Enterprise Planning Platform
Maya — everything for the Summit Analytics evaluation lives here. The business case draft is ready for your comments, and I've listed exactly what we each own before the CFO review.
- Discovery
- Evaluation
- Business Case
- Security & Legal
- Closing
- Closed Won
Review the draft business case and confirm the CFO review date
Maya Chen · Due Fri, Mar 6
Where we are together
- Jan 22
Discovery
Mapped the current three-spreadsheet planning cycle and its close-week cost.
- Feb 12
Solution review
Walked driver-based planning with Finance and the Data Platform team.
- In progress
Business case
Three-year model drafted together; CFO review to be scheduled.
Security & legal
SOC 2 package, DPA and SSO requirements reviewed with IT and Legal.
Decision & onboarding
Signature, then a 30-day guided rollout ahead of the FY cycle.
What we need from you
Comment on the draft business case
Focus on the close-week savings assumption in section 3.
Maya Chen · Fri, Mar 6
Confirm CFO review date
Any 45-minute slot the week of Mar 9 works on our side.
Maya Chen · Wed, Mar 4
Share the FY planning calendar
Rafael Ortiz · Feb 27
Send the updated three-year model
Jordan Lee · Mar 3
Prepare the security questionnaire response
SOC 2 Type II report plus SSO and data residency answers.
Priya Raman · Mar 10
What this needs to deliver
Cut the monthly close from 9 days to 4
Finance loses a full week each month reconciling three planning files.
Target: 4-day close by Q3
One source of truth for headcount planning
Hiring plans currently diverge between Finance, RevOps and the Data Platform team.
Target: single approved headcount model
Ready before the FY planning cycle
Rollout must be complete before planning opens for the new fiscal year.
Target: live by Jan 5
Discovery — planning cycle pain
Jan 22 · completed
Technical deep dive with Data Platform
Feb 12 · completed
Business case working session
Thu, Mar 5 · 10:30 PT
CFO business case review
Week of Mar 9 · to be confirmed
Maya Chen
VP Finance · Economic buyer
Rafael Ortiz
Director, FP&A
Dana Whitfield
CFO · Approver
Jordan Lee
Account Executive
Priya Raman
Solutions Engineer
Tomas Berg
Customer Success Lead