Case Study - Office Timeline

Case Study: Office Timeline

Getting to ARR data confidence to guide post-investment growth.

"I would not have data that I felt confident in. Which to me is the number one thing as a finance person."
-Silvia Borzini, CFO

Office Timeline is the creator of an award-winning tool utilized by over 25,000 businesses to create project schedules and roadmaps within Microsoft PowerPoint.

The company faced the hurdle a lot of software companies do when receiving an infusion of growth capital - how to level up revenue data quickly and efficiently to provide deeper visibility into what’s driving the business and inform the strategic decisions required for accelerated growth, all while juggling a series of competing priorities for internal resources.

From manual work with transaction and cash data to high fidelity ARR data and KPI reporting

After a decade of successful bootstrapped growth, Office Timeline had access to its cash revenue data but lacked the key elements needed to accurately transform this data into Annual Recurring Revenue (ARR) and generate recurring revenue metrics and KPIs. Incorporating these elements into their systems and transforming the data to produce reliable ARR and customer insights required specialized expertise and bandwidth that wasn't available.

“It's given us a level of visibility into our business that was non-existent before, both on an ongoing overall basis, but also being able to look at different things in the data and being able to break them out.”

Silvia Borzini // Chief Financial Officer

Office Timeline CFO Silvia Borzini turned to FinQore to automate her ARR and customer cube with a white glove, managed solution approach that would minimize the effort required from her internal teams and draw on technology and expertise from people with experience doing this work for similar companies.

By partnering with FinQore, Office Timeline was able to:

‣ Automate the daily generation of an accurate and deeply segmented ARR cube
‣ Gain instant access to key metrics and KPIs at the segment, product, and unit level
‣ Eliminate majority of manual Excel work, freeing up finance team to focus on strategic analysis
‣ Free up internal data engineering team to focus on other strategic initiatives, without the need to build and maintain automation for accurate, continuously monitored ARR data and reporting.

ARR data to confidently plan from and a foundation for deeper analysis

With a solid ARR foundation in place, Silvia and the team are now able to focus more time on planning and analysis of key business drivers, and reporting on the data at a deeper level. For example mining custom segment data for insights, exploring correlations to marketing activities and deepening executive team/board collaboration around metrics and KPI’s.

Devices_Insights Deck

“FinQore data is the source of most of the things I do analysis on, enabling me to work on strategic analysis, getting data and insights to the business to help facilitate decision making, looking at trends and business drivers.”

Silvia Borzini // Chief Financial Officer

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