For finance, IT, and data leaders

The systems behind confident business decisions.

Grandview turns enterprise data into decisions you can trust — combining deep financial-planning expertise with the engineering power to connect, modernize, and scale it.

Steve Johnson - COO & Partner
Steve Johnson
COO & Partner · Grandview Corp
Our approach: connect the boardroom’s questions to the systems that can actually answer them.
Technology ecosystem:
IBM Gold Business Partner
Red Hat
Motio
Microsoft
AWS
01 / Certified Ecosystem. IBM Gold Partner. Deep Planning & Analytics Expertise.
01

Deep finance expertise. Connected data. More value from your existing tools.

Since 2017, Grandview has combined IBM Planning Analytics, Cognos, and FP&A expertise with data integration and engineering. As an IBM Gold Partner, we help you decide what to extend, modernize, or replace — starting with the business outcome.

IBM Gold Partner
IBM Gold Business Partner

Planning & Reporting You Can Trust

Get more from Planning Analytics and Cognos. Our Cognos/Planning Analytics Documenter helps explain existing models and reports, so your team can assess changes with a clearer view of dependencies.

Planning Analytics (TM1) Cognos Analytics watsonx.governance IBM Z
Motio Technology Partnership

Control Change in Your Reporting

Bring testing and change control into your Cognos reporting workflow. Agree what needs to be checked, review differences, and give report owners a clear basis for approving releases.

MotioCI & MotioPI Automated Regression Audit Trails
Red Hat Technology Partnership

Modernize Around Business Priorities

Assess how hybrid-cloud infrastructure can support the systems your business depends on. Connect architecture choices to operating needs, lifecycle risk, and total cost of ownership.

OpenShift Virtualization KubeVirt Ansible Automation
02 / The Modernization Reality. Disconnected Systems. Undocumented Models. Slower Decisions.
02

ENTERPRISE PAIN POINTS.
REAL PROBLEMS. REAL IMPACT.

Disconnected systems, undocumented models, and data silos leave even well-invested organizations information-starved. We diagnose the business problem before prescribing a platform change.

01
ENTERPRISE PROBLEM

When only one person understands the planning model, forecasts and the close depend on them. Document the rules and dependencies before extending or modernizing it.

OUTCOMES THAT MATTER
Trust
MORE CONFIDENT FORECASTS

Use the Cognos/Planning Analytics Documenter to make model logic visible and plan agreed validation checks.

02
ENTERPRISE PROBLEM

Conflicting reports and manual reconciliations consume time while existing tools deliver less value than expected. Assess what to retain, connect, or retire.

OUTCOMES THAT MATTER
Value
LOWER TOTAL COST OF OWNERSHIP

Build the business case from your actual costs, reporting needs, and the technology you already own.

03
ENTERPRISE PROBLEM

Disconnected ERPs and delayed extracts leave teams working from different operational pictures. Map the data flows needed for a shared view of the business.

OUTCOMES THAT MATTER
Flow
A SHARED OPERATIONAL VIEW

Connect source systems, agree data freshness requirements, and assess the impact on daily operations.

04
ENTERPRISE PROBLEM

AI cannot resolve unclear definitions or unreliable source data. Establish ownership, approved inputs, and review criteria before using AI to support business decisions.

OUTCOMES THAT MATTER
Clarity
REVIEWABLE BUSINESS DECISIONS

Trace inputs, test outputs, and define when human review is required.

TM1 & Financial Architecture Cognos to Fabric Modernization Mainframe CDC Streaming Enterprise AI Governance
↗ EXPLORE OUR BI PRACTICE
End-to-end delivery for planning, analytics & performance platforms.
03 / Use Cases & Scenarios. Business Questions. Practical Applications.
03
USE CASES

Your business questions.
Practical ways to move forward.

Explore application scenarios for planning, reporting, and connected data. Each starts with a business question and a clear way to assess progress.

Ai Governance application scenario
BUSINESS GOAL Trust REVIEWABLE DECISIONS

Define trusted inputs, evaluation checks, and human oversight before extending AI into business workflows.

AI GOVERNANCE

Build a trusted data foundation for AI-assisted decisions.

01
Start with the business decision

Identify where AI could help your team and define how the usefulness of its answers will be assessed.

02
Connect approved business data

Map the sources, definitions, and access rules needed to ground AI outputs in your organization’s information.

03
Make outputs reviewable

Test relevant scenarios, record exceptions, and define when a person must review an answer.

04
Keep ownership clear

Agree who manages the data, reviews model changes, and approves use in business workflows.

04 / Validation Before Migration. Defined Scope. Reconciled Results. Informed Decisions.
04
Rusty Pennington
Rusty Pennington CFO & Partner · Grandview

Before we change the platform, we need to agree what the numbers must prove — and who is accountable for signing them off.

05 / Coexistence Architecture. Connect Existing Investments to New Business Value.
05
ARCHITECTURAL FRAMEWORK

Keep the core. Build what comes next.

Keep the systems that work. Connect planning, reporting, and operational data so leaders can answer business questions without defaulting to a full platform replacement.

An existing core connected through a blue coexistence bridge to a modern data platform.
Preserve the coreConnectExtend
LAYER 01 PRESERVE WHAT WORKS

Mission-Critical Core Systems

Decades of battle-tested business logic, ledger transactions, and multi-cube rule models that run the enterprise.

IBM Z Mainframe (z/OS) IBM i (AS/400) IBM TM1 / Planning Analytics IBM Db2 & Teradata
Preserve Existing Business Logic
Isolate New Platform Changes
LAYER 02 INTEGRATION LAYER

Connected Data & Validation

Log-based change capture, calculation comparison, and semantic mapping between existing systems and modern platforms.

Log-Based CDC (Kafka / Qlik) Calculation Regression Tests Cognos Semantic Bridges Red Hat OpenShift Pipelines
Traceable Data Movement
Reviewable Calculation Differences
LAYER 03 ENTERPRISE CLOUD

Modern Consumption & Lakehouse

A shared view of performance, self-service reporting, and governed data access for finance and operational decisions.

Microsoft Fabric & Power BI Snowflake Lakehouse IBM watsonx.data (Iceberg) Governed AI Workflows
Governed Business Data Access
Reusable Open Data Formats

Ready to map your coexistence architecture?

Start with your business question. Map dependencies, assess existing investments, and agree the integration approach, data freshness, and validation coverage your systems need.

06 / Business Solutions. Insurance & Financial Planning.
06

One business case. Every stakeholder aligned.

Align Finance, Technology, and Operations around the outcomes that matter in your most critical workflows.

P&C INSURANCE & REGULATED WORKFLOWS

Connect claims, reserves, and risk.

For actuarial, risk, and claims teams seeking a clearer view of reserve movements. Connect claims data and model assumptions, then assess the integration approach your core systems can support.

Trust Traceable Reserve Decisions
Insurance loss adjuster inspecting storm damage at a commercial property.
Property & casualty insurance Connected claims. Informed reserves.
ACTUARIAL PLANNING

Chief Actuary

Your priority: understand reserve movements and the assumptions behind them.
  • Traceable reserve calculations: Reconcile actuarial models with the underlying claims data.
  • Visible assumptions: Compare scenarios and explain reserve movements.
  • Agreed data freshness: Set update requirements around actuarial decisions.
Trusted inputs. Traceable reserve decisions.
CLAIMS OPERATIONS

VP Claims Operations

Your priority: resolve claims exceptions with a shared operational view.
  • Connected claims workflows: Bring operational data together across source systems.
  • Reviewed system impact: Assess capture methods and workloads before implementation.
  • Clear exception ownership: Give teams a shared view of issues and next actions.
One operational view. Clear ownership of exceptions.
RISK & GOVERNANCE

Chief Risk Officer

Your priority: trace the data and controls behind risk reporting.
  • Documented lineage: Map data from source transactions to reporting outputs.
  • Reviewable controls: Agree checks, access permissions, and sign-off responsibilities.
  • Governed AI use: Define approved data, evaluation criteria, and human oversight.
Understand the source. Review the decision.
07 / Our Team. U.S.-based expertise from strategy through delivery.
07
THE GRANDVIEW TEAM

Senior expertise.
Accountable from strategy through delivery.

Grandview is a U.S.-based consulting firm bringing financial planning, analytics, integration, and engineering together. The people who shape the strategy stay connected through solution design, implementation, and ongoing improvement.

ONE GRANDVIEW TEAM

The people shaping the work stay close to delivery

Client directors, consultants, project managers, and engineers work around one roadmap with clear ownership and direct client access.

Steve Johnson
Steve Johnson
COO & Partner
Delivery Operations · Business & Engineering Coordination
Rusty Pennington
Rusty Pennington
CFO & Partner
Financial Leadership · Business Case & Investment Decisions
Rochelyn Sy
Rochelyn Sy
Principal Consultant · Sr. Client Director
Planning & Analytics · Client Strategy & Delivery
Shawn Amick
Shawn Amick
Client Director
Strategy · Solution Design & Execution
Eric Halling
Eric Halling
Technical Project Manager
Technical Requirements · Engineering Alignment & Dependency Management
01
Senior Expertise

Experienced specialists stay close to the work from discovery through implementation.

02
Direct Access

Work directly with the people responsible for your planning models, integrations, and outcomes.

03
Clear Working Cadence

Set a practical rhythm for reviews, decisions, progress updates, and escalation.

04
Clear Ownership & Controls

Define access, documentation, decisions, and ownership as part of the engagement.

08 / Diagnose. Deliver. Improve. Clear Scope. Visible Progress. Accountable Delivery.
08

Prove the value. Then scale with confidence.

Built for finance, IT, and data leaders at $100M–$2B+ organizations. Start with a scoped diagnostic, then advance through agreed milestones with clear deliverables and a decision at every stage.

STAGE 01 FIXED SCOPE · AGREED FEE
START WITH DIAGNOSIS

Diagnostic Sprint

Start with the business question. Assess models, data flows, and existing investments, then agree priorities and an evidence-based plan.

TANGIBLE CLIENT DELIVERABLES:
  • Current-State & Risk Assessment Map critical models, reporting dependencies, and the gaps affecting decisions.
  • Investment & Value Assessment Compare total cost of ownership and the value of extending existing tools.
  • Scoped Delivery Roadmap Agree deliverables, acceptance criteria, timing, and commercial terms.
STAGE 02 AGREED MILESTONES

Delivery & Validation

Your advisory and engineering team builds the agreed solution, uses relevant accelerators, and reviews results with business and technical owners.

CORE EXECUTION DELIVERABLES:
  • Model & Reporting Validation Compare agreed calculations and reports against a shared reference dataset.
  • Connected Data & Workflows Connect the source systems needed for trusted planning and reporting.
  • Reviewed Release Plan Agree release checks, operational readiness, and a rollback path.
STAGE 03 ONGOING · AGREED SUPPORT

Managed Takeover & Scale

Extend the platform as business needs change, with agreed support, performance reviews, and documented ownership of models and data flows.

ONGOING GOVERNANCE DELIVERABLES:
  • Agreed Support & Service Levels Define coverage, response expectations, and support for critical reporting periods.
  • Continuous Performance Optimization Review performance, model design, and changing business requirements.
  • Knowledge & Code Transfer Documented models, source code, and operational runbooks handed over to your team.

BRING YOUR PLANNING CHALLENGE

Tell us what’s slowing your team down or what you want to achieve. GrandView brings finance, data and technology expertise to help you work through the options.

Talk to our team
Rochelyn Sy
Rochelyn SyPrincipal Consultant
IBM Gold Business PartnerPlanning Analytics & TM1 expertise