Incro

BACKGROUND

Please describe your company and position.

I am an executive at Meritoros SA

Describe what your company does in a single sentence.

Currently our company comprises over 170 specialists who provide complex accounting and HR & payroll services in 7 cities in Poland. In our work we operate on our established values, paying special attention to the satisfaction of our clients, while fulfilling our duties with the highest engagement and to the highest standards. We work with the newest technologies and we have expertise in many accounting systems.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Incro to accomplish?

• Building budgeting tools
• Building tools for comparing plans with execution
• Automating KPI's calculation

SOLUTION

How did you find Incro?

• Online Search
• Referral

Why did you select Incro over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from Incro were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Created a complete tool for budgeting, checking execution and calculating KPIs. The tool handles a complex, multi-departmental organizational structure, ensuring appropriate access levels.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Reduction of time required for the budgeting process by 40% compared to previous methods
Shortening the budget execution reporting time from two weeks to 1-2 business days
Automation of KPI calculation, reducing work time by 70% and eliminating manual calculation errors
Increasing the accuracy of budget forecasts by 25%
Lowering administrative costs associated with budgeting processes by 30%
Implementation of the system in 95% of organization's departments within the first 2 months
Training 90% of key users within the first month of implementation
Shortening management decision-making time by 35% thanks to access to current data.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Each stage was completed on time, with a great understanding of the client's needs.

What was your primary form of communication with Incro?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The most impressive thing was that Incro employees perfectly remembered all arrangements and implemented them exactly as the client wished.

Are there any areas for improvement or something Incro could have done differently?

No, everything was correct.

BACKGROUND

Please describe your company and position.

I am the CEO of UP.HOUSE

Describe what your company does in a single sentence.

Industry portal / Saas

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Incro to accomplish?

• I hired Incro to create a financial plan
• To organize my finances and have a clear strategy for the future

SOLUTION

How did you find Incro?

presentation

Why did you select Incro over others?

• Great culture fit
• Company values aligned

How many teammates from Incro were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We started with an analysis of my startup’s assumptions to better understand its financial needs and goals. Next, we developed potential financial scenarios, considering different growth options for the company. The next step was to create a detailed financial plan, outlining the necessary actions to achieve stability and growth. The final outcome is a custom-designed Excel sheet, tailored specifically to my business, enabling effective financial monitoring and informed decision-making.

Working with Incro has been an exceptional experience – great communication, incredible expertise, and immense support at every stage of the process.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

These consultations and the created plan were the missing pieces of my project. Thanks to them, I was able to register my company and start my business with a well-prepared financial plan. This provided me with a solid foundation for further growth and informed financial management.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The communication was excellent. Everything was delivered on time, perfectly aligned with my schedule and needs.

What was your primary form of communication with Incro?

Virtual Meeting

What did you find most impressive or unique about this company?

The modern approach to communication, flexibility, and the incredibly kind and competent team were the most impressive aspects of this company.

Are there any areas for improvement or something Incro could have done differently?

I don’t see any areas for improvement. Everything met my expectations. The scope of support, communication, great rapport, flexibility, and expertise. On top of that, their modern approach was a big plus.

BACKGROUND

Please describe your company and position.

I am the CEO of Sixteractive Digital House

Describe what your company does in a single sentence.

Sixteractive is an interactive agency that creates online marketing for companies and builds their online presence. We run effective Google Ads and Allegro Ads campaigns to help you reach new customers. We create modern websites and online stores that attract audiences and support your sales. We offer graphic design services to make your brand stand out with an attractive and consistent image. In addition, our creative team creates advertising materials that are perfect for offline promotion. We have earned the status of Google Partner and Allegro Ads+ Partner, so today we can offer you professional support in promoting online sales.  Do you want your company to finally be visible online? We will conduct a detailed analysis to select the best solutions for you. We explain, educate and provide support at every stage of cooperation.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Incro to accomplish?

• Start calculating the profitability of business lines.
• Building dashboards to support financial controlling will enable efficient monitoring of financial performance and facilitate better business decision-making

SOLUTION

How did you find Incro?

Business meeting

Why did you select Incro over others?

Good value for cost

How many teammates from Incro were assigned to this project?

2

Describe the scope of work in detail. Please include a summary of key deliverables.

The scope of work included a comprehensive financial analysis of the company and its business lines. Initially, an introductory meeting was organized to discuss the project objectives, identify key areas requiring analysis, and establish an action schedule. Subsequently, a detailed review of the schedule was conducted to verify its alignment with the assumptions and identify potential delays and risks impacting the financial results of individual business lines.

The next stage involved the transfer of data. After collecting the information, it was processed, including cleaning, standardizing formats, and preparing the dataset for further analysis. Financial dashboards were then analyzed, providing key insights into trends, results, and deviations from the assumed KPI indicators within each business line. The results of this analysis allowed the identification of both high-performance areas and those requiring improvement.

Based on the data and conclusions obtained, a detailed corrective plan was developed. This plan included priority actions to improve profitability, reduce unnecessary costs, and optimize processes within the company.

The outcome of the process was a clear financial diagnosis of the company and its business lines. This enabled more effective financial management and the achievement of higher operational efficiency.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Improvement of the company's financial results.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

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What was your primary form of communication with Incro?

Virtual Meeting

What did you find most impressive or unique about this company?

What impressed me most and seemed exceptional about this company was their customer-centric approach and their consistent drive for transparency and efficiency in financial management. The company focuses on thoroughly clarifying any ambiguities, demonstrating professionalism and attention to detail. Additionally, I’m impressed by their approach to monitoring financial performance through dashboards, which are updated on time, enabling quick decision-making and real-time responses to changes. This approach not only streamlines processes but also allows for a better understanding of financial results and the implementation of necessary corrections.

Are there any areas for improvement or something Incro could have done differently?

The company manages its processes well, but more detailed information about future costs for clients could make their planning easier. However, this is a minor drawback in the context of the overall quality of services.

BACKGROUND

Please describe your company and position.

I am the Managing Director of Grupa BB Media LTD

Describe what your company does in a single sentence.

From film distribution to technical support or specific YouTube guidance, our specialists use their expertise daily to help you get the most out of every piece of content you create, share, and monetize.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Incro to accomplish?

• Annual financial plans development
• Analytical P&L development
• Financial result forecasting system development
• Regular business reviews

SOLUTION

How did you find Incro?

Referral

Why did you select Incro over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Incro were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Incro played a crucial role in supporting us during a critical phase of our business development. In the beginning, they helped us define strategic plans and budgets, while also preparing additional profitability and cash flow analyses. Today, we mainly collaborate on monthly performance analysis.

We needed someone to help us manage our finances but didn’t need a full-time CFO. Incro helped us translate our business into numbers. Now, we make better decisions based on data.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

A holistic view of our business from a numbers perspective, providing data to make good decisions. Incro has responded well to these needs.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Service is provided on an ongoing basis, with no delays. I am satisfied with the management of cooperation with Incro.

What was your primary form of communication with Incro?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They have a good understanding of our complex business model, great patience, and accurate responses to our needs.

Are there any areas for improvement or something Incro could have done differently?

We have been working together for two years now, any issues are resolved on an ongoing basis.

BACKGROUND

Please describe your company and position.

I am the Co-founder and the CEO of Printgood Sp. z o.o.

Describe what your company does in a single sentence.

We print on textiles in the most advanced techniques (raster separations, CMYK, HD, printing with water and solvent inks).

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Incro to accomplish?

• Breakdown of revenue and expenses by business line
• Examine the profitability of production outlets
• Annual budget development
• Data dashboard development
• Monthly business review

SOLUTION

How did you find Incro?

Online Search

Why did you select Incro over others?

• Pricing fit our budget
• Great culture fit
• Company values aligned

How many teammates from Incro were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Incro built for us a tailored-made controlling model to plan and forecast the comapany's financial result. Incro provides ongoing financial controlling services as a Service to Printgood + monthly business review. The main goal is to improve the profitability of the overall business.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

By working with incro, we have measured the profitability of our production lines. As a result, we have improved the profitability of our business. Incro prepared a financial plan and data dashboard for us and monitors the company's performance on an ongoing basis.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The implementation was very detailed. They prepared a very specific schedule. In principle, all deadlines were met, and some tasks were completed ahead of schedule. Today, our cooperation consists of regular business reviews every month. We also outsource incro one-time tasks as part of ongoing cooperation.

What was your primary form of communication with Incro?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They understood very quickly what our business was about and responded well to our needs.

Are there any areas for improvement or something Incro could have done differently?

Our cooperation has been going on for nearly 3 years, so I've been watching the development of incro. Even when something could have been done faster or differently, Incro is quick to respond to our needs and suggestions.

BACKGROUND

Please describe your company and position.

I am the CEO & share-owner of Mieszczanin Informatyka Sp. z o.o.

Describe what your company does in a single sentence.

We produce software for real estate management companies.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Incro to accomplish?

• A new look at the company's finances after years of relying on previous concepts.
• Financial and operational data dashboard development
• Client profitability monitoring
• Project profitability monitoring
• Regular business reviews

SOLUTION

How did you find Incro?

Referral

Why did you select Incro over others?

Referred to me

How many teammates from Incro were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The cooperation consisted in designing changes to the chart of accounts to enable more detailed analyses of individual business lines. With the help of Incro consultants, at the beginning of 2024 we introduced significant modifications to it, which now allows us to analyse financial results in greater detail.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Constructing more detailed financial analyses as well as analysing a number of metrics for analysing the sales of SaaS services (Software as a service). Additionally, the cooperation allowed for more structured work on budget plans and constant verification of their implementation.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Cooperation with Incro was based on the support of their leading consultant (@Mateusz Kopiec), who organized the work of his team. We received efficient and precise answers to any questions or doubts we had.

What was your primary form of communication with Incro?

Virtual Meeting

What did you find most impressive or unique about this company?

Despite a number of challenges related to the existing data system, Incro suggested us directions of changes leading to the achievement of the established goals. They are characterized by high flexibility in cooperation. During monthly meetings analysing finances, they ask many pertinent questions that encourage reflection on the state of various areas of business. I recommend cooperation!

Are there any areas for improvement or something Incro could have done differently?

No :)

BACKGROUND

Please describe your company and position.

I am the Operation Director of Medidesk

Describe what your company does in a single sentence.

Medidesk is a platform designed to improve, support and automate pre- and post-sales patient service activities in the treatment facility. The Medidesk app introduces and streamlines marketing processes, supports the sale of commercial services and helps to implement best practices related to the operation of the facility.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Incro to accomplish?

• Improving reporting
• Improving cash flow

SOLUTION

How did you find Incro?

Referral

Why did you select Incro over others?

• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me

How many teammates from Incro were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Incro helped us to analyse our business metrics by changing the recording and description of income and expenses. They supported us with budgeting and suggested the solutions we needed. Incro prepared dedicated files and analysis in PowerBI, which allows us to analyse the company's financial situation on an ongoing basis and allows us to plan further investments. The project has improved the company's cash flow.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Improving the company's cashflow and keeping investors satisfied with the reported results.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

We receive the results before the required time, and we're very satisfied with the cooperation with Incro.

What was your primary form of communication with Incro?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The individual approach to our company's needs and the knowledge that Incro has of Saas model businesses.

Are there any areas for improvement or something Incro could have done differently?

Incro can introduce a training offer for companies that certainly need this type of service.

BACKGROUND

Please describe your company and position.

I am the CEO of SiSOFT

Describe what your company does in a single sentence.

You take care of your customers and we take care of you.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Incro to accomplish?

• Fixed cost accounting
• Project valuation tool
• Annual financial plan
• Establishing KPI's
• Ongoing financial result forcast

SOLUTION

How did you find Incro?

Networking

Why did you select Incro over others?

• Pricing fits our budget
• Great culture fit
• Good value for cost
• Company values aligned
• Other

How many teammates from Incro were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Incro analyzed our business, developed an annual financial plan, and selected appropriate KPIs. They then created a dashboard for us with key financial and operational data. Their service included ongoing monitoring of the company's financial performance and forecasting.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

A key factor for us was Incro's estimation of the revenue we need to generate in order to achieve our business goals and help us price the services we provide. Additionally, periodic business reviews with Incro, acting as an external financial controller, keep us updated on our performance.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

We worked out an implementation schedule together, and as a rule, the established deadlines were adhered to. After the implementation period, we met periodically for monthly business reviews. At all times, we could count on quick and adequate responses from Incro's staff.

What was your primary form of communication with Incro?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Very good understanding of our business model and matching the proposed solutions to it.

Are there any areas for improvement or something Incro could have done differently?

No, I like the model in which incro worked with us.

BACKGROUND

Please describe your company and position.

I am the CEO of WebMakers

Describe what your company does in a single sentence.

We specialise in increasing companies’ effectiveness - we optimise and automate processes with modern tailor-made software and create sales channels, increase income, reduce costs, and improve the stability of companies.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Incro to accomplish?

• Arrangement of various financial processes
• Development of additional financial metrics and indicators
• Financial management consultation

SOLUTION

How did you find Incro?

Referral

Why did you select Incro over others?

• Great culture fit
• Good value for cost
• Referred to me

How many teammates from Incro were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

As part of our collaboration with Incro, we have streamlined our financial management processes. Although we are a company with significant expertise in this area, there were aspects that required substantial enhancement. Together, we developed the framework for a better, professional Profit & Loss (P&L) statement and its predictive variant for the upcoming year. We also focused on various metrics and indicators to continuously improve the assessment of our company's financial health. Additionally, part of our effort was dedicated to refining processes related to cash flow monitoring.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Among the most significant measurable outcomes of the project, demonstrating progress and success, is the fact that all the developed changes and improvements were coded by our team and integrated into our custom-developed ERP system, resulting in complete automation in this domain. As a result, we have achieved a significantly improved and more structured overview of our financial situation.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

We collaborated closely with one of the founders, who is an expert in finance and an analyst, and found them to be fully responsive to our needs. They also promptly addressed all questions and concerns that emerged on our side during the project and implementation in our ERP. Everything was delivered on schedule, and we completed the project within the initially planned timeframe.

What was your primary form of communication with Incro?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their flexibility and capacity to adapt to our specific company needs stood out, without the necessity for revolutionary overhauls or starting building all financial process from scratch in different methodology. It was a strategy of evolution rather than revolution, guiding us to achieve the best outcomes and complete success in this project.

Are there any areas for improvement or something Incro could have done differently?

Honestly, I didn't notice anything specific that required correction.

BACKGROUND

Please describe your company and position.

I am the Sales director of Unimet Automotive

Describe what your company does in a single sentence.

Manufacturing parts for automotive industry.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Incro to accomplish?

• Enhance the financial awareness and knowledge of management staff
• Support in developing a controlling system with analytical tools
• Expanding the financial competencies of the controlling department

SOLUTION

How did you find Incro?

Referral

Why did you select Incro over others?

• Great culture fit
• Good value for cost
• Referred to me

How many teammates from Incro were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Incro conducted workshops designed to enhance the financial awareness of "non-financial" professionals and introduce fundamental financial relationships. For management staff, the training was extended to cover the basics of financial statement analysis.

Incro evaluated ongoing cost reduction activities and provided a framework for establishing a cost-saving office.

Incro also supported the development of the current controlling system, analytical tools, and the expansion of the financial competencies of the controlling department.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• after the workshop managers started cost-saving initiatives with the use of our controlling system
• following Incro advice we are introducing electronic document management system
• controlling department started to prepare additional new reports as per Incro template
• thanks to ongoing support we are establishing a cost-saving office and P&L management

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The project began with a thorough analysis of our needs. Based on this, an action plan was prepared, tailored to our requirements. Everything was carried out exactly as promised, and additional support was provided after the project.

What was your primary form of communication with Incro?

Email or Messaging App

What did you find most impressive or unique about this company?

Incro offers services in an area that was previously underdeveloped in our company, requiring external expert knowledge and additional effort in defining our expectations. Their patience and adaptability to changes on our side were also very helpful.

Are there any areas for improvement or something Incro could have done differently?

Not really.