Summit Analytics

Maya Chen · Due Fri, Mar 6

1. Discovery

   Mapped the current three-spreadsheet planning cycle and its close-week cost.

   Jan 22

2. Solution review

   Walked driver-based planning with Finance and the Data Platform team.

   Feb 12

3. Business case

   Three-year model drafted together; CFO review to be scheduled.

   In progress

4. Security & legal

   SOC 2 package, DPA and SSO requirements reviewed with IT and Legal.

5. Decision & onboarding

   Signature, then a 30-day guided rollout ahead of the FY cycle.

• 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

• Align internal pricing approval

  Internal only — not visible in the buyer room.

  Jordan Lee · Mar 12 · internal only

• Cut the monthly close from 9 days to 4

  Edit

  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