Site Surveys

Before investing in planning software, you need to understand where your organization stands today. What planning processes are working? Where are the biggest gaps? Is your current technology the problem, or is it a process or people issue that new software alone will not fix? A ForecastWorx site survey answers these questions with data-driven analysis and expert assessment — giving you a clear, unbiased picture of your planning maturity before you commit to any solution.

Our Planning Optimization and Performance (POP) analysis evaluates five dimensions of planning maturity: process, data, technology, people, and KPI measurement. Each dimension is scored on a five-point scale with specific findings, benchmarks against industry peers, and prioritized recommendations for improvement. The result is an executive-ready report that tells you exactly where to invest your time and budget for the greatest planning ROI.

Vendor evaluation engagements help companies that are actively comparing planning software options. Our consultants — who have implemented planning solutions from dozens of vendors over their careers — provide an independent assessment of which platforms best match your data environment, integration requirements, team capabilities, and business objectives. This is not a sales pitch for ForecastWorx. It is an honest, vendor-neutral evaluation that helps you make the right choice for your organization.

Health check engagements are designed for companies that already have a planning system in place but are not getting the results they expected. We audit your current configuration, data quality, process workflows, and user adoption patterns to identify the root causes of underperformance. Often the fix is simpler than replacing the system entirely — it may be a data quality issue, a configuration gap, or a training deficit that can be resolved without a full re-implementation.