Driving Growth and Success with Business Planning Automation

Client’s Challenge:

Al Rafay Consulting (ARC) recognizes that strategic planning is the foundation of any successful enterprise. But too many businesses waste time juggling spreadsheets, scattered notes, and outdated templates. Their client was struggling with finding a solution to help them create a roadmap that drove their growth to achieve long term success and turning their ideas into structured plans. That’s why ARC created a Business Plan Automated Platform (BPA) for their client.

Client’s Goals and ARC’s Solution:

The goals of their client were to embed a comprehensive planning platform designed to transform their businesses ideas into reality, so they can stop imagining what’s possible and start building it. In addition to streamlining their planning process, they wanted to enhance team collaboration, and have insights into their budget, forecast, and key performance indicators. 

ARC stepped in and was able to automate their workflows such as approvals, reviews, and feedback loops with ease, complete with real-time notifications and task assignments to keep all stakeholders informed, with BPA. Their client was able to reduce the number of spreadsheets, as the platform automatically pulled and populated data from all relevant datasets, allowing them to create accurate and unified plans with minimal manual input. 

To help locate their client’s vital information, the platform was built with enterprise grade advanced search and versioning, enabling the users to locate documents instantly and see revision histories in detail with comments and annotations. The document management system allowed the client to safely store and organize all their business plan documents, and rule-based automation ensured a secure platform. With BI integration, they were able to monitor performance, align plans with their KPIs and forecasts, and make more informed decisions faster with data-driven insights. The solution was also built to have mobile access, so real time updates and collaboration are achievable anywhere, at any time.

Results & Summary:

BPA was successfully implemented in their client’s organization and empowered their employees to plan more efficiently, collaboratively, and seamlessly. Over the span of two years, ARC’s solution saved their client over $250,000. With quick access to data, status, and assigned tasks, the organization had higher productivity and was able to accomplish more, by saving time and reducing manual labor.

Schedule a Consultation to Learn More:Interested in learning more about BPA and how it can transform your business?