Case Study: a global technology and media leader closes the AI adoption gap in FP&A with Spaulding Ridge

Global Technology and Media Leader cuts FP&A manual work by 30-40% with Spaulding Ridge

A global technology and media leader with over $40B in annual revenue faced a significant AI adoption gap in its financial planning and analysis (FP&A) operations. Despite having integrated planning systems, planners were spending 30-40% of their time on manual data tasks. They partnered with Spaulding Ridge to understand why workflows were still reliant on error-prone spreadsheets and to identify where AI could have the most impact.

Spaulding Ridge conducted a structured FP&A AI Discovery Lab, which involved deep-dive interviews and analysis to map workflows and quantify inefficiencies. This resulted in a prioritized roadmap for AI initiatives focused on faster planning and more efficient report generation. The results included a clear understanding of the cost of inefficiencies, equating to hundreds of thousands in potential productivity savings annually, and a path for planners to shift from manual data work to strategic insights.