A leading PE company required guidance for one of their portfoliio companies, on modern budgeting practices within vertically integrated companies in the oil & gas and metals & mining sectors. The client's challenge was to understand recent trends and best practices in budgeting and performance management, specifically focusing on methodology, IT tools, and the evolving role of the financial function. They sought experts from companies with over $10 billion in revenue who could provide strategic insights on these topics.

expertpowerhouse facilitated online consultations with seasoned budgeting and performance management experts from high-revenue companies in the targeted industries. These experts shared insights into innovative methodologies, practical IT tools, and effective financial management practices tailored to vertically integrated models.

Armed with actionable insights and industry-specific best practices, the PE's porfolio company optimized their budgeting processes, integrating new tools and methodologies to optimize performance and capacity management effectively within their financial function.