Business Intelligence
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The Nine Business Model Templates: Why Industry Expertise Matters Less Than You Think

Every company follows one or more revenue mechanics. Explore nine business model templates and learn how financial strategy can transfer across industries. Continue reading
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How Time Tracking Data Transforms Multi-Year Financial Models: Strategic Financial Forecasting Series Part 1

Learn how historical time tracking data can improve labor forecasts, reveal seasonality, and help finance leaders build more reliable multi-year financial models. Continue reading
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Beeper After One Year: The Evolution Continues

After a year with Beeper, this review covers iMessage on macOS, improved Slack and WhatsApp handling, productivity gains, limitations, and practical business uses. Continue reading
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4 Hours to a Board Deck: How CFOs Are Using AI to Transform Financial Presentations

Learn a practical AI-assisted workflow for turning financial data into a clear, board-ready narrative while preserving human review, data validation, and accountability. Continue reading
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Wondering about machine learning in your efforts? Let’s talk the basics about Random Forest and XGBoost.

Understand the business basics of Random Forest and XGBoost, two predictive modeling techniques for classification, probability scoring, and better decisions. Continue reading
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LCV is for client unit economics, True Profitability is for product unit economics and another approach to drive value in your SaaS business.

Learn how True Profitability reveals product and customer unit economics, complexity costs, margin drag, and strategic opportunities in SaaS businesses. Continue reading
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How We Replaced an Implementation of Workday Adaptive Enterprise Planning Management with Microsoft’s PowerBI Tailored for FP&A Reporting

Learn how a finance team replaced a difficult Workday Adaptive Planning rollout with Power BI reporting tailored to FP&A, Excel forecasts, and accounting data. Continue reading