Story
Temenos
UnitUnit Adopts Temenos for Planning and Forecasting
Unit, a financials organization in the United States, uses Temenos DataSource from Temenos 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 Temenos DataSource |
| Capability | FP&A work from the same Temenos DataSource record for financial planning |
Story
Inside Unit, planning and forecasting used to depend on whoever still had the latest file. That pattern is common in financials groups working out of the United States. FP&A needed a system that would still make sense after the original project team moved on.
Unit uses Temenos DataSource from Temenos as the working layer for financial planning. Temenos provides core banking and digital banking software used by financial institutions to run accounts, payments, and channels. 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 Unit gets from Temenos 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.
