Assess & Design Laying the Foundation for xP&A Success

Successful transformation starts with understanding where you are today and designing a model that meets your business goals. We evaluate your planning maturity, close siloed gaps, and create a connected finance–supply chain–workforce framework for enterprise-wide agility.

Assess & Design

Where Clarity Meets Strategy

Your current planning setup reflects old habits—long cycles, disconnected teams, and missed opportunities for insight-driven decisions. Our Assess & Design service identifies what’s holding you back and lays the groundwork for a more connected, more responsive xP&A future.

Foundations for Enterprise-Wide Agility

Assess & Design

xP&A Readiness Assessment

We measure your current planning maturity and identify disconnects across functions. This assessment highlights quick wins, risk areas, and priorities for your xP&A journey.

Key Deliverables:

  • Planning maturity scorecard
  • Gap analysis of data, process, and technology
  • Roadmap for improvement
Assess & Design

Cross-Functional Planning Blueprint

We create a detailed design for connecting finance, supply chain, sales, and workforce planning. This blueprint acts as your master plan for implementation.

Assess & Design

Interim xP&A Professionals

Sometimes, transformation requires more than a plan—it needs hands-on execution. Our interim professionals step in to run planning cycles, manage data flows, and support critical decision-making while your team ramps up capability.

Key Benefits:

  • Immediate expertise to stabilize or improve planning processes
  • Flexible support during transitions or high-demand periods
  • Knowledge transfer to build your internal team’s capability
Interim xP&A Professionals

Why Start with Assess & Design?

Clarity

Understand where your organization stands today

Alignment

Close siloes across functions

Roadmap

Prioritize quick wins and high-impact initiatives
Ready to Make Better, Faster Decisions — Together?

Let’s explore how xP&A can align your teams, improve agility, and unlock enterprise-wide impact.

Book a free xP&A Readiness Call