MindStream Analytics

BACKGROUND

Introduce your business and what you do there.

I’m the senior manager of financial planning and analysis (FP&A) at Integrity, an insurtech company that offers comprehensive life, health, and wealth planning solutions to help over 10,000 Americans each day prepare for the good days ahead.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with MindStream Analytics?

We needed help with a complete redesign of several functions for financial reporting.

SOLUTION

What was the scope of their involvement?

MindStream Analytics has been involved in reviewing our current system and completely overhauling it. The team has aligned our finance cube and revenue forecast cube, rebuilt our revenue cube with relevant modeling, and built our operational expenditure (OpEx) forecasting from the ground up. MindStream Analytics has also created a period 13 reporting function and overall planning and budgeting that includes general ledger (GL) forecasting, topside adjustments, risks, and opportunities with descriptions of OpEx, which has never been done in our organization.Moreover, MindStream Analytics has provided additional training for our FP&A analyst team, which is a brand-new function that has been built from the ground up. The team has delivered admin documentation, new system builds, rebuilt functions, training materials, and ongoing support post-go-live.

What is the team composition?

We’ve worked with 2–5 teammates from MindStream Analytics.

How did you come to work with MindStream Analytics?

We found them through a referral. We chose them over other options because they were a great culture fit and offered good value for the cost.

What is the status of this engagement?

We worked together from October 2024 to July 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

MindStream Analytics has provided us with the ability to forecast and do variance reporting versus budget and forecast. The team has provided a more robust model and utilization of fragmented data sources and a solution to an organizational challenge for driver-based data tying to financials.

How did MindStream Analytics perform from a project management standpoint?

MindStream Analytics’s project management was fantastic; they deliver on time. We communicate via in-person meetings, virtual meetings, and email or messaging apps.

What did you find most impressive about them?

MindStream Analytics’s ability to understand the industry and our organization and provide workable solutions given our challenges is impressive.

Are there any areas they could improve?

I don’t think there’s anything they can improve on.