Engagement approach

A clear path from first conversation to a planning dashboard your finance team can refresh each month.

Whiteboard timeline of a financial planning dashboard engagement
  1. Scoping conversation

    We learn which planning questions matter to your board—cash runway, forecast variance, departmental commitments—and which source systems feed them.

  2. Data inventory

    Together we list workbooks, GL extracts, payroll feeds, and sales summaries. Soft spots in reconciliation surface before charts are drawn.

  3. Prototype views

    We compose draft layouts on anonymised extracts and review them with FP&A in Bangkok or on a remote call.

  4. Leadership review

    Finance leadership tests whether the visuals answer board questions within the time allotted on the agenda.

  5. Handoff and coaching

    Documentation, two coaching sessions, and a named Mind Beaconcore contact for clarifying questions during the first refresh cycle.

6–10weeks for a typical flagship dashboard commission
2coaching sessions included after handoff
Thonglorstudio for workshops when travel suits your team

Explore the flagship commission Schedule a scoping call