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Pawapay Causal Financial Forecasting Project
Pawapay Causal Financial Forecasting Project
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Objective:

To optimise the Causal financial forecasting setup by:
Detailed scope and outcomes
Day
Core Focus Area
Key Actions & Deliverables
Progress
Status
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.
000
100
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.
Build out a streamlined version of the headcount model reducing the model count from 5 down to 1
Utilise ‘Views’ functionality to simplify the model for non-finance staff
000
100
Day 3
User Experience & Streamlining the Model
Review and refine the current financial model structure to improve efficiency and reduce duplication
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.
Assess the functionality to link Causal graphs and data directly into GSlides/GSheets

000
10
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.
000
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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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