Achieve more and spend less with Platform Planning
A more accessible, flexible, and scalable approach to planning with no annual contracts or new software subscriptions


We advise clients on planning across verticals





Our Solution
Platform Planning is an end-to-end performance management solution built entirely on the Microsoft platform
Data Platform
A robust and scalable foundation that can ingest and house all data relevant to planning – financial, GTM, product, and external.
Forecasting Engine
An engine that allows for modeling from collaborative bottoms-up forecasting to ad hoc scenario planning to machine learning
Reporting & Analytics
Capabilities that enable story-telling, decision-making, and analysis with visibility across the entire business
User Applications
An intuitive product interface with customized experiences based on user needs, whether web app, mobile, or AI agent
Our Services
OVG guides your Platform Planning journey, so you realize maximum value from your investments in people, process, and technology
Microsoft Platform
Platform Planning connects several Microsoft products in one integrated solution: Fabric, Power Apps, Power BI, and M365:
Fabric provides data architecture, connectors, and analytics
Power Apps provides user-friendly custom applications
Power BI provides reporting, visualization, and analytics
M365 is a familiar and flexible product for collaboration


Best-in-Class Planning
Planning, forecasting and reporting shouldn't be taking 80%+ of your time.
With both functional and technical expertise, our team partners with you to design and build planning processes that maximize your return on investment:
Bottoms-Up Forecasting
Workforce Planning
Budget Owner Collaboration
Allocations
Process Automation
Management Reporting
Scenario Planning
Data Management
Advisory and Managed Services
We support you in a variety of ways to empower you and your team at any point on your Platform Planning journey:
Strategic Advisory: we supplement your team with an objective outside perspective and recommendations.
Team Enablement: We work directly with your team to share our knowledge and equip you with the right skills to maximize self-sufficiency and productivity.
Managed Services: we operate as an extension of your team to help address resourcing needs or navigate busy periods.

Our Approach
Our business value engineering approach combines the best of management consulting, technology consulting, and operational execution delivering you realized value, not just a roadmap deck or technical system
We work with clients of all shapes and sizes
Our clients range from small teams to global enterprises





Sr. Finance Manager
Finance VP
Sr. Finance Manager
Our Team
Our team is composed of individuals with a diverse set of experiences, with backgrounds in FP&A, Management Consulting, Technology Consulting, Business Operations, and more


Caleb Maxson
Caleb is a planning expert with over a decade of experience in management consulting, FP&A, and technology with Alvarez & Marsal, Anaplan, Sunrun, and Gemini. In addition to operator roles, he has worked as a consultant with 30+ clients ranging from early-stage startups to Fortune 500 industry leaders.
His industry proficiency encompasses various sectors, including software as a service (SaaS), as well as retail, manufacturing, and healthcare.
After experiencing firsthand the rapid evolution of collaborative planning and technology, he founded OVG to focus exclusively on helping clients overcome emerging challenges and win with best-in-class planning capabilities.


Ryan Kim
Ryan is an experienced consultant with technical and advisory consulting experience across Corporate and Business FP&A. He has led the delivery of numerous projects across the SaaS, E-commerce, and Manufacturing industry. Internally, Ryan was OVG’s first hire and has been instrumental in leading OVG’s technical training program to scale talent. Ryan possesses strong engagement management, planning process improvement, technology architecture, and enablement skills. He is currently a certified Master Anaplanner and holds a bachelors in Economics from the University of California, Los Angeles.


Jack Carter
Jack Carter is a seasoned finance professional with over a decade of experience in GTM finance, corporate finance, operations finance, and sales analytics.
He has a proven track record of success in building sophisticated revenue models, customer acquisition cost models, and P&Ls, as well as leading end-to-end volume forecasting processes while collaborating with sales, marketing, and product teams to ensure timely and accurate forecasts.
Jack has a B.S. degree in Economics & Sustainability from Arizona State University.


Anna Ras
Anna brings more than a decade of experience in management consulting, working with clients on research, strategy, and GTM-related projects. She has particular depth in customer segmentation and product development for technology (B2B and B2C) and retail clients.
Anna holds a B.S. in Strategy and Diplomacy from Reichman University and MBA from Hult International Business School.


Andrew Kim
Andrew has expertise in finance transformation, project management, business process design, data analysis, software system selections, and process optimization.
Prior to joining OVG, he worked as a consultant in management consulting and technology with Grant Thornton and Stamps.com. He served clients ranging from mid-size to Fortune 500 industry leaders across multiple sectors including technology, real estate, manufacturing, biotech, and non-profit. Andrew graduated from UC Berkeley with a degree in Economics.


Brian Ngan
Brian is a consultant with a strong background in operations, mathematics, and data science. As a solutions architect, he has worked with a variety of clients in industries ranging from healthcare to software as a service (SaaS). He is well-versed in operations finance and technical delivery. Brian earned B.A. degrees in Operations Research & Management and Data Science from UC Berkeley.


Eric Hahn
Eric is experienced in financial planning and modeling, and has worked with clients in industries including data science and SaaS. He also has experience in supply chain management (SCM) Oracle ERP. He holds an economics degree from UCLA and is a former member of their men’s tennis team.


Abraham Chung
Abraham is a consultant with a background in computer science. Having worked in operations management and in coding in multiple Fortune 500 companies, he has experience with API implementations and data integration. He holds a B.S. degree in Computer Science from UCLA.


Franny Martinetti
Franny is a consultant who is skilled at research and data analysis with experience working with clients in a variety of industries, including SaaS. She is also proficient in technical delivery and enjoys combining this with qualitative research. She is currently studying at the University of Michigan’s Ross School of Business.


Claire Hendershot
Claire is an associate skilled in low-code product development and Microsoft Power Platform. She has previous consulting experience with Salesforce configuration, data integration, and data migration at The CRM Firm. She is currently pursuing a degree in Computer Science and a minor in Mathematics at Northeastern University.


Dennis Sevilla
Dennis is the current CFO/COO for Guru and was previously CFO for Domino Data Lab and VP of Strategic Finance at Sunrun. He is a strategic operator with experience across finance, operations, and systems across multiple industries (Software, FinTech, Solar, Ad Tech, Semiconductors) and maturity of companies (Series B <$20M revenue & <100 employees to public companies with >$1B revenue & >7,000 employees).


Jason Anderson
Jason currently leads Finance and Accounting at Snapdocs. Previously, Jason led various Strategic Finance functions at Sunrun and while at KPMG, he advised private equity and strategic clients on multiple transactions for middle-market private companies, both domestic and international. He is a high-energy, high-impact finance, strategy and analytics leader with progressive, diversified experience across various industries. He is motivated by solving valuable and challenging problems with great people.
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