PLANS
Four Engagement Models,
Scaled to Your Stage
Start with the support you need today.
Scale as you grow.
Basic Plan
・Define management issues
・Provide improvement roadmap
4 – 6 Weeks
Standard Plan
・Redesign & automate processes
・Build BI dashboards
2 – 3 Months
Premium Plan
・Integrate data & process
・Establish company-wide financial foundations
4 – 6 Months
Enterprise Plan
・Standardize group-wide management
・Tailor custom designs
6+ Months
Details of Our Plans
Project Duration: 4 – 6 weeks
Analyze financial data and operational processes to identify key challenges, define management KPIs, and build a practical improvement roadmap.
Suitable for
- Companies that want to organize their financial challenges
- Companies that want to clarify improvement priorities
- Companies interested in DX or automation but unsure where to start
Main Deliverables
- Inventory of financial data and operational processes
- Design of management KPIs
- Development of an improvement roadmap
Expected Outcomes
- Visualization of financial issues
- Clear identification of KPIs needed for management decisions
- Organized prioritization of improvement areas
Project Duration: 2 – 3 months
Redesign, automate, and visualize workflows for selected operations or departments.
Build a functioning system in a short period and deliver visible, measurable results.
Suitable for
- Companies seeking to streamline specific operations
- Companies that want to automate Excel‑based workflows
- Companies that want to visualize financial data
Main Deliverables
- Redesign of business processes
- Data preparation and transformation workflows
- Automation using Excel / Power Platform
- Power BI dashboard development
Expected Outcomes
- Reduction of manual work
- Standardization of business processes
- Real‑time visualization of financial data
Project Duration: 4 – 6 months
Redesign company‑wide financial management by integrating data, processes, and reporting environments.
Build a unified financial foundation that supports strategic, organization‑level decision‑making.
Suitable for
- Companies seeking to strengthen their management control framework
- Companies wanting to integrate fragmented, department‑level data
- Companies aiming to enhance financial management at the enterprise level
Main Deliverables
- Enterprise‑wide data architecture design
- KPI and management indicator design
- Financial reporting environment development
- Integrated design for automation and visualization
Expected Outcomes
- Company‑wide financial visibility
- Faster and more informed decision‑making
- Standardized financial management practices
Project Duration: 6+ months
Build an integrated financial management platform that supports multiple locations or group companies.
Establish a centralized structure for managing financials across the entire group.
Suitable for
- Companies with group subsidiaries
- Companies struggling with inconsistent numbers across locations
- Companies aiming to advance their management control capabilities
Main Deliverables
- Group‑level data integration
- Development of management dashboards
- Design of group‑wide management KPIs
- Establishment of group reporting structures
Expected Outcomes
- Financial visibility across the entire group
- More advanced and data‑driven decision‑making
- A unified and integrated management framework
Plan Comparison
Cross‑plan overview
If you’re unsure which plan fits your organization, use this comparison table as a guide.
| Features & Scope | Basic | Standard | Premium | Enterprise |
|---|---|---|---|---|
| Current-state analysis & issue identification | ✓ | ✓ | ✓ | ✓ |
| KPI design for management | ✓ | ✓ | ✓ | ✓ |
| Workflow automation (1–2 areas) | — | ✓ | ✓ | ✓ |
| Power BI dashboards | — | ✓ | ✓ | ✓ |
| Company‑wide data integration | — | — | ✓ | ✓ |
| Management report development | — | — | ✓ | ✓ |
| Group / multi‑site support | — | — | — | ✓ |
| Monthly ongoing support | — | Option | ✓ (3 month) | ✓ (dedicated) |
Not sure which plan fits your business best?
We’ll assess your current situation and recommend the most suitable level of support.
60-minute online consultation.
No financial data or documents required.