Data Analytics & Transformation Solutions
At Whitley Penn, we implement cloud-based solutions, enabling organizations to continually close books, run scenario forecasting, and complete budget cycles in an efficient and integrated manner. Using a unique mixture of technologies based on your company’s needs, we can offer immediate value in areas such as consolidations, budgeting, forecasting, and reporting.
Your end-to-end provider in Enterprise Performance Management, Assisting with:
- Managed Services
- Application Development
- Application Implementation & Integration
- Application Maintenance & Support
We Aim to Deliver Value to Help Your Organization:
- Increase consistency and accuracy of corporate financial reporting and analytics
- Establish a vision for a single, finalized evaluation of financial data
- Enhance visibility to analyze corporate financial information using applicable resources
- Improve integration and coordination of financial analytics solutions across multiple platforms
- Allow for more agility than on-premises application for software maintenance and updates
- Enhance your after-sales customer experience
- Capture a significant cost savings as compared to prior on-premises consolidation software
How we Deliver
We believe that exceptional people produce exceptional results. Our IT consulting engagements are driven by certified technicians with functional skill sets around financial planning and analysis tools. Our consultants are comprised of expert practitioners who commit to our client success.
We combine end-to-end solutions with delivery with a flexible engagement model that gives our clients access to the very best talent and technology in the marketplace. With the ability to shift approach and scale as project needs change, our focus on flexibility and adaptation ensures client satisfaction from start to finish.
Our SaaS Partners & Other Solutions
Enterprise Performance Management (EPM)
Implementing or transitioning to an enterprise performance management or corporate performance management platform can be a daunting task. Whitley Penn's experienced solutions advisors are here to help navigate the project to streamline the build and implementation without business interruption. With extensive knowledge and experience, a comprehensive roadmap and process, Whitley Penn's Analytics practice can help you with time to value.
Integrations & Connectors
Whitley Penn's solutions advisors can help you connect your systems with iPaaS solutions to ensure your data is seamlessly feeding data to the proper data points, breaking down data silos, and solving for disparate systems, enabling you to make intelligible decisions with data you can trust.
Close & Consolidation Solutions
With consulting and advisory provided by Whitley Penn in conjunction with our technology partners' solutions, accounting teams can establish a single source of truth to evaluate their financial data into actionable insights that drive value to the organization. We do this by leasing solutions like Adra by Trintech that help you automate transaction mapping and reconciliations, streamline workflows, implement compliance controls, and more. Realize a continual, dynamic close while mitigating risk with Whitley Penn and Trintech.
Want to learn more about our tech partners?
Click below to browse through our Technology Solution Briefs so you can get started on making a decision.
Meet the team
Naveed Salman
CAAS Managing Director
Rajesh Yennam
CAAS Director
Jonathan Li
CAAS Solutions Manager
Sowmya Acharya
CAAS Director
