranted by company size).
Typical build engagement is 6–10 weeks from kickoff to first rolling forecast and live scenario model. We start with a minimum viable model the leadership team can use, then expand drivers in subsequent quarterly releases.