Brand New Day implements Vena with cpmview for more efficient and effective budgeting and reporting

Headquarters Amsterdam
Solution Vena Solutions
Employees 200+

About Brand New Day

Brand New Day is a Dutch online bank and asset manager, focused on providing transparent and cost-efficient savings and investment products. With a mission to make smart financial choices accessible for everyone, they manage the assets of over 200,000 customers in the Netherlands.

From Excel models to a scalable, structured process

For years, Brand New Day relied on Excel-based forecasting and ad-hoc decision-making. While this worked in the short term, the approach was difficult to scale and made it hard to onboard new team members. The lack of structured processes also increased the risk of errors and slowed down decision-making.

The need was clear: a modern, structured, and scalable solution for budgeting and reporting — while still maintaining the familiarity of Excel for end-users.

The challenges

  • Excel dependency: fragmented and error-prone 3-year forecast model.
  • Ad-hoc processes: no clear structure, difficult to track or repeat.
  • Scalability: growth of the organization demanded a more robust solution.
  • User adoption: any new tool had to be intuitive and familiar to the team.

The solution

Together with cpmview, Brand New Day implemented Vena Solutions as their new platform for budgeting and reporting. The implementation delivered:

  • Clear, structured processes with defined steps.
  • Scalable setup, making it easier to grow and onboard new team members.
  • Excel-based interface, instantly familiar and intuitive for users.
  • Error reduction, ensuring more reliable reporting and forecasting.

Why the process worked

The success of the project was not only the result of the technology, but also the collaboration between Brand New Day and cpmview:

  • Shared focus on goals: both teams were aligned on the outcome, without distractions.
  • Co-creation: the solution was built side by side, not handed over.
  • On-site collaboration: working together at cpmview’s office strengthened focus and teamwork.
  • Internal knowledge building: Brand New Day invested in online Vena training, enabling the team to work independently and make smarter choices.

“It didn’t just feel like a project — it felt like building something meaningful together.”

The results

The implementation delivered exactly what Brand New Day needed:

  • Efficient process – clear steps, no unnecessary delays.
  • On budget – no surprises, just smart decisions.
  • Fast delivery – short lead time thanks to focused collaboration.
  • Positive experience – open communication, mutual respect, and real partnership.

“A focused collaboration that delivered exactly what we needed – on time, within budget, and with confidence to continue.”

Why cpmview?

Brand New Day chose cpmview because of their expertise in Vena and their long-term partnership approach:

  • Not just focused on quick implementation, but on building a sustainable solution.
  • Invested time upfront to clarify goals and context, even if it felt slower at first — a foundation that proved essential.
  • A pragmatic and honest partner, providing structure and vision.