Case Study: Betoola — IT Consulting & Fintech Software Development
"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
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More about me
Anastasiia Zvenigorodskaia
Before going independent, I held operational leadership roles at tech companies in Eastern Europe and the EU — running teams, launching products, and managing the messy reality of fast growth.
I speak at industry conferences on operations, GTM strategy, and scaling teams. I write about the same topics in my newsletter Have a Plan OS.
I'm based between Barcelona and Kyiv, and work primarily with English and Ukrainian-speaking clients across Europe and the US.
