Planning & Analytics for Finance, Sales, Supply Chain and HR

Plan · Anticipate · Optimize

Plan with data. Decide with AI.

We replace spreadsheets with a living planning model, connected to your data, that your team runs without depending on anyone. More than 25 years doing it at leading companies.

Request a demo How we use AI

Close & reporting · Consolidated P&L

Year: FY27 Scenario: Compare to: BudgetCurrency: USD M

248.4+7.4

263.9+22.9

224.8−16.2

Net revenue

61.2%+0.4 pp

62.4%+1.6 pp

58.4%−2.4 pp

Gross margin

38.6+1.9

44.1+7.4

26.7−10.0

EBITDA

62.9+8.2

70.3+15.6

49.1−5.6

Closing cash

Volume +4.0%+8.5%−6.0%

Price · USD 128.40131.20125.10

Headcount 1,2401,2651,205

Consolidated P&Lvariance vs budget

USD M	FY27	VAR
Net revenue	248.4263.9224.8	+7.4+22.9−16.2
Gross margin	152.0164.7131.3	+6.3+19.0−14.4
EBITDA	38.644.126.7	+1.9+7.4−10.0
Free cash flow	24.729.812.1	+2.3+7.4−10.3

Cash by month

Illustrative example · fictitious data

More than 40 leading companies worldwide trust us

The problem

Planning in spreadsheets has a cost

We see it in every project: valuable teams busy building and fixing data instead of analyzing it.

35%

of FP&A teams’ time goes to high-value work.

FP&A Trends Survey, 2024

100+

linked spreadsheets caused constant errors and weekends spent fixing data.

ICBC Argentina, before the project

7 countries

planned in Excel, with spreadsheets going back and forth by email.

Leading Oil & Gas company, before the project

2 to 4 days

of product shelf life, with production planned by hand in Excel: every forecast error ended up as waste.

Grandwich, before the project

What we solve

Fewer spreadsheets. Better decisions.

We start with the process that hurts most and connect it to the rest: one platform and the same numbers for Finance, Sales, Operations and HR.

Financial Planning · FP&A

Let your team analyze instead of building spreadsheets

Budget, P&L, balance sheet, cash and CAPEX in one driver-based model. Rolling forecast after every close: closed months take actuals and the remaining months start from a previous scenario (budget or prior forecast) to reproject the rest of the year or the next 12 months. And as many scenarios as you need (base, upside, downside or whatever the board asks for), compared in minutes, not days.

CFO · FP&A

7 countrieswith budgeting, management control and consolidation on a single platform, at a leading Oil & Gas company

Workforce Planning

Headcount, planned with the same rigor as the rest of the P&L

Headcount and labor costs connected to the budget, down to each employee and with the confidentiality HR needs.

CFO · HR

1,000+ employeesincluding production staff, planned on a single platform, at a consumer goods multinational

S&OP and IBP

One plan to sell without stock-outs or overstock

Demand planning with predictive forecasting, purchasing and supply planning, inventory optimization and distribution, at SKU level and at high volumes, in one process connected to finance (IBP).

What if demand drops 15%?
What if a plant goes down?
What if a supplier is two weeks late?

ImpactsService levelWorking capitalMargin

Supply chain · Sales

Daily demandforecast with AI by customer, with the plant planned 10 days ahead at Grandwich

Close and consolidation

A close done in hours, not long nights

Close, consolidation of companies and countries, and management and regulatory reporting in a single repository, with workflow between countries and headquarters and traceable numbers for the board and auditors.

Controllership · Finance

80 → 32 hregional close and reporting at Natura

Also: management dashboards, predictive analytics and optimization.

AI across the whole process

Our own AI agents, guided by our consultants’ judgment

We build our own AI agents and use them at every stage of the project: they understand your process, propose the design and build the model. Nothing reaches your environment without a senior consultant’s review.

“AI accelerates. We bring the judgment.”

How we work

Three ways to get started

Choose the model that best fits your team, your timeline and your budget.

Tailored implementation

We design and build your planning model with a senior team, adapted to your processes, your systems and your structure.

For organizations with complex processes

Ready-to-use subscription solutions

Preconfigured planning models in the cloud (SaaS) that go live quickly, with a predictable monthly cost and no long project.

To get started fast

Planning advisory

We help you define and improve your FP&A, S&OP and IBP processes, beyond the tool.

To get the process right

Integration with your ERPWe connect the model to your ERP (SAP and others), your CRM, your HR system and your databases, so actuals flow in automatically, with no manual loads.

In the cloud or on your serversTailored implementations can run as a cloud service (SaaS), with updates and maintenance included, or on your own infrastructure (on-premise), if your data policies require it. Subscription solutions always run in the cloud.

Guided adoptionTraining, post go-live support and managed services, so your team uses the solution from day one.

Technology

Built on IBM Planning Analytics, with AI built in

We are IBM partners and IBM Planning Analytics specialists. On top of the platform’s AI, we add our own agents.

IBM Planning Analytics (TM1)

Planning engine for budgeting, forecasting and scenarios at high data volumes, in the cloud (SaaS) or on your servers.

Your Excel, connected

Your team keeps working in Excel, but on a single database: no versions traveling by email and no broken links.

AI in the platform

Predictive forecasting and the Planning Analytics AI assistant, plus IBM watsonx to predict, classify and automate.

Reporting and dashboards

IBM Cognos Analytics and Microsoft Power BI for management dashboards and self-service for business users.

Cases

Results at leading companies

Banking · IBM Success Story Featured case

ICBC

Automation of financial processes, forecasting and regulatory stress tests.

“Now we can spend more time on analysis instead of processing information.”Mariano Carranza, Head of Planning, ICBC Argentina

Secondsto build what-if scenarios (previously 2 days)

−50%time spent on stress test reports

Read the case

Consumer · Beauty

Natura

Regional close, consolidation and management reporting.

80 → 32 hregional close and reporting, with fewer team hours

Read the case

Pharma

Exeltis

Financial planning and inventory optimization.

10 → 3 daysplanning cycle

Watch video

Telco

Leading Latin American telco

Management control, close and reporting to headquarters.

1 platformfor every business unit, with faster reporting to headquarters

Energy

Leading Oil & Gas company

Budgeting, management control and group consolidation.

7 countriesintegrated on a single platform, with regional payroll planning

Pharma

Regional pharmaceutical group

Regional S&OP with machine learning.

17 countrieswith predictive forecasting, inventory and distribution optimization

Pharma · Biotech

Global biotech company

Financial planning and global consolidation.

Months → weeksplanning cycle, with 17+ affiliates in one model

Consumer · Food

Grandwich

AI demand planning and plant optimization.

Daily demandforecast with AI by customer, with production planned 10 days ahead

Why KMG

Six reasons to choose us

We started more than 25 years ago with Business Intelligence and data analytics projects. That foundation is what we now bring to planning.

Domain depth

We combine EPM expertise with real knowledge of Finance and Supply Chain. We speak the language of CFOs, controllers and Operations leaders, not just IT.

Regional scale

More than 25 years working across Latin America, the United States and Europe. We know local accounting standards, regulatory requirements and the business culture of each country.

Speed and reasonable costs

Accelerators, pre-built models and a proven methodology to reach production sooner, with the quality of a large consultancy and the costs of a specialized team.

Proven track record

More than 300 implementations in pharma, telecom, energy, consumer goods and financial services. More than 80% of our clients expand the scope after the first year.

Ready to innovate

Predictive analytics, machine learning and AI built into planning from day one, not as an add-on.

Long-term partners

Post go-live support, managed services and continuous improvement so the solution evolves with your business.

25+years of experience

300+projects delivered

15+countries

40+EPM specialists

FAQ

What clients ask us most

What is a rolling forecast?

It means reprojecting the year after every accounting close. Closed months take actuals and the remaining months start from a previous scenario (the budget or the prior forecast) to project the rest of the year or the next 12 months. That way the company always has an up-to-date projection, without waiting for next year’s budget.

What is the difference between S&OP and IBP?

S&OP (Sales & Operations Planning) aligns demand with supply, production and inventory in a single plan. IBP (Integrated Business Planning) adds the financial impact to that plan: every supply chain decision shows up in sales, margin and working capital.

How long does an implementation take?

Our goal is to have every implementation up and running in 3 months. We start with the process that hurts most, using accelerators and pre-built models, and then add the rest in stages. Subscription solutions go live sooner, because they come preconfigured.

Can my team keep working in Excel?

Yes. Your team keeps using Excel, but connected to a single database: data is updated in one place, with no versions traveling by email and no broken links.

Does it integrate with SAP and other ERPs?

Yes. We connect the model to your ERP (SAP and others), your CRM, your HR system and your databases, so actuals flow in automatically, with no manual loads.

Does it run in the cloud or on our servers?

Both. Tailored implementations can run as a cloud service (SaaS) or on your own infrastructure (on-premise). Subscription solutions always run in the cloud.

What is IBM Planning Analytics (TM1)?

It is IBM’s planning platform, which we use in our projects. It handles budgets, forecasts and scenarios at high data volumes, and includes predictive forecasting and an AI assistant. We are IBM partners and specialists in this platform.

How do you use artificial intelligence?

Which countries do you work in?

We have offices in Argentina and Chile, and for more than 25 years we have worked with companies across Latin America, the United States and Europe: more than 300 projects in more than 15 countries.

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Tell us what you want to solve and we’ll show you how we solve it, with examples from similar cases.