Turtle Bay Solver Cloud Offering: Elevate Your Financial and Operational Reporting
At Turtle Bay, we believe that Solver Cloud is the ideal solution for financial and operational reporting and forecasting. Our goal is to ensure the success of each deployment, empowering our clients with the skills and knowledge needed to take ownership of the product. This enables you to make changes to existing templates or create new ones with the expertise of a seasoned professional.
Co-Creation: A Collaborative Approach
We thrive in a Co-Create environment, where knowledge sharing and transfer are integral to our offering. While having Excel skills is beneficial, we recognize that clients with extensive Excel experience often bring valuable insights to the table. Our collaborative approach ensures that you gain the expertise needed to master Solver Cloud effectively.
Accurate Planning and Estimation
From the outset, we conduct an introductory planning workshop to provide an accurate estimate for our services. Our methodology focuses on one-time setup tasks, ensuring efficiency. For template design, however, we want you, the client, to take the lead and master this important aspect of reporting.
Understanding Your Needs
We take the time to understand all the reporting and budgeting templates you require, including both financial and operational aspects. By defining a comprehensive list and selecting the more complex templates for co-creation, we facilitate your learning while allowing you to tackle the remaining templates with our support as Q&A advisors.
Project Management for Success
Effective project management is critical, with each participant playing a vital role. We provide weekly highlight reports that track:
- Tasks completed
- Tasks behind schedule
- Action steps to advance the project
- Budget consumption for services
- Any potential red flags related to scope or costs
Commitment to Continuing Education
As your team evolves, ongoing education becomes essential. We offer additional training sessions for individual staff members via remote sessions at a fixed fee of 50% of our normal consulting rate, encouraging further skill development. On-site training is also available, with travel and accommodation costs covered.
Conclusion
With Turtle Bay’s Solver Cloud offering, you’re not just adopting a tool; you’re gaining a partner committed to your success. Together, we’ll enhance your financial and operational reporting capabilities, ensuring that your team is equipped to thrive in today’s dynamic business environment.
