Brand New Day implements Vena with cpmview for more efficient and effective budgeting and reporting

Home / From Excel chaos to scalable budgeting with Vena
Headquarters Amsterdam
Solution Vena Solutions
Employees 200+
URL Brand New Day

About Brand New Day

Brand New Day is a Dutch online bank and asset manager, focused on providing transparent and cost-efficient savings and investment products. With a mission to make smart financial choices accessible for everyone, they manage the assets of over 200,000 customers in the Netherlands.

From Excel Models to a Scalable, Structured Budgeting Process

For years, Brand New Day relied on Excel-based forecasting and ad-hoc decision-making. While Excel worked in the short term, the approach was difficult to scale, complicated onboarding, and increased the risk of errors, slowing down critical financial decisions.

The company needed a modern, structured, and scalable solution for budgeting and reporting — while keeping the familiarity of Excel for their finance team.

The Challenges

  • Excel dependency: A fragmented, error-prone 3-year forecast model.
  • Ad-hoc processes: Lack of structure made tracking and repetition difficult.
  • Scalability: Organizational growth required a robust, future-proof solution.
  • User adoption: Any new tool had to be intuitive and familiar to finance staff.

The Solution

In collaboration with cpmview, Brand New Day implemented Vena Solutions as their new budgeting and reporting platform. Key outcomes included:

  • Structured processes: Defined, repeatable steps for forecasting and reporting.
  • Scalable setup: Easier onboarding of new team members and smoother growth.
  • Excel interface: Retained familiar Excel look and feel for easy user adoption.
  • Error reduction: Reliable reporting and forecasting with fewer mistakes.

Why the Process Worked

The project’s success was driven not only by technology but also by collaboration:

  • Shared focus on goals: Both teams aligned on outcomes without distractions.
  • Co-creation: Solutions were built side by side, not simply handed over.
  • On-site collaboration: Joint work at cpmview’s office strengthened focus and teamwork.
  • Internal knowledge building: Brand New Day leveraged Vena online training to work independently and make smarter decisions.

“It didn’t just feel like a project — it felt like building something meaningful together.”

The Results

  • Efficient processes: Clear steps, no unnecessary delays.
  • On budget: Predictable financial decisions with no surprises.
  • Fast delivery: Short lead time thanks to focused collaboration.
  • Positive experience: Open communication, mutual respect, and real partnership.

“A focused collaboration that delivered exactly what we needed – on time, within budget, and with confidence to continue.”

Why Choose cpmview?

Brand New Day selected cpmview for their expertise in Vena Solutions and long-term partnership approach:

  • Focus on sustainable, scalable solutions, not just quick implementation.
  • Invested time upfront to clarify goals and context, building a solid foundation.
  • A pragmatic and honest partner providing structure, vision, and expertise.