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

From Excel models to a scalable, structured budgeting process

For many years, Brand New Day relied on Excel‑based forecasting and ad‑hoc financial processes and decision-making. While Excel provided flexibility, it became increasingly difficult to scale, slowed down onboarding, and increased the risk of errors, which in turn affected the speed and reliability of financial decision-making. 

To support continued growth, the organisation needed a modern, structured, and scalable solution for budgeting and reporting, while still preserving the familiar Excel experience for the finance team. 

The challenges

• Excel dependency: A fragmented, error-prone three-year forecasting model.
• Ad-hoc processes: Lack of structure made tracking and repetition difficult.
• Scalability: Organisational 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 goals: Both teams remained aligned on outcomes throughout the project.  
• Co-creation: Solutions were developed collaboratively, not handed over in isolation.  
• On‑site collaboration: Working together at cpmview’s office supported focus and momentum.  
• Knowledge building: Brand New Day invested in Vena training, enabling independence and smarter decision‑making.

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

The results

• Efficient processes: Clear steps and 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.
• Thorough preparation to clarify goals and context, building a solid foundation.
• A pragmatic and honest partner providing structure, vision, and expertise.