Strategy Workshop | 2 Hours
A focused leadership session designed to clarify priorities, surface current FP&A, reporting, and data pain points, and create a shared view of what stronger finance support should look like as the business grows. The workshop is structured to help management step back from day-to-day reporting noise and discuss the bigger questions: where visibility is lacking, where planning is reactive, and where financial and operational decision-making need stronger support.
The outcome is a clearer view of current-state challenges, future-state ambitions, and the most important priorities across FP&A, data, and performance management. It is a practical first step for leadership teams that want sharper direction before moving into a diagnostic or implementation phase.
Health Check | 3 Weeks
A structured diagnostic of the current FP&A, data, and reporting environment, designed to identify quick wins, key blockers, and the clearest path toward a more reliable planning and performance setup. The Health Check reviews the current reporting pack, planning files, data extracts, and selected stakeholder inputs to assess maturity across FP&A, data management, and performance reporting.
The result is a clear current-state snapshot, a maturity scorecard, a quick-wins register, a root-cause view of key issues, and a prioritized improvement roadmap. It also defines a target-state blueprint and gives leadership a decision point on whether to proceed into a Pilot or broader implementation with scope and priorities already clarified.
Pilot | 5 Weeks
A low-risk, high-impact entry engagement for businesses that need foundational FP&A support without committing to a larger transformation upfront. The Pilot is designed to create early structure and business value by combining business understanding, a data readiness assessment, a simplified data model, one selected FP&A driver model, and one executive dashboard.
Over five weeks, the work focuses on core finance and business drivers, high-level data architecture, a first usable data flow, a CFO-ready financial model aligned to real data, and a management dashboard with key KPIs and insights. It is particularly suited to start-ups and scale-ups that need better visibility, stronger planning, and a practical first operating model for finance and reporting.
Scaling | 12 Weeks
A broader implementation designed for businesses that need company-wide visibility, more robust planning, and connected reporting across the organization. The Scaling engagement builds on the Pilot foundation and introduces a more complete data model, automated refresh logic, a full core FP&A model suite, and a broader executive dashboard environment to support ongoing decision-making.
This engagement is aimed at companies moving beyond founder-led finance and into a more structured operating model. It creates a stronger backbone for reporting, forecasting, KPI management, and monthly performance review, while still keeping the design practical and scalable. The result is a finance and data setup that supports better decisions across leadership, finance, and operations.
Enterprise | 20 Weeks
A full end-to-end FP&A and data transformation designed for organizations with greater complexity, wider reporting requirements, and deeper analytical needs. The Enterprise engagement covers business understanding, scalable data architecture, automated data flows, a complete core FP&A model suite, deep-dive model extensions, and a full executive dashboard environment with greater granularity and flexibility.
This is the most comprehensive delivery path and is built for businesses that need more than foundational reporting. It supports deeper insight into products, customers, channels, business units, and operational drivers, while creating a long-term performance management environment that improves control, planning quality, and executive decision support. It is suited to organizations preparing for the next stage of scale, complexity, or investor scrutiny.
Enterprise | 20 Weeks
A full end-to-end FP&A and data transformation designed for organizations with greater complexity, wider reporting requirements, and deeper analytical needs. The Enterprise engagement covers business understanding, scalable data architecture, automated data flows, a complete core FP&A model suite, deep-dive model extensions, and a full executive dashboard environment with greater granularity and flexibility.
This is the most comprehensive delivery path and is built for businesses that need more than foundational reporting. It supports deeper insight into products, customers, channels, business units, and operational drivers, while creating a long-term performance management environment that improves control, planning quality, and executive decision support. It is suited to organizations preparing for the next stage of scale, complexity, or investor scrutiny.
Interim Specialist Capacity | Flexible Term
A flexible interim support service for businesses that need senior FP&A, reporting, financial modeling, or finance data expertise for a defined period. It is designed to provide immediate specialist capacity, help resolve operational or reporting pressure, and move critical finance priorities forward without the need for a permanent hire.
The service is well suited to periods of transition, temporary resource gaps, increased reporting demands, or situations where leadership needs experienced support quickly. It provides practical execution power, short-term stability, and targeted specialist input while preserving flexibility for the business.
Delta Control Center | Ongoing
An ongoing managed service that acts as an outsourced FP&A and data management function. Delta Control Center is designed for businesses that want continuous visibility, monthly reporting discipline, and expert support without having to build a full in-house finance and data team. It combines data operations, financial model maintenance, dashboards, reporting, governance, and ongoing strategic support into one integrated environment.
Each month, the environment is refreshed, reconciled, and maintained so leadership has access to updated financial and performance reporting. On a recurring basis, management also benefits from executive review sessions, model updates, scenario support, and insight generation tied to business priorities. The model is built to provide continuity, clarity, and ownership while reducing internal dependency and preserving flexibility for future handover or expansion.
