Case Study: Keylane achieves a single source of truth for planning with smartPM.solutions and Unit4 FP&A

The ultimate S&OP Planning and Reporting System for Keylane

Keylane, a leading European SaaS provider for the insurance and pension industry, was facing challenges with a fragmented, Excel-based planning environment for its sales, operations, and project management. This outdated system lacked an overarching platform, leading to redundancies and inefficient data interfaces. To overcome this, Keylane partnered with smartPM.solutions to implement the Unit4 FP&A platform.

smartPM.solutions provided expert implementation support, quickly understanding Keylane's business needs to configure a flexible Corporate Performance Management (CPM) solution. The results were transformative, clearing the "Excel jungle" and creating a single source of truth for all data-driven decisions. The implementation delivered a transparent planning environment, enabled faster high-impact decisions based on reliable data, and generated significant time savings on reporting, allowing for more accurate financial forecasting and what-if scenarios.

Keylane

Stephen Dews

Chief Financial Officer