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Cadence OneFive Causal Project

Objective:

To optimise the Causal financial forecasting setup by:
Consolidating the Operating Budget spreadsheet
Optimising the set up of the Operating Budget dashboard, to increase usability. Including:
Departmental/team Budgets
Tracking to plan on revenue and expenses
Improve reporting structure of Hiring Plan to enable:
Clear view of existing team and potential future hires by department/team and corresponding cost
Cash runway and cash burn rate variances with the addition of new hires (overall)

Breakdown of the 3-Day Proposal:

Scope Breakdown
Day
Core Focus Area
Key Actions & Deliverables
Day 1
Model & Data Source Review
Review current Causal setup, existing integrations, and data sources.
Review current model & document areas for improvement
Prepare any clarifying questions for Cadence OneFive Team
Day 2
User Experience & Streamlining the Operating Budget & Dashboards
Refine the current model structure to improve usability & consolidate Operating Budget
Simplify reporting views and dashboards for key stakeholders
Identify redundant or overly complex calculations that can be optimised.
Document best practices for ensuring data integrity and accuracy.
Day 3
Review/Fine-Tune-Iterate Model & Training
Check-in call with Cadence OneFive
Redesign hiring plan reporting & increase visibility over hiring scenarios & impact on cash runway/burn
Create a structured approach for access control and user roles across teams.
Ensure reports align with business needs and provide meaningful insights.
Provide a structured walkthrough of the updated Causal setup & training material for key users
Document recommendations for ongoing maintenance and improvements.
Final feedback session with the team to ensure all key objectives are met.
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Expected Outcomes:

An optimised, user-friendly forecasting model tailored to the needs of the key stakeholders
Improved reporting structures that make financial data more accessible and actionable.
Effective departmental reporting to provide insights at a more granular level.
A defined process for maintaining and evolving the Causal setup post-project.
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