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OneSource Virtual (OSV) is a leading provider of Workday services, delivering HR, payroll, and finance solutions to enterprise organisations. The company supports businesses in optimising their Workday investments through advisory, implementation, and managed services.
When OSV started to grow and scale, forecasting remained manual, static, and difficult to defend at the board level.
Salesforce data was exported into spreadsheets and reviewed as weekly “snapshots in time.”
Forecast conversations were often reactive instead of proactive, and leadership relied heavily on experience and instinct, but lacked the analytical proof to confidently validate projections.
Board scrutiny increased, and the pressure grew. The executive team needed forward visibility, not historical reporting. They needed a forecasting system that could demonstrate control, predictability, and reliability for the future.
A previous analytics platform had delivered acceptable numbers in the past, but failed to gain adoption across the frontline leadership team. Without engagement from users, the forecasting process remained disconnected from reality.
The business needed more than a reporting tool. It needed a single source of truth that leadership and the board could trust to deliver results that were reliable.
OneSource Virtual decided to implement Kluster as its AI-powered forecasting platform, running it alongside its existing system for two quarters to validate the accuracy of the results before full adoption.
The objective was simple, Kluster had to prove reliability.
Kluster quickly aligned with the business's historical performance patterns and forecasting style. The accuracy of results matched their previous system but proved to be more user-friendly, transparent, and had wider organisational adoption.
For Brian Levy, who leads the sales organisation, the shift was immediate. What had previously been a “gut answer” became a data-backed conviction. Forecast discussions moved from defensive explanations to valuable strategic planning.
Kluster became the executive lens into the business's revenue performance.
As Brian explains, what was once a “huge ordeal” each quarter is now a predictable, reliable, and structured update. The board no longer questions the integrity of the numbers; they reference the system daily.
Salesforce remains the CRM in place; however, Kluster is the forecasting authority.
Within weeks, OneSource Virtual achieved a complete shift in forecasting credibility.
Board confidence has strengthened, and forecasting is no longer reliant on narrative. It is supported by AI-driven validation that harmonises leadership judgement with statistical modelling.
Operational reporting has simplified, and leadership alignment has improved. When forecasts diverge from AI projections, the conversation becomes evidence-based and strategic, and drives stronger accountability across the revenue organisation.
What began as a response to board pressure has evolved into a structural forecasting discipline.
Kluster has not just improved visibility, but institutionalised predictability.
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