Story
Tata Motors Standardizes Financial Planning on Intuit
Tata Motors, a consumer discretionary organization in India, uses QuickBooks from Intuit to support planning and forecasting for FP&A.
Value results
| Category | Value result |
|---|---|
| Capability | Financial planning can be reviewed without waiting on a personal export |
| Capability | Named workflow replaces ad hoc routing for financial planning |
| Capability | Planning and forecasting stays visible to adjacent teams through QuickBooks |
Story
Consumer Discretionary work at Tata Motors spans more than one site, even when headquarters sits in India. Financial planning was splitting across regional habits. FP&A asked for a shared way to run planning and forecasting without freezing local judgment.
Intuit (QuickBooks) is what they standardized on. Intuit builds financial software for consumers and small and midsize businesses, including QuickBooks, TurboTax, Mailchimp, and Credit Karma. Tata Motors uses it as the system of record for financial planning, with FP&A as the primary operators and other groups coming in through the same queue.
Leaders get a picture they can actually walk. Teams get fewer mystery statuses. The story is about operating change, not an unpublished percentage.