Before you buy software, before you sign contracts - understand what you're actually dealing with.
What is it?
We call it the Bolt Blueprint. You might know it as an optimisation study - a structured assessment of your finance systems, processes, and technology landscape before you commit to anything.
We've run this 30+ times across Anaplan, Pigment, Planful, and IBM Planning Analytics. It works because we're not selling you software - we're helping you figure out what you actually need.
What you get
Current state and future state, clearly documented - you'll see what you have, what you need, and the gap between them.
Process gaps, data issues, integration pain points - identified together before they become project risks.
Platform options assessed against your actual requirements - you'll know what fits, not just what vendors want to sell.
3-5 year total cost of ownership - licensing, implementation, support, change - the real number you can take to the board.
Integration complexity, data readiness, change management - scored and prioritised so you know where to focus.
Prioritised action plan with dependencies - built together, in your language, ready to execute with or without us.
Why it matters
Vendors will sell you what they have, not what you need. Every platform looks great in a demo. The hard questions come later - during implementation, when changes cost ten times more.
Most EPM projects fail because of poor scoping, not poor technology. Requirements missed. Integrations underestimated. User adoption ignored. The Blueprint catches these before you've signed contracts.
Find problems when fixing them costs thousands, not hundreds of thousands.
How it works
We agree what's in, what's out, and who needs to be involved. Clear boundaries before we start.
Workshops, interviews, system walkthroughs - we learn how work actually happens, not how it's supposed to.
Technical review of existing systems, data flows, and integration points. We see what you're working with.
We map current vs future state and identify the gaps that matter. Your business, your context - no generic templates.
Clear-eyed view of your options - platform fit, investment sizing, risk factors. Honest assessment, no vendor quotas.
We build the document together - it's your report, in your language, ready for your leadership.
What makes it different
No vendor kickbacks. No sales targets. We're certified across multiple platforms and recommend what fits your needs, not what earns us commission.
3-5 year total cost of ownership, including the bits vendors don't mention. You'll know what you're really signing up for.
We identify challenges before they become project blockers. Integration complexity, data quality, change management - the things that derail implementations.
30+ engagements across Anaplan, Pigment, Planful, and IBM Planning Analytics. We've seen what works and what doesn't.
Investment
Scope scales based on complexity - number of systems, stakeholders, locations. We'll discuss your situation and provide a clear proposal before we start.
75% of Blueprint clients proceed to implementation with us. Not because they're locked in - but because they trust what we've told them and want the same people doing the work.
Book a call to discuss your situation. No sales pitch - just a conversation about what you're trying to achieve.