Case Study: Waypoint Consulting achieves faster, more confident financial consolidations with Planful

Construction Industry Distributor Builds Speed and Confidence into Financial Consolidations with Planful

A Midwest construction materials distributor that grew to 70+ locations through acquisitions struggled with six independently run entities, conflicting financial processes, inconsistent KPIs, and slow, manual consolidations. These disconnects left the private equity owners with limited consolidated visibility and little trust in the data to make confident decisions.

Working with Waypoint and Planful, the company implemented a single FP&A platform with automated data collection, consolidated reporting, controls, and template-driven processes to standardize budgeting and close workflows. The result: monthly close time dropped from 23 to 5 days (saving more than a week per month), fewer manual errors, centralized and consistent financial reporting, faster decision-making, and a flexible platform for continued automation and growth.

Waypoint Consulting