Collectiv’s consultants help your team transcend spreadsheets, unify processes, and leverage Power BI for integrated planning, forecasting, and budgeting.
Planning in Microsoft Fabric and Power BI promises “Planning Nirvana.” But getting there takes more than technology…it requires experience and expertise.
Known as “The Planning Experts,” our consultants bring deep industry expertise and real-world experience in finance and FP&A. We’ve implemented every planning tool in the Power BI and Fabric ecosystem, transforming siloed processes into unified, enterprise-wide systems.
With a focus on real-time insights, accuracy, and strategic alignment, Collectiv helps your organization break free from outdated processes and tools—driving efficiency and smarter decision-making through data, planning, and AI.
Deep domain expertise, with experts from finance, FP&A, and supply chain, improving budgeting, forecasting, and planning processes across all industries and departments.
Goes beyond finance for more holistic planning—integrating planning data and inputs from all departments (Sales, HR, Operations) and supporting various types of planning (Supply/Demand, Capex).
Seamless integration of Power BI, Fabric, and Azure-based planning tools, delivering real-time insights, rationalization, and accuracy across all your organization’s planning efforts.
Ongoing training and support empower your team’s ownership and success in managing budgeting, planning, and forecasting initiatives.
As the leading Microsoft consulting firm, organizations partner with Collectiv for their most important strategic initiatives by building a strong data architecture, improving analytics, modernizing planning, and leveraging AI.
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