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Moving project forecasting from Certinia PSA and spreadsheets to XLRS Planner

Certinia PSA Forecasting Without Spreadsheets | Exceleris Consulting

Stop forecasting project revenue in spreadsheets. XLRS Planner brings fixed-fee and resource planning inside Certinia PSA. See how it works….
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maverick spend pitfalls and strategies

Maverick Spend: What It Is, Why It Happens, and How to Stop It

Imagine this scenario: You’ve spent months negotiating a fantastic contract with a preferred supplier for office electronics. You secured a 20% discount, free shipping,…
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Fortified Finance System

Fortifying Your Financial Fortress: A Guide to Secure Payment File Connections

In the rhythm of modern business, paying vendors is a routine, critical function. The accounts payable team diligently processes invoices, schedules payments, and generates…
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Beyond CRM: How Salesforce Customer Portals Drive Unprecedented Operational Efficiency

In the relentless pursuit of growth, businesses often focus on front-end activities: sales, marketing, and product development. Yet, a silent profit-killer lurks in the…
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Spreadsheet discount in valuation

The Spreadsheet Discount: How Overreliance on Excel Can Cost Millions in Valuation

Introduction: The Hidden Valuation Penalty Spreadsheets are the backbone of most businesses at some stage of their growth. They’re flexible, accessible, and universally understood….
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Systems as Value Drivers

From Cost Centre to Value Driver: How Systems Shift Valuation Multiples

Introduction For decades, systems were considered little more than a “cost of doing business.” Finance, HR, IT, and operations systems were managed in the…
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Systems as the New Moat — Redefining Business Valuation in 2025

In 2025, investors see systems as the true moat in business valuation. Discover how Netflix, Tesla, and Amazon prove that operational resilience drives lasting…
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Valuation 2025

Business Valuation 2025: Why Investor Mindset Now Ties Valuation to Systems, Not Just Revenue

For years, growth was the golden ticket to securing a premium business valuation. Companies that could show double-digit top-line expansion often commanded high multiples,…
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CRO Unit Planning

CRO Billing & Unit-Based Planning

CROs are service businesses — but they’re not like other service businesses. Their revenue is driven not by the clock, but by the count…
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How to choose your first AI Project

How to Choose Your First AI Project: A Practical Guide for Business Leaders

For many business leaders, the AI conversation has become a constant background hum. You’ve likely read headlines about its transformative potential, sat through presentations…
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