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Our Engagement Guide

Four steps to a painless financial modelling experience.

We mapped out the whole engagement so you can start knowing exactly what to expect — and finish wondering why you waited.

1
Specify Requirements

Tell us what keeps you awake at night.

Get in touch and describe your financial modelling challenges. Whether it's budgeting, reporting, or data analytics — we listen first.

2
Brainstorm Together

People who understand your numbers, not just your spreadsheets.

Every engagement starts with a dedicated discovery session. No scripts, no generic proposals — just honest answers and a clear solution roadmap.

QM

Quantrix Modelling

Financial Modelling

Core Platform

World-leading multi-dimensional modelling platform. We are certified implementation partners.

BF

Budgeting & Forecasting

Planning & Control

Flagship Solution

Distributed budgeting with automatic consolidation across departments and entities.

DA

Data Analytics

Business Intelligence

Custom Dashboards

Transform raw data into actionable intelligence with interactive dashboards.

3
We Agree & Commit

5 solution areas. One integrated platform.

Our solutions are mapped so you can find exactly what your organization needs in under two minutes.

A
Most Popular

Budgeting & Forecasting

Distributed budgets, automatic consolidation, scenario modelling

B
Always Available

Management Accounts

Automated reports, KPI dashboards, executive summaries

C
New Module

Performance Appraisal

Balanced scorecard, KPI tracking, strategic alignment

D
High Demand

Data Analytics

Custom dashboards, predictive analytics, data visualization

4
Build & Deploy

Six stages across every engagement — one fits your timeline.

All our implementations follow a proven methodology. No experience needed on your side. We guide you through every step.

PhaseActivityDuration
Discovery

Requirements Gathering

Senior Analyst · 1-2 days

3slots
Design

Solution Architecture

Lead Modeller · 3-5 days

5slots
Build

Model Development

Dev Team · 2-4 weeks

8slots
Test

UAT & Debugging

QA + Client · 1 week

10slots
Train

User Training

Trainer · 2-3 days

12slots
Support

Go-Live & Support

Support Team · Ongoing

15slots
Ready to Begin?

Start your engagement today.

Get in touch and we'll walk you through the entire process — from discovery to deployment.

Book a Free Consultation