Transform Technology Planning from Spreadsheet Chaos

Technology & Telecom

From subscription revenue forecasting to network capacity planning, R&D portfolio optimization to unit economics — we help technology companies build connected planning systems that scale with growth

Start your TECHNOLOGY transformation

Technology Industry Challenges

Technology companies face unique planning challenges — from subscription revenue complexity to R&D portfolio planning and unit economics modeling. Spreadsheet-based planning can't keep pace with growth

Subscription Revenue Complexity

→ ARR, churn, and expansion tracked in separate tools
→ Cohort analysis done manually in Excel
→ Revenue recognition (ASC 606) disconnected from forecasts
⚠︎ Result : ARR forecasts miss by 25%+, churn trends discovered post-quarter, monthly rev rec surprises

R&D Investment Uncertainty

→ Product roadmap not tied to financial capacity
→ Engineering headcount planning disconnected from revenue plan
→ Capitalization vs. expense decisions made quarterly
⚠︎ Result : Headcount added without capacity check, product launches delayed by late budget discoveries

Unit Economics Blind Spots

→ CAC payback period calculated after the fact
→ Gross margin by customer segment unknown
→ Infrastructure scaling costs not modeled in forecasts
⚠︎ Result : Negative LTV segments missed until burn spikes, CAC payback calculated quarterly—too late

Solutions

Keansa builds integrated planning platforms tailored for technology companies — connecting subscription metrics, R&D portfolio planning, and financial forecasting for investor-grade visibility

Subscription Metrics Planning

✓ ARR, MRR, churn, and expansion in unified model
✓ Cohort-based retention curves and LTV forecasts
✓ Revenue recognition automation (ASC 606 compliance)

R&D Portfolio Planning

✓ Product roadmap tied to headcount and budget capacity
✓ Sprint velocity and release forecasts connected to revenue
✓ Capitalization rules applied automatically

Unit Economics Modeling

✓ CAC, LTV, and payback by customer segment
✓ Gross margin waterfalls by product and region
✓ Infrastructure cost scaling modeled in scenarios

Investor Reporting & Metrics

✓ Board deck metrics automated (ARR, burn, runway)
✓ Variance analysis and commentary workflows
✓ Investor-grade financial models with audit trail

Our Capabilities

Whether you choose Anaplan, Jedox, OneStream, or BOARD, we deliver the same proven capabilities that drive planning excellence across your organization
Integrated Financial Planning

Annual budgets, rolling forecasts, and long-range plans in one unified model. Connect top-down targets with bottom-up drivers across departments

Real-Time Reporting & Analytics

Executive dashboards with live data, drill-down from P&L to driver detail, variance analysis with commentary workflows, and automated distribution

Multi-Scenario Modeling

Build and compare unlimited what-if scenarios. Model best/worst/likely cases, sensitivity testing on key assumptions, and board-ready scenario analysis

Automated Consolidation

Multi-entity, multi-currency consolidation with intercompany eliminations. Close cycle reduced from 15+ days to 5-7 days with full audit trail

Driver-Based Planning

Connect operational metrics to financial outcomes. Headcount drives compensation, units drive COGS, capacity drives CapEx — all in one model

Collaborative Workflows

Cross-functional planning with role-based access, approval workflows, version control, and comment threads. Finance, Operations, and Sales aligned

Platform Recommendations

We're platform-agnostic. We recommend what fits your needs
Platform
Best for
Sweet spot
Anaplan
Large multinational institutions
Complex multi-entity, 1000+ users, heavy regulatory (Basel III, Solvency II, IFRS 17)
Jedox
Regional banks & mid-market insurers
Excel-familiar teams, faster ROI, lower TCO, speed-focused SMEs
OneStream
Heavy consolidation needs
Multi-GAAP reporting, frequent M&A, complex intercompany eliminations
BOARD
Specialty/reinsurers
Underwriting-focused, complex scenarios, reinsurance treaty management

Ready to Transform Technology Planning?

We've helped several technology companies model subscription metrics, align R&D with revenue capacity, improve unit economics visibility, and deliver investor-grade financial models. Let's talk about your planning challenges

Book a Free planning assessment