Unit4 Financial Planning & Analysis
92 Case Studies
A Unit4 Financial Planning & Analysis Case Study
WSP, a 130‑year‑old global professional services firm with around 40,000 employees, was facing increasing complexity from rapid growth and acquisitions. Its Excel‑based budgeting, forecasting and month‑end processes were strained, and the finance team needed to respond quickly to frequent organizational changes and dynamic business conditions.
Unit4 implemented FP&A integrated with Unit4 Business World in three months, delivering a near‑real‑time automated interface, workflows and approvals, a senior leadership bonus module, and revenue‑forecast integration. The outcome was faster, automated budgeting, forecasting and month‑end close, fewer FTEs required for consolidation, improved scenario‑modeling and quicker access to deeper data—allowing the finance team to provide actionable insights to senior management instead of consolidating spreadsheets.
Claire Birch
Head of Reporting