FinListics Case Study:Building Client Support with Value Modeler

Building Client Executive Support with FinListics Value Modeler

Business Issue:

• Solution provider needed to show earlier in sales cycle potential cash flow value of solutions to obtain client senior management sponsorship.
• No consistent methodology existed for measuring potential financial benefits and how to use in sales process.
• Value of solutions often not viewed in context client’s bigger financial challenges and goals.

 FinListics Solutions Customization:

• FinListics worked with solution provider’s product experts to link solutions to specific tangible areas of improvement.
• Industry guidelines and solution provider’s experiences with other clients were used to build a FinListics Value Modeler.
• Value Modeler applied scope of solutions and percentage improvements to a client’s baseline financial data like operating expenses, working capital and revenue to develop a range of reasonableness estimates of cash flow, earnings per share and other benefits of interest to client executives.

Process was developed incorporating FinListics Company Summary Reports and Client Opportunity Assessment to better understand a client’s enterprise-wide financial challenges and goals and the relative importance of the results from the Value Modelers in the context of these challenges and goals