The diagnostic

Clarity over rebuilds. Fix what matters first. A focused, senior-level Diagnostic — the fastest way to know where your planning systems actually stand.

Start with a diagnostic

Most planning systems don't fail overnight — they accumulate drag.

A fast, senior-level assessment of your Excel and/or Anaplan models — reviewed against our F5 Framework: Foundations, Flow, Fidelity, Flexibility, and Future Readiness.

Timeline: 1–3 weeks

Investment: $2,000

Scoped to your core planning and reporting environment. If your systems span an unusually large number of models or platforms, we'll confirm scope on the intro call before proceeding.

PROCESS:

  • Qualifying call to confirm scope and fit

  • Kickoff and model/system access

  • Weekly check-ins during the review

  • Final wrap-up walkthrough of findings

YOU RECEIVE:

  • A written diagnostic report with an overall Model Health score

  • Top risks and opportunities, ranked by impact

  • A clear map of what's a quick win vs. what requires structural work

  • Next-step recommendations — with no obligation to continue

This is diagnostic only; no implementation work is included. If a follow-on engagement starts within 30 days, the Diagnostic fee is credited toward it.

Book an intro call

The Right Fit

 

This approach is designed for live, business-critical planning environments.

If you are looking for:

  • A full greenfield implementation

  • A pure technical staff augmentation model

  • A large consulting team

There may be providers better aligned to those needs.

 

If more work is needed

 

Some Diagnostics surface issues that go beyond a quick fix.

If that's the case, you'll know exactly what's involved before deciding whether to move forward — there's no obligation to continue.

Depending on what the Diagnostic finds, follow-on work may include:

  • Correcting critical fragility — resolving logic breakdowns and workflow friction

  • Architecture alignment — addressing systemic constraints in model structure or data flow

  • Ongoing oversight — continuous performance tuning and structural governance for business-critical systems

I stay directly involved in every engagement, from diagnosis through delivery.

Check your model risk.

Planning systems don't fail all at once. Find out where yours stands before it does.

Book an intro call