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Featured Insights:

Thought Leadership
Streamlining business logic in an AI-native world

Complex business logic, not bad data, is often the real reason Finance teams struggle with forecasting and reporting. Discover how AI, spreadsheets, and open scripting frameworks can simplify planning, reduce costs, and improve efficiency.

Caleb Maxson
August 19, 2025
Thought Leadership
Our Journey to Low-Code Planning - Chapter 4
We are even more bullish on a platform-based approach after putting it to the test with several clients
Caleb Maxson
July 21, 2025
Product Review
Abacum: an operator's review on the promising next-gen FP&A solution
A detailed product review on Abacum, a next-generation FP&A software solution
Jack Carter
June 27, 2025
Thought Leadership
An Overview of OVG Platform Planning
OVG Platform Planning leverages Microsoft Fabric, Excel, Power BI, and Power Platform to create a flexible, scalable, and cost-effective planning solution. Discover how this approach can reduce software costs, simplify ownership, and empower Finance teams with greater control over forecasting and reporting.
Caleb Maxson
February 13, 2025

Read more Insights:

APM: How It’s Built and How It Stacks Up to Traditional CPM
Thought Leadership
APM: How It’s Built and How It Stacks Up to Traditional CPM
What it looks like to build your own custom BI + CPM solution to maximize value from applied AI
Caleb Maxson
October 6, 2026
The Real Resourcing Math of APM
Thought Leadership
The Real Resourcing Math of APM
How APM’s resourcing needs and learning curve actually compare to CPM software
Caleb Maxson
August 27, 2026
Agentic Performance Management
Thought Leadership
Agentic Performance Management
Stop renting and start owning your performance management stack.
Caleb Maxson
August 10, 2026
Why Finance teams should care about semantic models in the AI era
Thought Leadership
Why Finance teams should care about semantic models in the AI era
Semantic models are as important as agents and MCPs for delivering information directly to decision-makers.
Caleb Maxson
July 27, 2026
Owning vs. Renting Your Performance Management Stack
Thought Leadership
Owning vs. Renting Your Performance Management Stack
Why we believe first-party ownership of performance management is a winning strategy in the AI era.
Caleb Maxson
June 14, 2026
Managing the TCO of AI Adoption
Thought Leadership
Managing the TCO of AI Adoption
How we are helping our clients drive AI adoption while keeping costs under control.
Caleb Maxson
June 8, 2026
How I Saved Our OVG Team Time by Creating a Claude Skill to Generate Weekly Project Status Decks
Thought Leadership
How I Saved Our OVG Team Time by Creating a Claude Skill to Generate Weekly Project Status Decks
A simple process using Claude, PowerPoint, and Excel to automate weekly project status decks, save hours of repetitive work, and create better deliverables while allowing teams to focus on higher-value project management tasks.
Caleb Maxson
May 24, 2026
Making real-time headcount planning easy with APM
OVG Update
Making real-time headcount planning easy with APM
Headcount planning is complex and fast-moving. This video shows how we ensure speed, accuracy, and visibility when it matters most.
Caleb Maxson
January 20, 2026
Unlocking AI agents for performance management
Thought Leadership
Unlocking AI agents for performance management
Every week we’ll show a different piece of our Agentic Performance Management approach (Platform Planning is evolving to APM).
Caleb Maxson
January 14, 2026
The First Inning of the AI Endgame for Finance Teams
Thought Leadership
The First Inning of the AI Endgame for Finance Teams
Recent breakthroughs have accelerated Finance teams into the first inning of the AI endgame faster than expected
Caleb Maxson
December 21, 2025
Why finance leaders should care about MCPs
Thought Leadership
Why finance leaders should care about MCPs
If you are a Finance team evaluating planning software, this should be one of your first questions. MCPs are becoming the critical layer that determines whether AI agents are actually useful—or just impressive demos.
Caleb Maxson
December 14, 2025
Learning to produce with AI, not just consume it
Thought Leadership
Learning to produce with AI, not just consume it
LLMs are the calculators of the AI era. The real bottleneck isn’t technology—it’s mindset. Here’s what we’ve learned helping teams shift from SaaS dependency to AI-native creation.
Caleb Maxson
December 7, 2025
Streamlining business logic in an AI-native world
Thought Leadership
Streamlining business logic in an AI-native world
Complex business logic, not bad data, is often the real reason Finance teams struggle with forecasting and reporting. Discover how AI, spreadsheets, and open scripting frameworks can simplify planning, reduce costs, and improve efficiency.
Caleb Maxson
August 19, 2025
Our Journey to Low-Code Planning - Chapter 4
Thought Leadership
Our Journey to Low-Code Planning - Chapter 4
We are even more bullish on a platform-based approach after putting it to the test with several clients
Caleb Maxson
July 21, 2025
Abacum: an operator's review on the promising next-gen FP&A solution
Product Review
Abacum: an operator's review on the promising next-gen FP&A solution
A detailed product review on Abacum, a next-generation FP&A software solution
Jack Carter
June 27, 2025
Navigating Microsoft Copilots to empower your Finance team
Thought Leadership
Navigating Microsoft Copilots to empower your Finance team
Explore how Microsoft Copilot can empower Finance teams to boost productivity, streamline workflows, and unlock greater value from AI. Our infographic highlights key Copilot tools and capabilities to help teams work smarter and become more self-sufficient.
Caleb Maxson
June 15, 2025
The Strategic Finance Impact Curve
Thought Leadership
The Strategic Finance Impact Curve
A framework for Finance teams to move beyond tactics to strategic influence
Caleb Maxson
April 26, 2025
What are OLAP and OLTP and why should you care about them as a finance leader?
Thought Leadership
What are OLAP and OLTP and why should you care about them as a finance leader?
Modern finance teams need to be stewards of all types of data.
Caleb Maxson
March 13, 2025
Conquering the sunk cost fallacy in FP&A
Thought Leadership
Conquering the sunk cost fallacy in FP&A
Often human nature, not technology or process, is the biggest roadblock to improvement
Caleb Maxson
March 1, 2025
54 master data questions that will save time for your FP&A team
Thought Leadership
54 master data questions that will save time for your FP&A team
Master data issues are a common source of pain for FP&A teams of all shapes and sizes - ask and address these questions to avoid them upfront
Caleb Maxson
February 25, 2025
Why we are leaning into an Excel-based approach with Platform Planning
Thought Leadership
Why we are leaning into an Excel-based approach with Platform Planning
It's worth reconsidering the concept of 'Excel hell' in today's technological context
Caleb Maxson
February 20, 2025
An Overview of OVG Platform Planning
Thought Leadership
An Overview of OVG Platform Planning
OVG Platform Planning leverages Microsoft Fabric, Excel, Power BI, and Power Platform to create a flexible, scalable, and cost-effective planning solution. Discover how this approach can reduce software costs, simplify ownership, and empower Finance teams with greater control over forecasting and reporting.
Caleb Maxson
February 13, 2025
Our Journey to Low-Code Planning - Chapter 3
Thought Leadership
Our Journey to Low-Code Planning - Chapter 3
Our path to learning a new platform for planning - one that any team can follow!
Caleb Maxson
December 20, 2024
Our Journey to Low-Code Planning - Chapter 2
Thought Leadership
Our Journey to Low-Code Planning - Chapter 2
How we landed on a platform-based approach for planning.
Caleb Maxson
December 4, 2024
Streamlining business logic in an AI-native world
Thought Leadership
Streamlining business logic in an AI-native world
Complex business logic, not bad data, is often the real reason Finance teams struggle with forecasting and reporting. Discover how AI, spreadsheets, and open scripting frameworks can simplify planning, reduce costs, and improve efficiency.
Caleb Maxson
August 19, 2025
Our Journey to Low-Code Planning - Chapter 4
Thought Leadership
Our Journey to Low-Code Planning - Chapter 4
We are even more bullish on a platform-based approach after putting it to the test with several clients
Caleb Maxson
July 21, 2025
Abacum: an operator's review on the promising next-gen FP&A solution
Product Review
Abacum: an operator's review on the promising next-gen FP&A solution
A detailed product review on Abacum, a next-generation FP&A software solution
Jack Carter
June 27, 2025
Navigating Microsoft Copilots to empower your Finance team
Thought Leadership
Navigating Microsoft Copilots to empower your Finance team
Explore how Microsoft Copilot can empower Finance teams to boost productivity, streamline workflows, and unlock greater value from AI. Our infographic highlights key Copilot tools and capabilities to help teams work smarter and become more self-sufficient.
Caleb Maxson
June 15, 2025
The Strategic Finance Impact Curve
Thought Leadership
The Strategic Finance Impact Curve
A framework for Finance teams to move beyond tactics to strategic influence
Caleb Maxson
April 26, 2025
What are OLAP and OLTP and why should you care about them as a finance leader?
Thought Leadership
What are OLAP and OLTP and why should you care about them as a finance leader?
Modern finance teams need to be stewards of all types of data.
Caleb Maxson
March 13, 2025
Conquering the sunk cost fallacy in FP&A
Thought Leadership
Conquering the sunk cost fallacy in FP&A
Often human nature, not technology or process, is the biggest roadblock to improvement
Caleb Maxson
March 1, 2025
54 master data questions that will save time for your FP&A team
Thought Leadership
54 master data questions that will save time for your FP&A team
Master data issues are a common source of pain for FP&A teams of all shapes and sizes - ask and address these questions to avoid them upfront
Caleb Maxson
February 25, 2025
Why we are leaning into an Excel-based approach with Platform Planning
Thought Leadership
Why we are leaning into an Excel-based approach with Platform Planning
It's worth reconsidering the concept of 'Excel hell' in today's technological context
Caleb Maxson
February 20, 2025
An Overview of OVG Platform Planning
Thought Leadership
An Overview of OVG Platform Planning
OVG Platform Planning leverages Microsoft Fabric, Excel, Power BI, and Power Platform to create a flexible, scalable, and cost-effective planning solution. Discover how this approach can reduce software costs, simplify ownership, and empower Finance teams with greater control over forecasting and reporting.
Caleb Maxson
February 13, 2025
Our Journey to Low-Code Planning - Chapter 3
Thought Leadership
Our Journey to Low-Code Planning - Chapter 3
Our path to learning a new platform for planning - one that any team can follow!
Caleb Maxson
December 20, 2024
Our Journey to Low-Code Planning - Chapter 2
Thought Leadership
Our Journey to Low-Code Planning - Chapter 2
How we landed on a platform-based approach for planning.
Caleb Maxson
December 4, 2024
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