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.
Read More
(PDF)

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.
Read More (PDF)
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:
- Digital Equipment Corp./Compaq Computer Corp.(computer hardware/software/software)
- Schlumberger Ltd (measurement and controls, oilfield services)
- Brooks Automation (semiconductor automation hardware/software)
- AMAX, Inc. (mining/oil/aluminum)
- W.R. Grace (chemicals)
- Martin Marietta (now Lockheed Martin) (aerospace/aggregates)
- Ingersoll Publications (newspapers/advertising)
- United Nations (non-profit)
- Parsons Consulting (consulting)
- Pentad Group (consulting)
- Entrepreneurial Resources Group (interim/consulting)
- Financial Planning Association (FPA)

