Sovereign House

Sovereign Housing Association choose Simpson Associates to implement their Financial Planning solution

Simpson Associates are delighted to announce that following a tender process they have been selected by Sovereign Housing Association (SHA), one of the UK’s leading and largest housing associations, to deliver a SaaS (cloud based) Financial Planning solution using the platform IBM Planning Analytics.

In order to ensure they remained a robust and resilient organisation, and in line with supporting their growth plans, SHA had a requirement to make sure their planning processes created meaningful, accurate and insightful data, and felt it necessary to invest in the right technology to support the process.

Current planning processes, although highly effective, could be very time consuming. The organisation was aware that a financial planning tool could transform their approach to planning by providing the means to compile financial plans based on key business drivers input by the business, allowing insight into the true shifting patterns of activity across SHA rather than a simple focus on spend. A planning tool would reduce the risk of human error and enhance their ability to better predict activity and its financial impacts on the business in the future.


“We are pleased to be working with Simpson Associates on this project. Their expertise and experience within financial planning solutions and in particular the IBM Planning Analytics technology shone through. We felt assured that this was not only the right technology to implement, but also the right partner to deliver it.”

Ian Pitts, Head of Financial Planning & Analysis, Sovereign Housing Association


“Having worked previously with Sovereign Housing Association on Microsoft technology related projects, we are delighted to have been chosen again to work with Sovereign. This time using our IBM Gold Partner expertise, we are excited to be able to help them implement the financial planning tool they’re requiring to help remain a resilient and robust organisation in their growth period.”

Nick Evans, Business Development Manager, Simpson Associates