Story
Intuit
UMCUMC Adopts Intuit for Planning and Forecasting
UMC, an information technology organization in Taiwan, uses Credit Karma from Intuit to support planning and forecasting for FP&A.
Value results
| Category | Value result |
|---|---|
| Capability | Named workflow replaces ad hoc routing for financial planning |
| Capability | Planning and forecasting stays visible to adjacent teams through Credit Karma |
| Capability | FP&A work from the same Credit Karma record for financial planning |
Story
Inside UMC, planning and forecasting used to depend on whoever still had the latest file. That pattern is common in information technology groups working out of Taiwan. FP&A needed a system that would still make sense after the original project team moved on.
UMC uses Credit Karma from Intuit as the working layer for financial planning. Intuit builds financial software for consumers and small and midsize businesses, including QuickBooks, TurboTax, Mailchimp, and Credit Karma. The practical change is simple: planning and forecasting has a home, and reviews happen there instead of in a forwarded thread.
Nothing in this writeup invents a savings number. What UMC gets from Intuit is a durable place to run planning and forecasting and a way for FP&A to see the same financial planning at the same time.
