Migration opportunity Recent launch of bundled flat-rate migration service indicates a strong prospect for helping on-prem TM1 and Planning Analytics users move to Planning Analytics SaaS. Engage CIOs and IT leaders responsible for cloud modernization and risk reduction.

Licensing optimization Experience offering licensing optimization audits positions Lodestar Solutions to target organizations concerned about overpaying for IBM licenses. Target finance and procurement teams to establish recurring renewal optimization services.

Private user groups Quarterly private, clients-only virtual user groups present a low-friction gateway for upsell opportunities. Leverage peer-led sessions to introduce advanced planning models, new modules, or SaaS features to existing clients.

Bespoke planning Emphasize customizable planning models aligned with business goals to attract mid-market to enterprise clients looking to evolve from legacy spreadsheets. Cross-sell consulting, training, and upgrade bundles as the client scales.

SaaS modernization Position as partner for broader analytics modernization beyond Excel, highlighting AI-infused capabilities in cloud solutions. Target firms still relying on on-prem or legacy tools and present a clear roadmap to modern analytics maturity.