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Clearer Insights.
Confident Forecasts.
Decisions You Can Act On.

Lodestar Solutions helps executive teams move beyond spreadsheet chaos, misaligned teams, and forecasts no one fully trusts by combining strategic and leadership alignment, bespoke planning models, and IBM Planning Analytics and IBM Cognos Analytics.

IBM GOLD
Partner & Reseller

Mid-Market
Specialists

Proven Solutions.
Measurable Results

Training That
Empowers Teams

Strategy. Software.
Success in 8-12 weeks on average.

When planning and reporting breaks, leadership feels it everywhere

Spreadsheets are slowing you down. Forecasts miss the mark. Your team spends more time chasing numbers than shaping the future.

The result is more rework, less confidence in the numbers, and missed opportunities.

Where Are You on Your Journey?

Different starting points. Different challenges. We'll help you find the right next step.

We Are Outgrowing Spreadsheets

We Are Outgrowing Spreadsheets

Spreadsheets are slowing planning down and making it harder to scale. Discover how modern planning can improve visibility, speed, and confidence.

Explore Your Options
Deep IBM Expertise

Deep IBM Expertise

20+ years helping organizations succeed with IBM.

Leadership awarded IBM Champions.

We Use <br>IBM Planning Analytics

We Use
IBM Planning Analytics

Get more value from your Planning Analytics investment with support for upgrades, training, model improvements, licensing and optimization.

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Proven Results

Proven Results

Hundreds of successful engagements worldwide.

Typical IBM Planning Implementation is 8-12 weeks

We Use<br> IBM <br>Cognos

We Use
IBM
Cognos

Improve performance, modernize reporting and evaluate the right path forward for your IBM Cognos environment and analytics strategy.

Explore Cognos Services
Practical Guidance

Practical Guidance

Actionable recommendations you can trust.

Clients attend our Lodestar Quarterly User Groups to continuously learn.

We Need Alignment Before We Invest Further

We Need Alignment Before We Invest Further

Align leadership priorities and teams before making your next technology investment so your analytics strategy drives real business results.

Explore Strategic Alignment
Partner You Can Rely On

Partner You Can Rely On

Focused on your success at every step.

80% of our clients have been working with us for over 10 years

The Lodestar Solutions Executive Wheel

Start where you are, Lodestar helps mid-market leaders move beyond spreadsheet chaos, disconnected reporting and misaligned teams toward confident execution.

5-step Confident Execution cycle: align leadership, plan with confidence, report with clarity, adjust with insight, execute with focus
WHY IBM PLANNING ANALYTICS?

Built for the Speed, Complexity, and Confidence Modern Finance Requires.

At Lodestar Solutions, we believe IBM Planning Analytics is the planning solution companies need to lead into the future.

Model AI Investments and expected ROI

Run what-if scenarios for tariffs, taxes and trends

Improve trust in the numbers across leadership

Plan faster with modern scenario modeling

Extend planning beyond finance for a complete view of the future

See whether your tools, models, and planning process are built for what's next.

IBM Planning Analytics Planning Overview Dashboard
Results

Results that build trust, speed, and alignment

When planning improves, leadership feels it in the numbers, the conversations, and the speed of decision-making.

83%
less effort to forecast
75%
faster budgeting cycles
25%
more finance team capacity
85%
productivity increase in reporting
8-12
weeks to a live, team-owned planning model

Illustrative results from IBM Planning Analytics case studies. Actual results vary based on configuration and operating conditions.

Why Lodestar Solutions

We help finance leaders move from spreadsheet chaos to trusted planning by combining strategic alignment, bespoke models, IBM expertise, and practical AI readiness.

Strategic Alignment

Better planning starts with better alignment. We help leadership teams clarify priorities, assumptions, and ownership so planning becomes a business process, not just a finance exercise.

Bespoke Models

Your strategy is unique. Your planning model should be too. Most planning tools ask you to configure your business to fit their template. We build the model around how your business actually creates value, so it can tell you whether your strategy is working.

IBM Expertise

When IBM is the right platform, we help you get more from it through upgrades, modernization, SaaS migration, and model redesign.

Practical AI Readiness

We help finance teams modernize without automating confusion, using AI where it creates real value and supports better decisions.

Heather Cole Headshot
FROM PLANNING TO ALIGNMENT

Great planning and reporting still fall short when leadership alignment is missing

You may have powerful planning models, dashboards, and reporting - and still feel like execution is harder than it should be. In many organizations, the real constraint is not the tool, it is alignment.

That is why Lodestar partnered with Heatherized Inc. to deliver the Strategic Alignment Accelerator a focused executive program designed to strengthen alignment, clarify tradeoffs, and turn strategy into coordinated execution.

Microsoft Excel to IBM Planning Analytics
See it. Believe It.

Ready to build a planning system the business trusts?

Whether you want to build a better planning foundation from where you are today or get more value from IBM Planning Analytics and Cognos, Lodestar Solutions can help you move forward with greater clarity, alignment, and confidence.

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