Our Clients

Global Advanced Metals  To migrate their ERP system from JD Edwards to Pronto Xi, FACTS was retained by GAM as project manager to implement at their US operations in PA and Japan. Due to the existence of another MRP system, it was clear that to meet tight project deadlines, a change in strategy was needed.

Office of the Inspector General
FACTS was engaged by the Office of the Inspector General, State of Massachusetts, to review MBT RIDE paratransit program for opportunities for cost and operating efficiencies, revenue enhancements or other service changes and to identify risks of possible fraud, waste and abuse of public funds. Read the report

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)

BoathouseGroup, 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)

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