Case Study: a large construction tech & service company achieves scalable planning and quarterly forecasting with Kepion

How a Construction Tech & Service Leader Built a Planning Framework for Growth

A large construction technology and service company worked with Kepion to replace a sprawling spreadsheet-based planning process that had grown unwieldy as the business expanded to 5,000+ employees and 270+ rental locations. Their FP&A team was managing 100+ workbooks and 1,600 tabs across 30 departments and 115 cost centers, making it difficult to update assumptions, consolidate data, and align budgets with actuals from Sage ERP.

Using Kepion for OpEx planning, forecasting, and enterprise reporting, the company centralized budgeting, enabled system-wide assumption updates, and moved from annual to quarterly planning without added workload. Kepion eliminated 1,600 tabs, cut consolidation from days or weeks to seconds, redirected thousands of hours from manual work to analysis, and improved collaboration, accuracy, and financial stewardship across the organization.