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Pawapay Causal Financial Forecasting Project
Pawapay Causal Financial Forecasting Project
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Pawapay Causal Financial Forecasting Project

Objective:

To optimise the Causal financial forecasting setup by:
Integrating Causal with 20 entities in the most effective and cost-efficient manner.
Implementing departmental reporting to provide clearer financial insights at a team level.
Reviewing and streamlining the current Causal setup to improve usability for the C-Suite team and wider business users.

Breakdown of the 4-Day Proposal:

Scope Breakdown
Day
Core Focus Area
Key Actions & Deliverables
Day 1
Scoping & Technical Feasibility
Hold a kick-off session with Pawapay team to align on priorities.
Review current Causal setup, existing integrations, and data sources.
Assess the technical requirements and limitations of integrating 20 entities.
Identify cost-efficient integration options (e.g., direct API connections, manual imports).
Scope review: Evaluate potential risks that could extend the project timeline, particularly around data integration challenges. If major blockers arise, outline alternative approaches and feasibility.
Day 2
Integration Planning & Implementation Strategy
Develop a clear roadmap and begin integrating 20 entities into Causal.
Define key automation processes to reduce manual work.
Document best practices for ensuring data integrity and accuracy.
Day 3
User Experience & Streamlining the Model
Review and refine the current financial model structure to improve usability.
Simplify reporting views and dashboards for the C-Suite.
Identify redundant or overly complex calculations that can be optimised.
Create a structured approach for access control and user roles across teams.
Day 4
Departmental Reporting & Final Handover
Implement departmental reporting to break down financial performance by team.
Ensure reports align with business needs and provide meaningful insights.
Validate integration plans with stakeholders.
Provide a structured walkthrough of the updated Causal setup.
Train key users on best practices and optimised workflows.
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:

A clear, cost-effective strategy for integrating 20 entities into Causal.
An optimised, user-friendly forecasting model tailored to the needs of the C-Suite and wider business.
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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