About the Business Terri has been running a small bookkeeping business for five years, growing from...
Sentient Computing takes its revenue forecasting to the next level with OpsAdvisor.
Sentient used OpsAdvisor’s recommendations to create a more structured and data-driven approach to financial planning. By integrating OpsAdvisor’s suggestions into their workflow, Sentient aligned their sales pipeline management with project forecasting. This led to better accuracy, improved decision-making, and stronger team collaboration.
From Traditional Forecasting to AI-Driven Precision
In the past, Sentient Computing’s quarterly revenue forecasting relied on individual estimates created by Value Stream Leaders (VSLs). These estimates used confidence levels to predict future revenue and incorporated an approach to embed each VSLs industry knowledge. Whilst adequate, the approach lacked consistency and a structured framework to assess the reliability of the resultant forecasts.
With OpsAdvisor’s guidance, Sentient changed its approach. They integrated their CRM for sales pipeline tracking and WFM (Workflow Max) for project tracking. The new forecasting process follows a systematic, data-backed structure:
- Capturing Real-Time Data – Using WFM to track purchase orders and the CRM to monitor deal progress.
- Ensuring Consistency – Standardised pipeline stages in the CRM provide a unified approach to sales forecasting across all value streams.
- Improving Decision-Making – By constantly checking revenue forecasts against margin targets (≥20%), teams can quickly accelerate sales chances when needed.
- Company-Wide Alignment – Combining forecasts from all areas of the business gives a complete picture of financial performance, making sure everyone’s on the same page.
The Impact: A Smarter, More Sustainable Approach
A key result of incorporating the forecasting processes into existing business processes, backed by the relevant data & systems, is that the process becomes more accurate and sustainable. Changes captured during routine sales and project activities flow through into the forecasts, generating smarter, more reliable estimates of future revenue.
About Sentient Computing
Sentient Computing makes amazing VR training, 3D visualizations, process control, and automation solutions. They mostly work with the mining and resources industries, and they’re known for their creative, customized digital tools that help people learn and work more efficiently. They have VR training modules, equipment training, and data visualization, and they use cutting-edge technology to meet the needs of different clients in different industries.
About Precision Ops
Precision Ops helps business leaders continuously improve business performance with OpsAdvisor, an AI-powered advisory platform that gives leaders easy-to-follow advice for making operations better. OpsAdvisor makes it easier to make decisions, so businesses can focus on what really matters—growing and performing well.
