MRO DistributionSourced

Case Study: Kimball Midwest cuts reporting time 85% with Planful AI

Kimball Midwest Case StudySourced & dated by Case Study Desk

Key facts · TL;DR

Company

Kimball Midwest

Industry

MRO Distribution

Challenge

40+ disconnected spreadsheets and a week-long budget deck build

Headline result

Kimball Midwest reduced budget reporting time about 85%, from ~7 days to 1, and now refreshes a 90-page budget deck in one click with Planful AI

Key results

85%

Reduction in budget reporting time

~7 days of prep to 1

40+

Spreadsheets consolidated

into one planning environment

~7 weeks

Implementation time

in time for the budget cycle

The challenge

Kimball Midwest's lean FP&A team connected more than 40 Excel sheets to build a single company view, and its 80- to 90-page budget deck took almost a week to compile before analysis could begin. Business partners across HR, sales, and operations relied on answers the team lacked time to produce.

The solution

Kimball Midwest implemented Planful in about seven weeks ahead of its budget cycle, unifying planning, reporting, and workforce data and adopting Planful AI Analyst and Planner Assistants.

“Planful has really allowed us to get into this strategic business partnering role.”
KW
Kevin Washek
Director of FP&A, Kimball Midwest

The results, in context

Budget reporting time dropped about 85%, from roughly seven days of preparation to just one, and the 90-page budget deck now refreshes with a single click. Kimball Midwest replaced 40-plus disconnected spreadsheets with one planning environment and uses Planful AI daily for variance analysis.

Products used

Planful Planful AIPlanful BudgetingPlanful ReportingPlanful Workforce PlanningPlanful Dynamic Planning