Modelling case study

Forecast Model Rebuild

Driver-based planning after expansion

Driver-based planning after logistics capacity expansion.

After opening a second warehouse, management needed a model that connected utilisation, headcount, and capex to cash — not only P&L.

Sector: Logistics & storageDuration: 8 weeksService: Strategic modelling

Problem

Legacy spreadsheets could not flex capacity scenarios; board debates stalled on conflicting versions.

Approach

We designed a driver-based model with utilisation bands, wage and contractor logic, and explicit capex timing. Training sessions covered updates and version control.

Outcome

Board approvals for hiring and equipment proceeded with shared assumptions. Cash warnings appeared two quarters earlier than prior tools had shown.

Outcome

Management gained clearer visibility for board and banking discussions, with models and reporting rhythms the internal team could maintain after handover.

Related work

Representative engagements illustrating how we deliver similar outcomes.

Frequently asked questions

Why rebuild after warehouse expansion?

Legacy spreadsheets could not flex utilisation and capex scenarios for board decisions.

Was training included?

Yes — sessions on updates, drivers, and version control for the internal team.

GLENLYON ADVISORS PTY LTD · ABN 78 633 141 465 · Corporate finance and management support · Level 2, 2 Gardner Close, Milton QLD 4064, Australia