Approach

We start focused, build together, and adapt to your needs.

Most engagements start with a focused Agentic Performance Management (APM) pilot and expand as value is proven, with ownership of the build shifting from OVG to your team along the way.

How we work

From first conversation to handoff.

Six steps, each with a clear next step, and enablement running throughout.

01 · 30–60 min
Conversation and demo
A live demo of APM in action, and a look at your current planning process, stack, and priorities.
02 · 1–2 weeks
Use case selection
We evaluate candidate use cases by value, feasibility, and readiness, and pick one to prove value first, with clear success criteria.
03 · 6–10 weeks
APM pilot
We confirm IT prerequisites, then build a working solution on the selected use case. You get measurable results in production and a roadmap for expansion.
04 · Phased
Build, then co-build
OVG leads the first builds, then co-builds alongside your builders. Ownership transfers as your team's capability grows.
05 · Hand over the keys
Handoff
You receive the full stack, AI adoption playbooks, and agent skills. Your team owns and extends the solution independently.
06 · Optional
Managed services
Ongoing support, enhancements, and advisory as the business and AI evolve, plus new use cases across finance and adjacent functions.

Delivery principles

What you can hold us to.

Four commitments, each with a practice behind it.

01
Self-sufficiency and ownership
Everything we build belongs to you and runs in your tenant.
In practice

Co-builds, AI adoption playbooks, and agent skills are delivered with every engagement, not sold as extras.

02
Continuous value
Every phase pays off on its own, not just the end of the project.
In practice

One use case in production first, then priorities that adjust as the business changes.

03
Finance meets engineering
The people who understand your forecast design the data model and the agents.
In practice

Every team blends finance and technical depth, so nothing gets lost in translation.

04
Lasting quality
Finance runs on numbers people must trust, so we build it right the first time.
In practice

Governed data, one definition of every metric, evaluations for every agent, and testing before anything reaches a decision-maker.

What we need from you

Four things that make a pilot work.

We confirm each one before the build starts, so the pilot runs on schedule.

An executive sponsor in finance
Someone who owns the outcome, sets priorities, and clears the path.
An IT partner
A technology counterpart who grants access and shares ownership from day one.
Time from your finance experts
The people who know the process, for working sessions, reviews, and testing.
Access to your Microsoft environment
Tenant access, security setup, and source data connections, confirmed before the build begins.
No builders on your team yet? That's normal. We build first and upskill your team as we go.

FAQs

Questions finance leaders ask us.

Don't see yours? Bring it to the demo.

Isn't building riskier than buying?

Buying feels safer, but it carries its own risks: multi-year contracts, rising renewals, and a vendor-controlled roadmap in a category AI is disrupting. We reduce build risk with a 6–10 week pilot on one high-value use case, a proven architecture, and platforms you already license. You see results before committing to more.

This sounds complicated. Where do we start?

With one high-value use case, usually on data and platforms you already have. You won't build all five layers at once; we add layers only when they earn their place. Your team works in tools it already knows, and the architectural complexity sits with us.

Who maintains it after you leave?

Your team does, and we make sure they're ready. Every engagement includes co-building, AI adoption playbooks, and agent skills, so knowledge transfers as the work gets done. Managed services are available if you want them, as a choice, not a dependency.

We don't have builders on our team.

Most clients don't when they start. We build first, then co-build with whoever you have or hire, and upskill the team through workshops along the way. The stack is designed to be maintained by finance-savvy analysts, not a software engineering team.

We just renewed our CPM contract.

That's a common starting point. Many clients begin with a use case their CPM tool doesn't cover well, such as executive reporting agents or connected data, so they get value now and have an alternative ready by the next renewal.

Will our IT team support this?

It runs on platforms IT already governs and pays for, in your tenant, with no new vendor to secure. We bring IT in from day one with clear roles, and IT gets more visibility and control than it has with a third-party CPM tool.

Can AI answers really be trusted for finance?

Not on their own. That's why we build the governed data, semantic layer, and context underneath the agents. In one deployment, agent accuracy went from roughly 50% on a frontier model alone to 95%+, and every answer traces back to a query on source data.

What will this cost, all in?

Most of the stack runs on platforms you already pay for, so new software spend is minimal, and clients moving off legacy CPM have cut annual software spend by 50–90%. Services are scoped by use case, starting with a fixed-scope pilot, so you can measure the return before expanding.

Getting Started

Start with a 30-minute conversation.

See a live demo, talk through your priorities, and pick the first use case to prove value in 6–10 weeks.