What gets built
Planning systems, end to end. Five kinds of engagement, all of them builds.
Budgeting and forecasting
The core FP&A cycle. Annual budget, rolling forecast, long range plan, driver based where the drivers are real.
Revenue planning
Bookings to billings to revenue, built on the contract mechanics that govern recognition.
Workforce and operational planning
Headcount, cost and capacity wired to the financial plan, and to the HRIS and hiring systems.
Model review and rebuild
For a model that works but cannot safely be changed. Dependency map, findings, and a plan.
Retained build capacity
Enhancements, restructures and close support for teams without a builder of their own.
Plan against actual. What happens after the two separate is decided by the architecture underneath.
The Action Pivot Build Standard
Five stages, every build, every platform. The first two are signed off before a module exists.
Structure
Dimensions, hierarchies, grain and sparsity. This decides the size, speed and lifespan of everything above it.
Flow
Source to target, imports and integrations, traced end to end before anything is wired.
Logic
Calculations and dependencies built in layers, so any change has a knowable blast radius.
Experience
Modules, dashboards and workflow shaped around how the team runs a cycle.
Control
Naming, documentation, testing and governance, written while the build happens.
Platforms
Deep certification in two platforms, and actively building on the newer generation of planning tools. The right platform depends on the problem, and the reasoning comes in writing.
- consolidation spans many entities and currencies
- a planning centre of excellence already runs it
- years of custom logic are worth preserving
- the operating model is structurally stable
- the business restructures often
- the planning team is small and wants autonomy
- integration work is bottlenecked behind IT
- the planning function is being built now
Migration between platforms
Moving an estate means reading and translating years of logic in the model being replaced. Knowing the outgoing platform deeply is what makes the incoming one work.
Newer planning platforms
Modern planning tools go live in weeks rather than quarters. The architecture underneath still decides whether they survive the first restructure, and they get built to the same standard.
Vendor partnerships
Action Pivot works with planning platform vendors as an implementation partner: certified delivery capacity and a documented build standard, so implementations land the same way every time.
About Action Pivot
A US-registered LLC. Remote-first, working globally.
Action Pivot builds one thing: planning systems that hold up after handover. Every engagement runs against the Action Pivot Build Standard, so architecture is documented and signed off before construction, and certified build capacity is added as scope requires.
One standard, every build. The method does not change with the platform, the client, or who is available that month.
Whoever scopes it, builds it. A direct line between the conversation and the model.
Documentation is part of the build. Written as the work happens, not appended at the end.
Straight answers. You get the reasoning behind every recommendation, in writing, before a decision is made.
Led by
Datta Prakash Yadavalli
Anaplan Certified Solution Architect and Certified Model Builder. Pigment Certified.
Action Pivot LLC. Planning systems, built to the Build Standard.
Financial Systems Manager, ServiceNow. Built and ran the enterprise planning estate in production. Delivered across financial planning, topline revenue and workforce, set the model standards, and led design reviews on every build.
Senior Consultant, Enquero. Delivered planning builds for multiple Fortune 500 clients including Google. Financial planning, revenue, incentive compensation and territory and quota, at enterprise headcount. Rules-heavy models at enterprise headcount.
Financial services. A global credit ratings agency.
Founded 2026. The Build Standard is the experience above, written down, so the work does not depend on who turns up.
Ways to work together
Most engagements start with a conversation. Four shapes it usually takes, whether you are a finance team, a consultancy, or a platform looking for delivery capacity.
A system, built end to end
Scoped to the outcome you need, architected and signed off before construction, handed over documented.
Ongoing build support
Enhancements, restructures and close support for teams carrying a platform without a builder of their own.
Capacity for boutique firms
Subcontracted build capacity and named SME support for consultancies and platform partners carrying more work than builders. Your client relationship, your paper, our standard on the model.
The Groundwork Review
Fixed fee, two weeks. A written read on the model you already own: dimensionality and hierarchy assessed against the standard, a dependency map, data flow traced source to reporting, and findings ranked by change risk. Credited against the build if you proceed.
Questions
What can Action Pivot do for you?
Action Pivot builds and improves planning, forecasting and the data systems around them: financial planning, revenue, workforce, incentive and operational planning. The emphasis is on structure, calculation logic, usability and maintainability, so the system still works when the business changes.
What about time zones?
Action Pivot works flexibly across global time zones and accommodates distributed teams where needed.
What tools can we build in?
The deepest certification is in Anaplan and Pigment. Action Pivot actively partners with newer planning platforms, and builds appropriate custom systems where a packaged tool is the wrong answer.
How do we start?
With a conversation. Enough to understand the requirement, the current environment and the outcome you are after. No obligation either way.
What is the engagement model?
Flexible. Project-based builds, retained build capacity, subcontracted delivery for consultancies and platform partners, or the structured Groundwork Review. Whichever fits the problem.
Let's have a conversation
Tell me what you are planning or what has stopped working. You will get a straight read on it, whether or not there is an engagement in it.