Services
Let's Talk

The C-Suite trusts our experts to equip and empower their enterprise with agile and intelligent strategies and services that get results.

Schedule a Call

Services

Collectiv is a full-service firm that covers any and all enterprise requirements around analytics, planning, and AI for the entire Microsoft data ecosystem.

Strategy

Implementation

Support

Menu

Programs

Our industry-leading programs are designed to impart years of learnings, implementations, and experiences to help your team.

Power BI Visioning Program

FP&A Visioning Program

All Programs

Menu
Resources
Latest Case Study

Advance Your Organization with Enterprise Analytics and Power BI

Read More →

Resources

Best practices, trends, insights, and experiences that help your team understand and achieve enterprise BI success.

Case Studies

Videos

Blog

Upcoming Events

Collectiv Academy

Menu

Visit Collectiv on YouTube for tutorials, best practices, Microsoft Power Platform feature releases, and much more.

Subscribe to Our Channel
Company
“Collectiv offers an exciting and challenging environment with a wide variety of projects and companies I’ve never had the opportunity to experience before. This is the type of remote workforce I’ve always wanted to be a part of, a place where I can develop my passions, skills, and talents.”

Ted Stathakis

Senior Consultant

Meet the Team

About Collectiv

We are a people-centric Power BI consulting and strategy firm. When your team needs a skilled helping hand, Collectiv is your go-to partner.

Collectiv Vision

Collectiv Careers

Contact Us

Menu

Subscribe to get the latest resources from Collectiv in your inbox.

FP&A Resources

Filter by Role

Data and Analytics

Finance and FP&A

Technology and Innovation

Filter by Type

Blog Post

Case Study

Video

Video Round-Up: Power BI Crash Course and Microsoft’s Jesse Todd

Power BI is awesome, as long as you are automating and maximizing Power BI reporting capabilities. Learn Power BI best practices from these videos.

Consulting as a Service (CaaS): How It Works and Why You Need It

Delegation and time to benefit plays a vital role in the growth of any organization. Every business, regardless of its size, can greatly benefit by

FP&A Trends and Lessons That Are Still Playing Out in 2021

FP&A thought leaders Terrell Turner and Chris Ortega discuss 2020 FP&A trends and lessons that are still relevant in 2021 and share their recommendations.

Video Round-Up: Introducing Collectiv Conversations with FP&A Pros

Power BI is awesome, as long as you are automating and maximizing Power BI reporting capabilities. Learn Power BI best practices from these videos.

Why Building a Culture of Empowerment Matters for 7 FP&A Teams

FP&A teams are finding success by focusing more on learning, collaboration, and empathy. See why a culture of empowerment matters now more than ever.

FP&A Trends: Experts Discuss Pivoting and Persevering in 2020

FP&A has changed permanently as a result of 2020 challenges…but how has it changed? Industry experts share FP&A trends from this challenging year.

Video Round-Up: The Pillars of FP&A Success

Future-proof your organization by watching these videos that cover the pillars of FP&A success and key focus areas during challenging economic times.

FP&A 2.0 Financial planning and analysis

Evolve your Financial Planning & Analysis to Financial Partnership & Advising

The financial planning and analysis evolution is already here. Is your organization ready for FP&A 2.0? Learn how to take your process into the future.

Unlock the Power of Your FP&A COE with Bryan Lapidus of AFP

Bryan Lapidus of AFP reveals how organizations can create an FP&A COE to consolidate data and knowledge transfer and gain a competitive edge.

Let's Talk

Services

Programs

Latest Case Study

Advance Your Organization with Enterprise Analytics and Power BI

Resources

About Collectiv

FP&A Resources

Filter by Role

Filter by Type

More Topics

Video Round-Up: Power BI Crash Course and Microsoft’s Jesse Todd

Consulting as a Service (CaaS): How It Works and Why You Need It

FP&A Trends and Lessons That Are Still Playing Out in 2021

Video Round-Up: Introducing Collectiv Conversations with FP&A Pros

Why Building a Culture of Empowerment Matters for 7 FP&A Teams

FP&A Trends: Experts Discuss Pivoting and Persevering in 2020

Video Round-Up: The Pillars of FP&A Success

Evolve your Financial Planning & Analysis to Financial Partnership & Advising

Unlock the Power of Your FP&A COE with Bryan Lapidus of AFP

Enterprise BI Success is Just a Phone Call Away

Fill out the form to schedule a 15-minute intro call with our Power BI experts.

Resources

Company

Services

Let's Talk

Services

Programs

Latest Case Study

Resources

About Collectiv

FP&A Resources

Filter by Role

Filter by Type

More Topics

Enterprise BI Success is Just a Phone Call Away​

Fill out the form to schedule a 15-minute intro call with our Power BI experts.​

Resources

Company

Services

Enterprise BI Success is Just a Phone Call Away

Fill out the form to schedule a 15-minute intro call with our Power BI experts.