Improving Planning Agility with Revfore Flex

Savage had taken a major step forward by moving its planning process into OneStream, replacing many of its Excel-based models. Due to the complexity of the Savage operations, their setup was highly custom and used a mix of approaches to manage planning for areas such as revenue, maintenance, assets, employees and G&A—bringing more structure and visibility to their operations.

Savage Case Study

Challenges


As the business grew and planning needs evolved, Savage ran into several roadblocks:

  • Planning structure limitations: The existing planning structure struggled to support the level of flexibility the business required.
  • More detailed planning requirements: Revenue and maintenance planning required more detailed and dynamic data than their current models could easily support.
  • Inconsistent user experience: Different parts of the planning process looked and worked differently, which made onboarding new users harder.
  • Technical dependency: Solution maintenance and updates required significant help from IT due to complex maintenance tasks and custom logic built into the solution.

Solution

Savage deployed Revfore Flex, which added a flexible planning structure and introduced a standardized way to manage all types of planning—from revenue to staffing to operations.

With Revfore Flex, Savage planners could now work within a cleaner, easier-to-navigate solution that adapts as business needs change. It allowed teams to plan for a wide variety of activities—services, maintenance, assets, employees, G&A and more—all in a consistent user experience.

Savage Case Study

Key Benefits

  • Greater flexibility: The team preserved their historical planning data and calculations while adopting a new planning structure designed to easily adapt to evolving business needs.
  • Consistency across planning areas: Revenue, maintenance, assets, employee and G&A planning were all brought into a single, standardized model.
  • Faster onboarding: New users can get up to speed quickly thanks to an intuitive interface and familiar features.
  • More user control: Planners can manage and update their own plans, view and interact with supporting data sourced from external systems, and drill down from high-level summaries to detailed entries.
  • Improved dynamic data integration: Teams can now import, export, and analyze detailed, dynamic data using familiar Excel tools.
  • Smarter data insights: Detailed planning data such as service volumes by customer contract could be quickly extracted and compared with actual performance data—helping decision-makers spot gaps and opportunities.
  • Streamlined maintenance: Many routine maintenance tasks were simplified, allowing the FP&A team to manage them on their own.
  • Easier system upgrades: Custom features were minimized and built to avoid disrupting future solution updates.
What They’re Saying

“Revfore Flex is the best planning solution I’ve used.
Its clean, intuitive interface made it easy to learn. I felt confident handling nearly all of my budgeting tasks.”

– FP&A Manager, Savage

Contact Us

Ready to speak with a member of the Revfore team?

To learn how Revfore Flex can benefit your OneStream organization, fill out this form. We’ll be in touch with you shortly.

Name