TRENEGY SERVICES > CFO ADVISORY

Planning & Forecasting

Trenegy helps organizations improve planning and forecasting capabilities to accelerate decision making and improve operating and financial projections. We work with our clients to improve sales, operational, cash flow, financial and capital forecasts. We help clients with:

Case Study

Planning & Forecasting in the Chemical Industry

Situation

The leadership team of a global chemical company lacked visibility into how changes in raw materials, labor, and energy costs were impacting margins and operational forecasts. Sales teams were negotiating long-term customer contracts with outdated product costs, causing products to often be sold at margins well below expectations.

Our Response

To solve this challenge, Trenegy helped the company develop a process to automate the integration of sales and operational forecasts with the pricing process. As part of this solution, we implemented an enterprise forecasting system to automate the modeling of commodity cost forecasts and conduct sensitivity analysis to improve pricing and financial forecasts. We lates built driver-based forecasting models to automate the entire financial forecast, including net income, balance sheet, and cash flow forecasting.

Results

  • Improved margins
  • Streamlined forecasting process
  • Improved forecast accuracy to investors

Planning & Forecasting Insights

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To learn more, contact us at 832-912-4020  or info@trenegy.com.