Pace Car from BirdTraffic can help the Wholesaler Distributor with this, and we can do it in a way that stands out in the field of Financial Planning & Analysis.
We specialize in Financial Planning & Analysis for independent wholesale distribution companies.
Our vision of how to do this is to offer a subscription service focused on steady and continuous achievement of the entire path that the company is on.
The best set of goals is a blend of financial components. To us, if you have one or two profit goals, one or two cash flow goals and one or two value-building goals, you really have a blend that serves you well. Conditions may alter the mix.
Furthermore, if you are managing short, medium and long time periods, again with an appropriate mix, you are well-balanced in terms of time horizons.
Put all that together and you have what we call the entire path.
In this method, we can manage the short and long at the same time in a connected way. And we can be true to an overarching guidance tool for growth and guardrails we call the Financial Charter.
With our help, you make an agreement with yourself on what you are aiming for, and we methodically address the achievement of that, period in and period out.
A final principle we stand by is the use of scenarios for decision support. The Pace Car system is ready to handle multiple ones, but we favor two. One we call the Charter Path because it stays withing the guidance set out by the Financial Charter.
The other is called Headed-Here which certainly will vary from the Charter. The need in this case of course is to use that knowledge as a checklist for financial management.
As you flip through the tabs of this website, notice how often these four concepts get mentioned. And notice the detail we put into each. This is the way we would treat your financial planning & analysis need with our Pace Car subscription service.
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Set the Course
You need a method and a tool to Set the Course. Pace Car is a subscription service that has taken two big steps to make sure that this happens.
First, we anchor our FPA service with a Financial Charter, a guiding force that brings clear goals for the performance trio of Profit, Cash and Equity to bear on ongoing, coordinated decision making.
Second, our Path Manager system combines book and forward data into a focused set of communications aimed at detection of off-course results. This effectively is a pool of leads for managers use their influence on in various pockets that affecting Profit, Cash and Equity performance.
Stay the Course
You need a method and a tool to Stay the Course.
Pace Car has a second module called Gap Manager which picks up the off-leads from Path Manager runs a unique process called Sift-and-Solve. This is a process that supports managers though workshops in making strategic moves on the leads. Sift pulls segmentation details for conformation of issues and clearer direction for pursuit. Solve works to suggest initial strategies, for enhancement or modification by managers.
Pace Car was designed to be more effective at a lower cost than straight consulting on financial improvement issues. It can assist small companies who may be lacking staff or system help, as well as larger companies who might find that Pace Car can solidify existing initiatives in FPA.
The sequence begins in Path Manager. Both Step 1 and Step 2 are Data Intake processes, - one related to Book Data and the other to Forward Data.
As Lead Lists (of opportunities for strategic moves) appear, Gap manager proceeds with Step 3 and Step 4. Step 3 has the “Sift” task of looking for a cause or weak spot. Step 4 has the “Solve” task in the Workshop for creating actions.
