Corporate Performance Management & BI

Your Trusted Experts in Corporate Performance Management (CPM), Budgeting & Business Intelligence (BI)

CRGroup delivers expert services and trusted solutions to help create and optimize your corporate performance management and business intelligence efforts

  • Business Intelligence (Scorecards/Dashboards)
  • Budgeting, Planning and Forecasting
  • Management & Financial Reporting
  • Financial Consolidations

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Business Intelligence – Define & Understand Your Company’s Key metrics

When used correctly, BI can transform how an organization approaches decision making. Effective BI not only displays data in a way that decision-makers can use, but also gives leaders timely insights on KPI’s and objectives so that change can take place when it matters the most and critical opportunities are not missed.

CRGroup works with clients to define their business objectives so that critical information is available at the touch of a button, without unnecessary detail. It is our goal to provide you with the information needed to take action – in real time at with just a glance.

Get integrated reports, plans and scorecards for real-time decision making!

CRGroup offers services and solutions to define and execute

  • Reports
  • Scorecards
  • Dashboards
  • Analysis and monitoring

Explore CRGroup Solutions for BI and Reporting:

CRGroup Careers

Partner with CRGroup for Better Financial Planning, Execution, and Analysis

Our team of experienced accountants, MBA’s, business solutions consultants, data specialists, and developers lend practical knowledge to ensure client success with CPM & BI

Realize CPM Success with CRGroup:

  • Improve budgeting
  • Eliminate manual, Excel-based planning and tracking
  • Monitor and adjust business processes in real-time
  • Improve operational and business efficiencies
  • Increase the accuracy of financial and operational planning
  • Speed up your budgeting cycle
  • Visualize performance and plan effectively
  • Drive better decision-making through powerful insights
  • Provide business leaders with real-time reports and analytics
  • Automate your financial consolidation process

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Benefits Across the Entire Organization

Finance

Automate financial planning and analyze business performance down to operations.

Sales

Plan, monitor and get insight into your sales process.

Supply Chain

Break functional silos: plan and analyze across the entire SCM

HR

Streamline workforce planning and get better insights into human capital performance

Marketing

Track, analyze and plan your lead-to-revenue process

IT

Plan IT investment, control costs and monitor service levels.

Book your FREE Corporate Performance Management Assessment Today!

The CRGroup Advantage

Implementing a new or revised CPM or BI strategy can seem like an impossible task; however, CRGroup is here to help rollout new processes gradually and properly. Our expert approach can help your organization achieve its goals by delivering a proven approach and tailored solutions to ensure COM.BI automation and optimization takes place hand-in-hand for better business results.

Our thorough review process ensures capture the wants and needs of our clients. Following a complete understanding of our client’s wishes, an initial meeting is conducted to plan, set timelines and illustrate preliminary builds. While ensuring that our clients are in control and at the center of every decision, we gather valuable feedback at every step of the process to refine and deliver exceptional quality work.  Once Our solution design and implementation team is certified in Sure Step Methodology. Benefit from our experience and proven planning, design, setup and training.

  • Diagnostic
  • Analysis
  • Design
  • Development
  • Deployment
  • Operation

Microsoft Dynamics Sure Step Methodology

On-going communication with our clients is the foundation for delivering extraordinary solutions. Our commitment is to making sure that the client is active and a part of the process. We encourage an environment of consistent feedback where clients can voice their comments or concerns regarding any walked through scenario.

At CRGroup, we help our client realize the full potential of their solutions. Whether it is a one on one personal training session, or an online “how to” web session, we provide the tools to get the most out of your solution.

Get up and running quickly and smoothly with automated CPM and BI by working with a partner that has deep product knowledge and process improvement expertise.

CRGroup provides requirements discovery, solution design, project management, customized upgrades, technical & business support, experienced guidance, expert advice, and tailored training.

  • Highly trained and certified consulting and project management team
  • Commitment to know your business and understand your unique challenges
  • Exceptional project and change management experience
  • Specialized industry and business process experience
  • Straightforward, honest, open communication
  • One-on-one and group training with solution experts
  • Ongoing support and maintenance beyond go-live to ensure you get the most out of your system

Get up and running quickly and smoothly with automated CPM and/or BI by working with a partner that has deep product knowledge and process improvement expertise. Benefit from CRGroup’s experience and proven planning, design, setup, and training of various enterprise business systems.

Our Solutions design and implementation team is certified in Sure Step methodology. The process includes the following major steps:

  • Diagnostic
  • Analysis
  • Design
  • Development
  • Deployment
  • Operation

Achieve Corporate Performance Management Success

Implementing a new or revised corporate performance management strategy can seem like an impossible task; however, CRGroup is here to help rollout new processes gradually and properly. Our expert approach can help your organization achieve its CPM goals by delivering a proven approach and tailored solutions to ensure CPM automation and optimization takes place hand-in-hand – for better business results.

Plan Strategically, Manage Effectively

Given today’s growing market volatility, business leaders are increasingly turning to budgeting and planning software when making informed decisions. Formal budgets provide organizations with scenario planning and governance while helping limit expenditures, predict income, profits and ROI in advance. Although it seems that we don’t like living with budgets, we certainly can’t operate effectively without them.

Corporate Performance Management at Your Fingertips

Streamline & automate vital CPM tasks.

  • Speed up your budgeting cycle
  • Visualize performance and plan effectively
  • Drive better decision-making through powerful insights
  • Provide business leaders with real-time reports and analytics
  • Monitor the metrics that matter with interactive dashboards
  • Automate your financial consolidation process

Explore CRGroup CPM & BI Solutions!

Proven & Trusted Solutions for Effective CPM, Budgeting & BI

CRGroup partners with leading CPM, BI, and budgeting solutions to deliver the right system to support your financial efforts.
We work with you to define your needs and recommend the best possible solution to suit your unique requirements, technical requests, and approved budget.

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Adaptive Insights

Adaptive Insights is the market leader in cloud based budgeting, forecasting, and reporting. Take advantage of rich functionality and an easy-to-use interface with the world’s most usable cloud CPM application.

With capabilities for budgeting, forecasting, reporting, consolidation, dashboards, and business intelligence, Adaptive Insights enables finance, sales, and other business leaders to make better, faster, more collaborative decisions that drive a true competitive advantage.

Adaptive Insights is used by over 1,900 organizations worldwide, from midsized companies and nonprofits to large corporations.

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BOARD

All-in-one corporate performance management, BI and reporting
Trusted by over 3,000 organizations worldwide, BOARD is the #1 decision making platform available offering flexible and easy-to-use software for business intelligence, corporate performance management, and advanced analytics.

  • Budgeting planning & forecasting
  • Reporting
  • Scorecarding & Dashboarding
  • Financial Consolidation
  • Profitability Modelling & Optimization
  • Analysis & Simulation

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CRG Cost Allocator

CRG Cost Allocator is a flexible and efficient costing application that performs multi-level step-down cost allocations by percentage, fixed value, cost drivers, or balances in other accounts to determine true costs and profitability. It automatically connects to various General Ledgers and creates journal entries.

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CRG FlexABM

CRG FlexABM is a proven enterprise-wide activity-based costing and management (ABC/M) solution that identifies the true cost of all activities and provides decision-makers with the analytical tools, models, and methodologies to effectively evaluate business processes.

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Power BI

Power BI is an easy to use cloud based analytics solution where you can quickly create dashboards, share reports, while directly connecting data from a variety of sources.

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Tableau

Tableau Software is the global leader in rapid-fire business intelligence software. It lets you graphically analyze virtually any structured data to produce beautiful charts, graphs, dashboards and reports within minutes

Getting Started

Get started today! Contact us and we will be in touch to learn more about your needs and explore the different services and options available for you.

Explore these helpful CPM/BI Resources:

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Get the eBook

Corporate Budgeting in 8 Easy Steps

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Live Webinars

See CPM/BI Solutions in action! Register to attend an upcoming live webinar.

Not sure where to start?

Contact us or fill out the form above and we will be in touch to discuss your needs

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