Week 1
Discovery & diagnosis
- • Map existing financial processes and pain points
- • Review chart of accounts and reporting structure
- • Identify data quality issues and quick wins
- • Align on business drivers and KPI hierarchy
Services
Business Performance Management (BPM)
Quick summary:
- • Financial clarity in 12 weeks
- • Day 5 monthly close
- • Investor-ready reporting
- • From instinct to data
Transform financial chaos into strategic clarity through our proven BPM methodology. Currently providing portfolio monitoring and reporting services to private equity investors targeting Greek SMEs.
- Clear KPI hierarchy from board to teams
- Weekly operating cadence with crisp decisions
- Decision‑ready, automated management reporting
- Robust controls and governance that scale
At a glance
< 6 weeks
to full working financial model
12‑month
rolling budget & forecast
< 12 weeks
to monthly KPI tracking
Ongoing
board reporting & support
Overview
While financial reporting shows you where you've been, Business Performance Management (BPM) shows you where you're going and how to get there faster. This service transforms financial chaos into strategic clarity by building the performance management systems that connect operations to outcomes. We create the analytical foundation that enables confident decision-making, attracts sophisticated capital, and drives sustainable growth.
Led by Principal Vassilis Katsoulis, with extensive transaction experience from Deloitte's M&A practice and deep expertise in financial reporting and performance metrics, we transform operational complexity into strategic advantage. Our unique perspective—gained from buy-side and sell-side transactions across diverse sectors—enables us to build institutional capabilities that unlock strategic value and prepare businesses for their next phase of growth.
Why BPM matters now
Performance data without context is just noise. At Fortivis BPM, we transform financial complexity into strategic clarity. Every metric tells a story about operational reality, every variance reveals an opportunity or threat, and every report answers one critical question: what decision should you make today?
Our value isn't in producing reports—it's in reducing the time between insight and action. When executives can understand their entire business performance from our subtitles alone, and when our recommendations link directly to measurable outcomes, we've done our job. Clear analysis drives confident decisions. That's what moves businesses forward.
12 weeks
To full BPM implementation
Day 5 close
Monthly reporting ready
20-30% reduction
In operational costs
Deep dive
What to expect when
Weeks 2-4
Build & structure
- • Restructure chart of accounts for management reporting
- • Clean historical data and establish baselines
- • Build three-statement financial model from scratch
- • Create driver-based revenue and cost assumptions
Weeks 5-8
Plan & forecast
- • Develop 12-month budget with monthly granularity
- • Build 13-week rolling cash flow forecast
- • Create scenario planning capabilities
- • Design management reporting templates
Weeks 9-12
Visualize & embed
- • Deploy Power BI dashboards for real-time visibility
- • Train team on new processes and tools
- • Run first monthly performance review
- • Document procedures and handover
Month 4+
Sustain & optimize
- • Monthly performance reviews with management
- • Quarterly board pack preparation
- • Rolling forecast updates
- • Continuous refinement and optimization
Outcomes and impact
- Month‑end close accelerates from weeks to days
- Forecast accuracy improves; decisions are data‑driven
- Stronger engagement from banks, investors, and partners
- Portfolio monitoring and reporting for private equity investors
- Financial transformation enabling institutional investment
Frequently asked questions
Ready to build sustainable performance?
Let's discuss your context and map a 6‑week plan to foundational capability.