Story
IntuitGrupo TSI Standardizes Financial Planning on Intuit
Grupo TSI, an information technology organization in the United States, uses QuickBooks from Intuit to support planning and forecasting for FP&A.
Value results
| Category | Value result |
|---|---|
| Productivity | Fewer stalled items because financial planning has a clear owner |
| Risk and compliance | QuickBooks is the governed place FP&A use for planning and forecasting |
| Capability | New joiners can see how planning and forecasting actually runs |
Story
Information Technology work at Grupo TSI spans more than one site, even when headquarters sits in the United States. Financial planning was splitting across regional habits. FP&A asked for a shared way to run planning and forecasting without freezing local judgment.
Intuit (QuickBooks) is what they standardized on. Intuit builds financial software for consumers and small and midsize businesses, including QuickBooks, TurboTax, Mailchimp, and Credit Karma. Grupo TSI uses it as the system of record for financial planning, with FP&A as the primary operators and other groups coming in through the same queue.
Leaders get a picture they can actually walk. Teams get fewer mystery statuses. The story is about operating change, not an unpublished percentage.
