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A strategic framework that maps every process, metric, and data flow across an organization — connecting corporate goals to frontline execution and aligning business outcomes to Enterprise Performance Management (EPM) use-cases. This portfolio showcases real-world deployments across industries, company sizes, and use cases.
The Blueprint is a structured visual framework that captures the full planning landscape of an organization — from strategic goals down to tactical metrics — organized by business function. It serves as a living operating system for connected planning.
Every blueprint shares the same foundational anatomy: columns represent business functions (Sales, Marketing, Operations, Finance, HR, IT, etc.), while rows represent planning horizons (Strategic, Operational, Tactical). Corporate goals sit at the top, driving alignment down through the entire organization.
The key insight: data flows bidirectionally — a change upstream ripples downstream, and a metric shift at the tactical level surfaces strategically. The Blueprint makes this invisible architecture visible.
One of the most comprehensive deployments in our portfolio — five distinct blueprints built for Akamai, each targeting a different strategic lens of the same organization.
The full enterprise view — every function from Sales & Channels to Finance & IT, mapped across all three planning horizons. This serves as the source of truth for all derived blueprints.
The foundational version that launched the engagement — establishing the full taxonomy of metrics across Sales, Operations, Marketing, Product, Customer Services, HR, and Finance.
A seller-centric overlay highlighting the metrics and data flows that matter most to the sales organization — volume, cross-sell, competition, and channel performance.
Highlights the Supply Chain and Operations planning thread, showing how demand signals propagate from Sales through to capacity, cost, and throughput management.
Focuses on the HR and workforce planning thread — wages, incentives, turnover — and how headcount drives operational capacity across the enterprise.
Banking, insurance, and payments — blueprints that integrate regulatory, risk, and customer experience dimensions unique to financial institutions.
A full-enterprise blueprint for a regional bank, spanning Sales, Marketing/Partnerships, Operations/Customer Service, Risk Management, HR, and Finance & IT. Uniquely includes a Risk Management column rarely seen outside financial services — tracking compliance, exposure, and assessment metrics at every planning level.
Built for an insurance carrier, this blueprint features industry-specific financial metrics including Embedded Value (EEV), Economic Value Added (EVA), Risk Based Capital Ratio, and Asset-Liability Matching. Functions include Actuary & Risk, Investment, and Claims & Operations — tailored entirely to the insurance operating model.
A payments-network blueprint tracking card issuance, merchant network growth, financial institution partnerships, and transaction volume. Spans Sales & Business Development, Services, Development, Operations/Risk & Security, Finance, and HR — reflecting VISA's unique role as a two-sided network platform.
From discount retail to trade promotion — blueprints that connect merchandising, supply chain, store operations, and consumer insights.
One of the most detailed retail blueprints in the portfolio. Anchored by 2023 strategic imperatives at the top (Productive Sales Growth, Operating Efficiency, Technology Investment, Culture), it maps seven functions: Supply Chain, Store & Omni-channel, Merchandising, Human Capital, Real Estate, IT, and Finance.
Purpose-built for consumer goods companies managing trade promotion and retail relationships. Functions span Finance, Corporate Marketing, Trade Promotion, Demand & Merchandising, Retailer, and Consumer — simultaneously modeling both the manufacturer's and retailer's perspective.
The B2B counterpart to the B2C RGM blueprint — same structural framework, but metrics reoriented for business customer relationships. Demonstrates how the blueprint architecture flexes across business model variations within the same industry.
High-tech companies with complex product, engineering, and customer success functions alongside traditional business operations.
Built for one of the world's leading semiconductor foundries. The Manufacturing column features fab-specific metrics: yield, cycle time, capacity, WIP management, and equipment utilization — rarely seen outside the semiconductor vertical.
Uses the Business Foundation "Periodic Table of Business" visual format — performance markers organized in element-style tiles rather than a traditional grid. Ideal for clients who prefer a more visual, less tabular presentation.
The Business Foundation framework configured for Citrix's enterprise software business — with SaaS-relevant metrics across market penetration, sales billings, customer retention, and partner channels.
A generic reference architecture blueprint illustrating the full scope of connected planning across an enterprise — seven functions including Executive & General Management. Serves as a starting template for new client engagements.
Health plans and medical management organizations with member, clinical, and financial metrics intertwined.
A distinctive whiteboard-style discovery blueprint — hand-drawn and annotated — representing the early-stage mapping session for HealthNet. Organized around three strategic levers (Market Leverage, Financial Leverage, Operational Leverage). The hand-drawn format illustrates how the Blueprint is often born in a collaborative workshop before being digitized — making it a powerful artifact of the discovery process itself.
Industrial and operational businesses where supply chain, production, and physical-world metrics dominate the planning landscape.
Built for Archer Daniels Midland, one of the world's largest agricultural processors. Uses the Business Foundation Periodic Table format, organizing metrics across earnings, market share, geographic variance, and demographic performance.
An evolved version of the ADM blueprint incorporating Hyperion EPM integration — demonstrating how the Blueprint maps directly to a client's existing technology stack and connects metric structure to Oracle Hyperion planning modules.
Spans Business Dev & Commercial, Manufacturing/Production, Supply Chain/Feedstocks, Clean Products, HR & HESS (Health, Environment, Safety & Security), and Finance & IT. The HESS column — unique to energy — demonstrates the framework's vertical adaptability.
A beverage distribution blueprint that extends the standard grid with additional layers: Data Sources, Dimensions, Plan Types, and Management Reports — connecting directly to Anaplan model architecture and making it uniquely actionable for implementation teams.
Demonstrating that the Blueprint framework transcends the private sector.
A compelling proof point that the Blueprint methodology applies equally to public sector organizations — mapping government agency functions, budget planning, service delivery, and citizen outcomes across all three planning horizons.
While every blueprint shares the same foundational logic, deployments vary significantly based on client maturity, use case, and objective. Here are the seven key variation types seen across this portfolio.
The full organizational view — all functions, all planning horizons. Used as the strategic "map" of the entire business.
One or two columns elevated in detail — used when a specific team or initiative needs deeper clarity within the broader enterprise framework.
Columns and metrics tailored to a vertical's unique operating model — HESS for energy, EEV/EVA for insurance, yield metrics for semiconductors.
Extends the grid to show plan types, data sources, and system connections — bridging strategy directly to EPM implementation.
Corporate strategic imperatives explicitly anchored at the top, with lines of impact drawn down into functional metrics — reinforcing accountability.
An alternative visual using the Business Foundation "Periodic Table" style — element-tile layout for clients who prefer a modular, non-grid presentation.
Hand-drawn or rough-draft blueprints created during live facilitation — capturing the energy of discovery and serving as a workshop artifact.