Consulting Services Built Around Your Board Application
From first design decisions to years of ongoing enhancement, our services span advisory, implementation, enhancement, application support, training, and delivery augmentation for consulting partners.
EPM Consulting & Implementation
The business need. Organizations adopting Board for the first time, or extending it into new areas, need a solution designed around how planning actually works — not a generic technical rollout.
What we do. We run structured discovery to understand your planning processes, design the application and data model around them, build and configure the solution, test it against real scenarios, deploy it, and train the people who'll use it day to day.
- Discovery & requirements definition
- Solution design — data structures, calculation logic, workflow
- Development & configuration
- Testing & validation against real planning scenarios
- Deployment & go-live support
- User enablement & training
Intended outcome. A Board application that reflects how your business plans and that your teams actually adopt, rather than work around.
Discuss a New ImplementationReporting & Analytics
The business need. Decision-makers need reporting they can trust, without rebuilding it manually every cycle.
What we do. We design management dashboards, automate recurring reporting, build variance analysis views, and structure reporting so it directly supports the decisions your leadership team needs to make.
- Management dashboards & executive reporting
- Reporting automation & scheduled distribution
- Variance and plan-vs-actual analysis
- Decision-support reporting design
Report timeliness depends on your source systems and how they're integrated. We design reporting cadence around what's realistically achievable for your environment — we don't promise universal real-time reporting.
Intended outcome. Reporting that people trust, because they understand what it reflects and how current it is.
Discuss Your Reporting NeedsIntegrated Business Planning
The business need. Financial targets, commercial plans, and operational plans often live in separate processes that don't reconcile — leaving finance, retail, and operations working from different assumptions.
What we do. We connect financial targets with commercial and operational plans through shared assumptions, coordinated planning cycles, and scenario analysis — so a change in one plan is visible in the others.
- Shared planning assumptions across functions
- Coordinated planning calendars & cycles
- Scenario & what-if analysis
- Cross-functional visibility into plan changes
Intended outcome. One coherent plan that finance, commercial, and operations teams can each see themselves in.
Discuss Integrated PlanningAutomated Financial Consolidation
The business need. Group consolidation is often a manual, spreadsheet-heavy process — slow, hard to trace, and prone to error at the worst possible time in the close.
What we do. We streamline data collection from entities, build consolidation workflows, automate intercompany eliminations and currency translation, and structure reporting so every number is traceable back to its source.
- Automated data collection & validation
- Group consolidation workflows
- Intercompany reconciliation & eliminations
- Currency translation
- Traceable, audit-ready consolidated reporting
A well-designed consolidation application improves efficiency, accuracy, and traceability — it supports your close and reporting process, but doesn't by itself guarantee regulatory compliance, which remains the responsibility of your finance and controllership functions.
Intended outcome. A faster close with a clearer, more defensible audit trail.
Discuss ConsolidationApplication Support & Optimization
The business need. Existing Board applications need troubleshooting, enhancement, and care as the business changes — regardless of who originally built them.
What we do. We troubleshoot issues, deliver targeted enhancements, review performance, support version releases, train users, and work as a continuous improvement partner — including for applications implemented by other providers, which we assess constructively and build forward from.
- Troubleshooting & issue resolution
- Enhancements & scope extensions
- Performance reviews & tuning
- Release & version upgrade support
- User training & refresher enablement
- Continuous improvement engagements
Intended outcome. An application that keeps pace with the business instead of falling behind it.
Discuss Application SupportSpecialist Board Delivery Capacity, On Your Terms
Consulting firms and technology partners bring in LotFair when they need specialist Board expertise or extra delivery capacity — without adding permanent headcount.
Delivery Augmentation
Additional hands-on Board capacity added directly to your delivery team for the duration you need it.
Specialist Workstream Support
We take ownership of a defined workstream — retail planning, consolidation, or reporting — inside your wider program.
Implementation Collaboration
We work alongside your consultants on joint delivery, following your methodology and governance.
Presales & Demonstration Support
Technical input and solution demonstrations to help you shape and win Board opportunities.
Training & Knowledge Transfer
We build your team's own Board capability alongside the delivery work, not instead of it.
Flexible Engagement Models
Single-project, ongoing, or on-demand support — shaped around your program timeline, not a fixed package.
We work within your delivery structure and respect your customer relationships — our role is to strengthen your team's Board capability, not to compete for your client. Engagement scope, timing, and commercial terms are agreed case by case; get in touch to discuss fit and availability for your program.
Not Sure Which Service Fits?
Tell us what you're trying to achieve and we'll help you find the right starting point.