Contact Us
Get in touch
We’d love to hear from you. Share some details and your query and we’ll respond straight away.
Case Study
Transforming budgeting and forecasting for student housing portfolios
Client type
Alternatives Managers & Private Markets, Asset Management
Client Challenges
A UK student housing firm relied on manual Excel processes for budgeting and forecasting. Growth increased complexity and reduced visibility across the portfolio. A scalable planning approach was required to improve speed and control.
alpha approach
Alpha implemented Anaplan through a structured, workshop-led approach designed to align the solution closely with business requirements. We defined requirements collaboratively and translated them into tailored planning models that reflected operational needs and planning objectives. Integration with existing systems enabled consistent and reliable data flows, creating a stronger foundation for planning and reporting. An iterative development process incorporated user feedback throughout, refining outputs and ensuring the solution remained aligned with stakeholder expectations. This approach drove strong user adoption and delivered faster, more transparent and scalable planning capabilities.
How we delivered lasting value
Turning insight into impact
Faster budgeting cycles through automated planning workflows
Replaced manual Excel processes with streamlined workflows. Accelerated budgeting cycles and improved responsiveness to market changes.
End-to-end visibility across portfolio and room planning
Delivered insights from portfolio to room level. Improved accuracy, transparency, and control across planning activities.
Rapid scenario modeling for capital investment decisions
Enabled instant ‘what if’ analysis for CapEx. Supported faster, more informed development and investment decisions.
Related Work
Related case studies
Case Study
Salesforce CRM Overhaul Delivers Scalable Distribution Data Platform
Case Study
Distribution data platform drives US retail sales growth
Case Study