Are you stuck in the past or looking ahead?
We combine our deep understanding of planning and forecasting processes with the latest technologies to execute solutions that drive the business forward.
Too many organizations are stuck in the past, instead of planning for the future. Using outdated tools like Excel is limiting your planning and forecasting potential. You need to modernize to gain accurate insights and the flexibility to plan and pivot on a dime.
Leveraging Power BI and the Microsoft Data Stack, Collectiv modernizes processes by bringing data together and automating menial tasks so everyone is more empowered to make data-driven, forward-thinking decisions.
Long-term success means dedicating time across disciplines, which is why we developed a 360-approach called the APP Methodology™.
Understand the past and present by looking at historical information through fully automated reporting and business intelligence initiatives to uncover opportunities.
Incorporate insights learned during analysis into planning initiatives to be able to flex in real-time when executing budgeting, forecasting, data modeling, what-if analysis, and scenario analysis.
Impact the future by using artificial intelligence and machine learning to predict what’s coming so you’re always staying ahead by looking ahead.
No. We are well-versed in working with organizations that use a variety of planning tools. We’re able to integrate multiple tools into a tailored solution for your specific needs and architecture using Power BI and the Microsoft Data Stack.
See how the ATD team streamlined their planning and analytics with a combination of Acterys and Power BI.
No. Most organizations heavily rely on Excel, so there is no reason to get rid of a tool that is still useful. But we understand how to utilize Excel in a better way, where appropriate, and also how to get you out of Excel hell.
Wrangling data in multiple spreadsheets or proprietary tools will only distract your team from doing value-generating work for your organization.
We encapsulate your planning, forecasting, and reporting processes into the same tech stack, whether you wish to use Power BI for planning or have an existing planning tool that you are happy with. Because we understand both planning and technology intrinsically, we bring all of your historical and planning data together into a single version of the truth.
Yes. Because we guide your team every step of the way, change management is heavily integrated into our approach. Collectiv’s Visioning Program and Power BI training are key components of our change management approach.
Visioning sets a strong foundation for your planning strategy by working with your team members and stakeholders to identify the best solutions across the organization. Thoughtful steps are taken to ensure team alignment around the big-picture vision of whatever you are trying to achieve.
Training helps tremendously with increasing Power BI adoption. If team members lack Power BI skills and knowledge, they will be less willing to use the tool—and they will fall back on spreadsheets or other inefficient tools.
Providing ongoing training and support empowers your team to feel more confident with Power BI and leverage this technology to support organizational initiatives.
No. In fact, it is a lot more flexible and limitation-free than traditional planning tools. Also, Power BI can do anything you can do with Excel or your current proprietary planning tool—but it does the job better.
Whether you’re using Excel, Qlik, or Hyperion, these FAQs discuss how Collectiv can fit into your existing processes and help you modernize.
If you have additional questions or you’re ready to move forward, reach out to the Collectiv team.
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.
875 N Michigan Avenue, Suite 3100
Chicago, IL 60611
Phone: +1.224.214.0497
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