FP&A Software Selection Services
Navigate the complex FP&A software selection process with confidence. Impartial, expert guidance from requirements gathering through vendor selection.
Why You Need an Expert Guide
The FP&A software market has exploded—with over 100 tools available and many founded in the last few years, choosing the wrong platform is costly.
A Crowded Market
Many Projects Fail
Impartial Expertise
What I Bring to Your Selection Process
Requirements Discovery
Market Segmentation
RFP Development & Management
Vendor Evaluation & Negotiation
Vendor Connections
Future-Proof Planning
How the Engagement Works
A proven, structured approach that keeps you in the driver's seat while leveraging my deep market knowledge.
Understand Your Business
I start with my structured 25-question intake to deeply understand your operations, reporting and planning processes, team structure, pain points, and vision for your FP&A function.
Define Requirements & Problem Statement
Together we craft a clear problem statement, define what success looks like, categorize requirements as mandatory, nice-to-have, or luxury, and scope the project with realistic phasing.
Build Your Shortlist
Using my knowledge of the tools, I segment the market by your size, industry, functionality needs, and preferred tool type to produce a curated shortlist of 3–5 vendors that genuinely fit.
RFP Process
I provide support as you prepare the RFP, and keep momentum going throughout the evaluation phase.
Evaluate & Select
Using a weighted scoring framework, you evaluate each vendor against your requirements and I provide support throughout the process. Ensuring you are considering all aspects of selection.
My 25-Question Vendor Assessment
Before I recommend a single tool, I need to understand your business. Here's a sample of the questions I ask to build your vendor shortlist.
Why This Matters: Free resources exist for identifying FP&A systems, but a curated, personalized assessment connects the dots between your specific needs and the tools available—saving you months of research and reducing the risk of selecting the wrong platform.
Client Testimonial
Paul's support during our FP&A system selection process was truly a game changer. His expertise and guidance not only elevated our professionalism but also gave me the confidence to run a thorough and well-structured RFP process. Thanks to Paul, I felt reassured that, after selecting our partner, there was no post-purchase dissonance or second-guessing—only certainty in our decision.
Paul took the time to deeply understand our operations, reporting and planning processes, team structure, and vision for our FP&A function. Using this knowledge, he challenged me and my team to develop business requirements that directly addressed the challenges our company was facing. His ability to connect the dots between our needs and the tools available was invaluable.
The RFP process can be as rewarding as you make it, and Paul ensured it was both effective and enjoyable. His constant availability for check-ins—whether with me or my team—kept the momentum going. This was crucial, given our limited resources. Paul's efforts also helped keep the vendors engaged throughout, ensuring that neither side lost focus or interest, which can be critical in decision-making.
While free resources exist for identifying FP&A systems, Paul brought a curated approach that felt personalized to our unique business requirements. There was no bias in the process—my team remained in the driver's seat from start to finish, with Paul collaborating as a trusted advisor. His priority was for us to arrive at a decision based on our own merits, which is why we are so thrilled with both the partner we selected and the process we followed.
Frequently Asked Questions
How do you remain impartial if you know all the vendors?
I have no financial relationship with any FP&A software vendor. I don't receive referral fees or commissions. My only client is you, and my priority is helping your team arrive at the right decision on your own merits.
What size companies do you work with?
I work across the full spectrum—from SMBs under 500 employees and $100M revenue through mid-market (up to 5,000 employees) to large enterprises with $1B+ revenue. The market segmentation and shortlist I build is tailored specifically to your company's size and growth trajectory.
How long does the selection process take?
A typical engagement runs 8–16 weeks from initial intake through vendor selection, depending on your internal timelines, team availability, and the number of vendors evaluated. I build in buffer time for the unexpected and break the process into manageable phases.
What if we've already started evaluating vendors?
I can jump into your process at any stage. Whether you need help refining your shortlist, structuring your RFP, managing demos, or making the final decision, I'll adapt to wherever you are in the journey.
Do you help with implementation too?
My primary focus is selection, but I make myself available as a sounding board throughout the implementation process.
What does a typical budget look like for FP&A software?
Pricing varies widely. Small market tools range from $150–$2K/month with up to $20K implementation. Mid-market tools run $2K–$10K/month with $20K–$100K implementation. Enterprise solutions can be $100K–$250K+/month with $100K–$1M+ implementation. I help you understand the full total cost of ownership, including hidden costs like data migration and change management.