Business & Financial Consulting for IT Company - KPI Scorecard & Growth Strategy

Case Study: Betoola — IT Consulting & Fintech Software Development

Team Size: 1-10 employees
Location: Italy
Format: Online, 1:1
Engagement: June – July 2025
Service: Business & Financial Consulting

"They were always very responsive, punctual, and following up every call with a recap and supplementary materials. All of this helped us to finally stop postponing these strategic improvements and implement them. Within the agreed collaboration time and format (4 online calls over 5 weeks), they were willing to advise on things beyond the original scope, such as the customer value proposition.

It really helped that we share the same values, hands-on approach to operational management and love for structure. This helped us create real synergy, and the communication was notably pleasant as well."

Kirill Smirenko

Co-Founder Betoola

The Challenge

Betoola, an IT consulting and fintech software development company, wanted to scale sustainably and gain better financial visibility. The main goals included:

Defining key metrics to monitor strategic performance and decision-making
Improving visibility into project profitability and marketing ROI
Identifying operational bottlenecks and financial leakages
Benchmarking spending across business functions
Clarifying business positioning and value proposition
Building long-term growth strategy and financial forecasting models

Our Approach

Have a Plan Consulting provided a hands-on, structured 5-week consulting program (4 online sessions) that included:

Review of management processes, including financial, sales, and marketing workflows
Implementation of a strategic scorecard with measurable KPIs
Creation of new financial models and profitability dashboards
Development of a refined business strategy and customer value proposition
Ongoing advice beyond the original scope (e.g., tailored customer value proposition)

Results

Strategic Scorecard Dashboard with measurable KPIs implemented across the management team
New, more convenient, and informative financial models implemented
New strategy developed for pivoting a company's value proposition
ROI and Profitability Dashboards adopted for project and marketing analysis
Identification and resolution of key bottlenecks affecting profitability and cashflow

⭐ Client Rating

Category	Score
Quality of Work	5.0
On-Time Delivery	5.0
Value for Money	5.0
Willingness to Refer	5.0

“They were always responsive and punctual, following up each call with a recap and materials. This helped us finally stop postponing strategic improvements and implement them.”

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About Founder

Anastasiia Zvenigorodskaia
Operations Strategist for Service-Based Companies.
I’ve spent over 13 years in tech — first as a developer, then as a COO of a growing IT company.

Now, I help founders of service companies do the same: fix the chaos in operations and finances, build real structure, and grow.

Co-founder & COO at Epicmax, a global Vue.js consultancy
Advisor to companies with €1M–€3M in revenue
200+ coaching sessions with founders and tech leaders
Speaker at DevDays, MadVue, Frontend Nation, OpenSouthCode
Creator of frameworks and educational products for business planning & financial clarity
Startup mentor at startupbootcamp.org
Notion Ambassador — because I believe systems change everything

My work is where order meets growth.