Services

Start with a pilot.
Expand as value is proven.

Every engagement delivers an owned stack, the services to build it, and the enablement to keep building it.

Definition

Agentic Performance Management (APM): planning, forecasting, reporting, and analysis on a stack you own, from data and models to context and agents, instead of dedicated CPM software.

01
An owned stack
Data, models, context, and agents in your tenant, on platforms you already license.
02
The services to build it
Senior practitioners who design, architect, and build alongside your team.
03
The enablement to keep building
Workshops, co-builds, and AI adoption playbooks your team keeps.

Strategy consultants deliver advice. CPM vendors deliver software. Implementers deliver projects. OVG delivers the strategy, the stack you own, and the build.

Start Here

APM pilots

A focused, fixed-scope build that proves value on one high-value use case, such as an executive reporting agent on an existing semantic model, or a single planning process.

Typical Scope
6–10 weeks
Outcome

A working solution in production, measurable results, and a foundation you own and can extend.

Scope a Pilot
Financial reporting
Governed reporting on your actuals, with an executive reporting agent on top.
Proof

95%+ agent accuracy on executive reporting

Budget consolidation
Departmental inputs consolidated in one governed model, with connected Excel.
Proof

100 workbooks consolidated in minutes · 60%+ time savings

Revenue reconciliation
Bookings, billings, and revenue reconciled across CRM and ERP.
Proof

Open order reconciliation in seconds, on demand, not hours per month.

Headcount planning
Driver-based headcount plans with writeback, tied to HRIS actuals.
Proof

Visibility and automation from hiring manager request to promotion.

Before and after the pilot

Services for every stage.

Scope each one by use case. Start where you are, and add only what earns its place.

AI assessment and advisory
An evaluation of your people, processes, data, and technology, with a prioritized roadmap for APM and AI in finance. Includes software selection and build-vs-buy guidance.
Typical Scope

2–4 weeks, or a shorter IT readiness evaluation

Outcome

A clear, prioritized plan, with high-value use cases identified and IT prerequisites agreed.

AI workshops and enablement
Hands-on sessions that upskill finance and IT teams on the stack, AI platforms, and building with agents, using your own data where possible.
Typical Scope

Half-day to multi-day workshops, or ongoing programs

Outcome

A team that understands what's possible and has the skills to start building.

Solution builds and co-builds
End-to-end design and implementation, from data and models to context and agents, including migrations from legacy CPM. Co-builds pair OVG with your builders so capability transfers as the work gets done.
Typical Scope

Phased, by use case, models, and data sources

Outcome

A production stack you own outright, with AI adoption playbooks and a team able to keep building.

Managed services
Ongoing monitoring, maintenance, enhancements, and advisory support after go-live.
Typical Scope

Monthly retainer, scaled to your needs

Outcome

A stack that stays healthy and keeps improving, with a long-term partner on call and no dependency.

Getting Started

Not sure where to start?

In a 30-minute demo, we'll look at your priorities and recommend a first use case, even if the answer is to keep what you have.

Book a 30-minute demo
See our approach