Case Study: Bundaberg achieves integrated budgeting and rolling forecasts with Kepion

Bundaberg - Customer Case Study

Bundaberg faced fragmented budgeting and forecasting processes across sales, finance and operations, with scattered data and inconsistent business rules that made rolling forecasts and cross‑functional planning difficult. To address this, Bundaberg implemented Kepion’s Corporate Performance Management (CPM) planning, budgeting and forecasting software, leveraging Kepion’s configurable apps and Microsoft BI integration to bring together revenue, expense, workforce and capex planning.

Kepion delivered a single, driver‑based planning platform that integrated data from CRM, HR and other systems, enabled what‑if scenario modeling, rolling forecasts and real‑time KPIs and scorecards. The Kepion solution streamlined collaboration and created a single source of truth for Bundaberg, producing measurable improvements in planning cycle times, forecast accuracy and decision speed, while allowing finance and operational teams to run faster scenario analyses and link plans directly to P&L, balance sheet and cash flow.

Bundaberg