Our Clients

Jaguar Mining One of the fastest growing public gold mining companies, Jaguar’s international operations required far more sophisticated consolidation processes than could be easily managed through Excel spreadsheets. To keep the numbers accurate without breaking the bank, the company turned to a hosted, mid market business performance management (BPM) solution. Read More (PDF)



Giner Electrochemical GIner management were looking to develop the supporting financial underpinnings and supply chain development and economic valuation for a comprehensive business plan for its proprietary green energy technology. The company was able to generate significant interest from several potential investors needed to receive a term sheet. Read More (PDF)

WorldCare Inc. requested an independent business review to validate its international expansion plans to set up several diagnostic treatment centers in the UK. Through the consulting engagement with Bob, senior management received a comprehensive business plan with accompanying 50 page scalable spreadsheet outlining market size and opportunity, operational challenges and requirements, investment requirements and ROI, risk assessment (including currency and inflation) and alternative scenario planning.
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Unica, Inc., a public $100M+ eCRM software solutions company, needed assistance to get its OutlookSoft/SAP CPM working to support its Budget reporting needs. Read More (PDF)


Marathon Technologies, Inc. needed to create an annual operating plan and reporting system in time to support its Board and new funding requirements. With F.A.C.T.S assistance, the Finance team was able to quickly replace their complex Excel model with Adaptive Planning’s BPM solution and develop the systemic reporting processes to report actuals vs. budget. Read More (PDF)


Placemark Investments, Inc. wanted to enhance an outmoded BPM implementation to support its operational reporting needs and revise its planning model. Read More (PDF)


iTaggit, Inc., an early-stage Web 2.0 company to manage subscribers valued collectibles, enlisted F.A.C.T.S to develop a revenue reporting module to present to its Board of Directors. Read More (PDF)

Boathouse Group, Inc. needed to integrate its Clients and Profits project reporting system with a financial planning solution to track project/task/client performance against budget.
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Additional Clients
Before founding F.A.C.T.S., Bob Katz held senior financial and operations positions/assignments with the following Fortune 500 corporations, organizations and consulting clients:

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