Case Study: Coffee Giant achieves faster, more scalable financial planning with Spaulding Ridge

Coffee Giant reduces forecast cycle times and moves to monthly planning with Spaulding Ridge

This global coffee retailer, Coffee Giant, faced significant challenges with its financial planning process, which relied on manual, spreadsheet-driven methods. This lack of agility limited their ability to conduct scenario analysis and slowed forecasting cycles. Spaulding Ridge was engaged to implement a centralized and scalable planning platform to address these issues.

Spaulding Ridge executed a multi-year transformation, building a unified, driver-based planning ecosystem that consolidated the P&L forecast. The solution enabled real-time data connectivity and embedded scenario planning capabilities. As a result, Coffee Giant significantly reduced forecast cycle times, shifting from a quarterly to a monthly cadence, and empowered finance teams to focus on strategic analysis. Spaulding Ridge's partnership provided the foundation for faster, smarter, and more scalable planning.