PFM Future Perfect™

PFM Future Perfect is the premier strategic/financial planning platform for colleges and universities. It is a comprehensive, fully-integrated, and totally-customized tool that unites all campus-wide planning activities into a single institutional point of view, giving business officers the ability to quickly analyze the strategic ramifications of operating and capital initiatives. PFM Future Perfect works by establishing relationships among hundreds of interdependent operating and financial variables related to: student revenue, personnel, investments, debt, and facilities, among many others. An easy-to-use graphical interface permits users to efficiently change any defined list of systemic or operating variables.

PFM Future Perfect also allows users to easily add initiatives or projects. These might include physical building projects, gift campaigns, academic programs, changes to benefits programs, or staffing changes. The model’s elegant and modular base architecture permits users to easily establish the proper relationships among all relevant variables.

All the relationships between and among the myriad variables are then rolled-up into Financial Statements across a 16-year planning window, comprising up to 5 years of historical data, current year data and 10 years of projected results. Ratios and other financial, space and faculty/staff metrics are calculated within this window as well. Financial Statement results and selected metrics are also summarized graphically and presented in real-time, immediately reflecting any change in assumption.

Furthermore, PFM Future Perfect is customized through a well-designed and documented Customization and Training Program. This Microsoft Excel-based model permits users to easily tailor the Financial Statements, ratios/metrics, and graphical input-output interfaces to perfectly match institutional preferences and accounting conventions.

More importantly, the underlying analytics of PFM Future Perfect are also customized to calculate and reflect exactly the way your institution thinks about itself, both strategically and financially. This provides stakeholders the ability to instantaneously analyze and understand institutional aspirations in consideration of practical resource constraints, thereby enriching the analysis and the attendant dialog. PFM Future Perfect effectively becomes your Thinking Partner.

Discover your Future.