Rebuilding FP&A on an open, agentic stack

A planning stack built for a different business

The FP&A team relied on rigid processes and a legacy EPM tool, Adaptive, that had worked for a long time. But the business was transforming from traditional SaaS into an AI leader, and its planning approach needed to be reimagined with it. FP&A had been relegated to consuming its CPM tool rather than owning it.

An open foundation on existing Snowflake architecture

OVG built a robust Finance data warehouse on top of the client’s existing Snowflake architecture, using Fabric’s native Snowflake connector rather than standing up another data silo.

Using a combination of Fabric, Power Platform, and Excel, OVG delivered on use cases for funnel forecasting, ARR modeling, departmental budgeting, headcount planning, direct and indirect cash flow forecasting, and WASO projections.

The client cut over from Adaptive completely within six months, beating leadership’s expectations of a 12-month+ effort.

Connecting Finance to the in-house agentic platform and IT team

The client is advanced on the AI front, with its own in-house agentic platform. OVG connected Fabric to that platform, and FP&A is now building its own agents and micro-apps for executive reporting, support, business partnering, and more.

FP&A has re-engaged with its technology teams on far better terms. Technology resources now manage Fabric’s architecture, CI/CD, and MCPs, instead of bottlenecking modeling and business logic.

The results: more ownership, agility, and capabilities

There was initial apprehension about moving off Adaptive so quickly. Today, the team runs its monthly and quarterly processes smoothly, with more ownership and agency than ever to build more advanced models, play a more strategic role at the C-suite and BOD-level, and partner more closely with the business.

In this case Fabric was more of a lateral move from Adaptive in terms of costs, but the upside with the new approach was much higher.

The team continues to move quickly as AI adoption grows, building sustainable agents and apps on the existing architecture. With an Agentic Performance Management approach, FP&A has become a leader internally.

In Their Words

Before working with OVG, our FP&A processes were largely Excel-based, and required a significant amount of manual effort to turn financial and operating data into decision-ready reporting. Board and investor-level views — including ARR, net retention, sales funnel and sales productivity — could take days of coordinated work across the GTM FP&A team each quarter. With OVG’s Agentic Performance Management (APM) approach, we have automated those workflows while retaining ownership and control of our first-party data and business logic. Today, we can move from month-end to board-ready answers and insight in a matter of hours, instead of days.

We can build and iterate on far more sophisticated models without being constrained by the dataset size limitations of Excel or a traditional planning platform’s structure. A concrete example of this is a customer health model that incorporates more than six different firmographic measures to segment customer performance and create actionable visibility into the health of the business. The same foundation has improved the precision of our ARR forecast, and made it easier to describe the drivers behind churn and contraction trends.Corporate FP&A Leader