Robertson’s Planning Transformation with Spitfire Analytics

Robertson is one of the UK’s largest independently owned construction and infrastructure businesses, made up of 22 companies and over 2,200 employees. With complex operations spanning multiple regions, they needed a smarter way to manage financial planning and reporting, one that could replace disconnected spreadsheets and manual processes with something a little more sane.

50%

50% Reduction in planning time

3 into 1

3 Finance systems consolidated into 1

1 Unified platform for forecasting, reporting, and analysis

The Challenge

Before partnering with Spitfire Analytics, Robertson’s finance team faced some all-too-familiar frustrations:

Reports had to be manually pulled from three separate finance systems
Version control was a constant headache, with spreadsheets flying back and forth
Manual entry and duplication were slowing down every stage of planning and reporting
Forecasting was more about firefighting than forward-thinking

The Solution

To take the weight off their shoulders, we implemented IBM® Planning Analytics, a powerful platform tailored to bring control and clarity to complex financial environments.

Here’s what changed:

All data sources were brought into a centralised, automated reporting system
Forecasting and analysis were streamlined, removing the manual guesswork
Automated reports were set up for faster, more accurate insights
The finance team could finally move away from reactive reporting and focus on strategic decision-making