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

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

Process

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

People

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

Management Consulting
Tech Consulting
On Your Own
Value Identification
Solution Identification
Solution Delivery
Solution Adoption
Value Realization
Business Value Engineering
Business Value Engineering

We work with clients of all shapes and sizes

Our clients range from small teams to global enterprises

OVG has been instrumental in our success with Anaplan. In 2023, we underwent an ERP migration to NetSuite and without them, we’d have been back to using manual spreadsheets. The team is highly responsive with tenacious client service.

Sr. Finance Manager

Openvale has been a tremendous partner for us through the entire journey of design, implementation, maintenance, and further development. The team was focused only on delivering what we wanted from the very beginning and has been extremely responsive to our needs after implementation.

Finance VP

Absolutely the best consultants in the game. They are knowledgeable on multiple systems and understand the needs of FP&A. I would choose OVG over any other consultant firm any day.

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
Founder & CEO
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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
Managing Director, Co-Founding Principal
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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
Director
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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
Lead
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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
Lead
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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
Lead
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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
Sr. Associate
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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
Sr. Associate
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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
PT Associate
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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
Intern
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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
Strategic Advisor
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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
Strategic Advisor
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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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