Volkert, an infrastructure engineering firm, is pursuing a major new project opportunity in a new geographic market. To ensure the project maintains key performance indicators like multiplier, overhead, utilization, and profitability, Volkert built a financial model using 9Dots' onePlan platform. The onePlan model pulls in data from Volkert's Vision system like revenue forecasts, labor utilization, and staffing plans to automatically generate rolling 12-month income statement projections. The model allows Volkert to analyze how changes to variables like revenue timing or staffing impact finances and helps obtain approvals from leadership. The onePlan platform eliminates the need for manual data consolidation and complex Excel modeling.

1. 9Dots Management Corp, LLC

2. Leveraging Data to
Manage Change
Modeling What-if’s with a Built Out Financial Model on a BI Platform
(onePlan)

3. Mike Sampson
Volkert
John Florio
9DOTS
Mike Marotta
9DOTS
Presenters
3

4. Presentation Agenda
Defining the
Opportunity
Question
Understanding the
Challenges
KPIs
Analysis
(onePlan)
Value (onePlan)
Questions
About Us
4

5. The Opportunity
• A major project opportunity
• New geographic market
• The scope of the work is massive
5

6. The Question
• How do we maintain the required Key Performance Indicators
necessary to achieve desired profitability?
• How do we staff appropriately?
6

7. The Challenge
• Maintaining project specific metrics outside of the “normal” business
model in light of changing variables
• The nature of the project will yield a smaller than usual multiplier
• The schedule of the work is controlled by a third party
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8. Key Performance Indicators
• Multiplier
• Overhead
 Utilization
• Profitability
8

9. Volkert’s onePlan Model
Analysis & Value
9

10. Top Down Revenue
• The project manager schedules out revenue by month based on
 Knowledge of the project
 Volkert’s billing cycle
 Interactions with the other stakeholders (3rd parties) on the project
10

11. Top Down Revenue
11
SAMPLE

12. Labor Utilization
• The Department Head reviews historical utilization by employee and
updates utilization by employee for future months as needed
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13. Labor Utilization
13
2.25
2.25
2.25
2.25

14. Staff Planning
• The Department Head schedules out planned New Hires,
Terminations, Employees cross charging into or out of the profit
center
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15. Staff Planning
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16. Business Unit (P&L) Planner
• The Accounting Department reviews fringe benefits, other overhead
and cost allocations based on the revenue and labor inputs received
from the Project Manager/Department Head and adjusts as needed
based on historical trends and changes in revenue and labor
volume
16

17. Business Unit (P&L) Planner
17

18. P&L Income Statement
• The analysis is updated quarterly at least until the end of the year
 Rolling 12 months
• The updated model is then approved by Regional COO, Corporate
COO, and the CEO
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19. P&L Income Statement
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17%
17%
100%
100%
14%
14%
2.25
2.25
88%
88%
1.98
1.98
-1%
-1%
123%
100%
14%
14%
2.21
2.21
74%
74%
1.64
1.64
12%
7%
99%
100%
14%
14%
2.24
2.23
79%
79%
1.77
1.76
18%
12%
99%
100%
14%
14%
2.25
2.24
85%
80%
1.91
1.79
18%
13%
98%
100%
14%
14%
2.25
2.25
88%
83%
1.98
1.89
18%
14%
95%
100%
14%
14%
2.26
2.25
92%
86%
2.08
1.93
18%
15%
96%
100%
14%
14%
2.27
2.25
93%
87%
2.11
1.94
19%
15%
96%
100%
14%
14%
2.25
2.25
94%
88%
2.12
1.98

20. The Value in onePlan
Automatically
updates from Vision
Rolling 12-month
utilization averages
& staff changes are
loaded into onePlan
through a refresh
process
Data needed to
update the model is
available within one
day of closing the
previous month
Data does not need
to be downloaded
from multiple
places in Vision &
consolidated into a
spreadsheet
through processes
that require Excel
expertise
The model is built
for the entire
company & is used
to forecast financial
information based
on different
variables that exist
in the different
geographic markets
& service type
disciplines that
Volkert serves
Data Pay Rates Availability
No Excel
Expertise
Unique
Model
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21. Questions?
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Mike Sampson
Volkert
John Florio
9DOTS
Mike Marotta
9DOTS

22. About Us
9Dots Management Corp, LLC
9DOTS is a company dedicated and driven to
solving business challenges with data and
analytics. Our team of out-of-the-box thinkers
have experience building enterprise-wide
solutions for various industries--including
Architecture & Engineering. Organizations benefit
with better, actionable information that empowers
businesses to grow their business.
For more information, please visit/call:
www.ixdots.com | 610.682.6220
Volkert
Volkert, Inc. is an employee-owned infrastructure
engineering firm serving state and federal
agencies, local and municipal governments,
private industry and select international clients.
Founded in 1925, Volkert’s growth from a
regional engineering firm has matured to include
a national client base. Ranked as one of the top
U.S. engineering firms, Engineering News Record
list Volkert as #98 in the Top 500 Design Firms in
the United States.
The firm’s staff of 800 includes planners, multi-
disciplinary engineers, construction engineers,
environmental specialists, program/construction
managers, real estate specialists and landscape
architects.
Headquartered in Mobile, Alabama, Volkert has
offices in 10 states and the District of Columbia,
with experience and/or professional registrations
throughout the United States.
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