Performance Systems Development (PSD) faced challenges that are typical for companies that have grown quickly and excel at what they do. Good challenges. Waxwing helped them gain transparency around their financials and find efficiencies that had become elusive.

This client struggled with:

• Manual data entry and reporting

• Inconsistent financial tracking across departments

• Delayed decision-making due to outdated information

• Flexible financial forecasting that could accurately predict cash flow

• HR documentation enabling employees to understand their paths to promotion

George and Waxwing helped PSD to centralize financial data, create real-time visibility into company financials for executives and the board, and improve accuracy in forecasting and budgeting - showing at minimum 2.5 years of projections to help the company make smarter decisions.

We also were working with PSD when they lost an HR and Finance director. We were happy to help them move along HR projects that were already in the works and execute a full org advancement strategy for employees at every level to continue to succeed. We upped our level of engagement with company financials during the re-budgeting process to support the company while they searched for their next CFO.