Brand New Day streamlines budgeting and reporting with Vena

From Excel models to a scalable, structured budgeting process 

For many years, Brand New Day relied on Excel‑based forecasting and ad‑hoc financial processes and decision-making. While Excel provided flexibility, it became increasingly difficult to scale, slowed down onboarding, and increased the risk of errors, which in turn affected the speed and reliability of financial decision-making. 

To support continued growth, the organisation needed a modern, structured, and scalable solution for budgeting and reporting, while still preserving the familiar Excel experience for the finance team. 

The challenges 

• Excel dependency: A fragmented, error-prone three-year forecasting model. 
• Ad-hoc processes: Lack of structure made tracking and repetition difficult. 
• Scalability: Organisational growth required a robust, future-proof solution.
• User adoption: Any new tool had to be intuitive and familiar to finance staff.

The solution 

In collaboration with cpmview, Brand New Day implemented Vena Solutions as their new budgeting and reporting platform. Key outcomes included: 

• Structured, repeatable processes for forecasting and reporting.  
• A scalable setup that supports growth and onboarding of new team members.  
• An Excel-native interface to ensure smooth adoption by the finance team.  
• Significantly reduced errors thanks to controlled and reliable data flows. 

Why the process worked 

The project’s success was driven by a strong partnership and clear focus:  

• Shared goals: Both teams remained aligned on outcomes throughout the project.  
• Co-creation: Solutions were developed collaboratively, not handed over in isolation.  
• On‑site collaboration: Working together at cpmview’s office supported focus and momentum.  
• Knowledge building: Brand New Day invested in Vena training, enabling independence and smarter decision‑making. 

“It didn’t just feel like a project, it felt like building something meaningful together.” 

The results 

• Efficient processes: Clear steps and no unnecessary delays. 
• On budget: Predictable financial decisions with no surprises. 
• Fast delivery: Short lead time thanks to focused collaboration. 
• Positive experience: Open communication, mutual respect, and strong partnership. 

“A focused collaboration that delivered exactly what we needed – on time, within budget, and with confidence to continue.” 

Why choose cpmview? 

Brand New Day selected cpmview for their expertise in Vena Solutions and long-term partnership approach: 

• Focus on sustainable, scalable solutions, not just quick implementation. 
• Thorough preparation to clarify goals and context, building a solid foundation. 
• A pragmatic and honest partner providing structure, vision, and expertise.