Case Study: Fortune 100 Retailer

Financial Budgeting, Forecasting, Modeling Success with A3 Solutions

Recently I shared a case study about how a Fortune 100 grocery retailer used A3 Modeling to improve efficiency and profits. Today I want to share the story of how PlainsCapital Bank unified its financial model across three lines of business – Retail Banking, Brokerage, and Investment Banking. Once We talk a lot about the benefits of A3 Modeling and how companies use it to streamline decision making, drive revenue, and save money. And there is no stronger proof than real-world case studies. In my next couple of posts, I’ll share actual case studies that show A3 Modeling in the real world.

The first is a major grocery retailer with locations across North America. This Fortune 100 company is a great example of how A3 Modeling can be deployed quickly, even in massive and complex organizations (in this case there are over 500 users). By continuously reconciling the store plan (demand) with the supply, this retailer keeps their operations balanced, aligned, and efficient.

About the Author:

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Rob Lautt is a graduate of Princeton University School of Engineering. Veteran in both finance and IT departments in manufacturing and distribution industries, Mr. Lautt is the visionary behind A3 Modeling and the Spreadsheet Automation Server that powers it.