Whatever your need may be, Plum
Solutions consulting services can fit your needs and your budget. For
customised solutions, a fixed quote can be provided, or ongoing
services can be arranged on an hourly or daily rate. Casual enquiries
From a simple formula fix to redesigning an inherited model, we'll get a model working to suit your needs.
We currently have several public training courses
available. These courses can be adapted and customised for one-on-one
or inhouse training solutions. Please see financial modelling training for a training schedule and more details.
Financial Modelling Support Centre
some Financial Modelling or Excel formula help? We provide a
responsive, personal service providing expert assistance or advice on
all your modelling issues.
Click here to sign up for a free 2 week trial.
you have a new product or venture you are considering? Translating
business ideas from vague concepts into a concrete set of numbers can
be the hardest part of getting a new product idea or business off the
ground. We can put some numbers behind your ideas to assess the
financial feasibility of your project. Using your assumptions, a
business case model adds a financial backbone to your concepts.
Plum Solutions business cases include a cost benefit analysis of the
project, and come with financial models which can be adjusted to test
sensitivities to basic assumptions, scenario planning and break even
Profitability Analysis / Activity Based Costing
you know which products are making you money? Do you know which
customers are the most profitable? The well-known 80/20 states 80% of
your profit usually comes from 20% of your customers - but which 20%?
We can create a product or customer profitability or activity-based
costing model which will show you where you should be concentrating
budget time? Plum Solutions can provide an on-site budgeting specialist
to guide your budgeting and reporting process or manage it from
beginning to end.
Plum Solutions can create a simple budget
Excel spreadsheet for your business, or something more integrated with
your current financial systems. The budget can be a simple one page
report, or if necessary it will be a multi-dimensional model which is
based on multiple drivers customised to your business, e.g. headcount
or number of units sold. These can be sent out to various departments
or locations and then collated centrally.
If you are using Sun Systems, consider using Vision XL and Vision Executive to build actual vs budget variance reports.
you have your budget, the next step is then to compare budget versus
actual income and expenses. A dynamic report will automatically update
with your current actual figures, so you can see how your business is
tracking against budget. A low maintenance user-friendly report can be
created, or management pack you can easily maintain yourself, or we can
provide a monthly reporting and variance analysis service.
also specialise in writing management reports in Vision XL and Vision
Executive. Using Vision XL (V6.3.2) P&Ls or profitability reports
can be customised by business unit.
you have created a budget and related this to actual numbers, you can
create a dynamic rolling forecast which can be updated on a regular
basis. This can be done on a weekly or even daily basis to give you a
more accurate and up to date picture of cash flow and profit and loss.
Performance Indicators (KPIs), Scorecards and Dashboard reports can all
provide financial and non-financial indicators of the performance of
individual staff members, departments and the business as a whole. A
user-friendly report can be created for your own use, or Plum Solutions
can provide a monthly reporting service.
Plum Solutions builds customised models for virtually any
purpose. Examples include:
- A comparison calculator which translates a complicated pricing structure so consumers can
find the best deal.
- A capital expenditure model in Access used to approve, capture and report on company-wide
- A survey model used to capture data from customers surveyed. The model then automatically
manipulates the data to produce customised reports and graphs in Excel.
- A business case which calculates the expected number of customers using
take-up rates based on demographic information.
- A competitor analysis with results shown using dynamic Excel graphs
which can be easily modified by the user to display the desired combination of variables.