What Phoenix Knowledge Management does

Phoenix Knowledge Management (PKMPL) is a privately held business process solutions firm founded in 2004 and headquartered in Pune, India, with regional entities in Singapore and New York (Phoenix Knowledge Management Pte. Ltd. and Phoenix Knowledge Management LLC). The company helps enterprises eliminate risk, version-control gaps, and compliance exposure in spreadsheet-driven processes by deploying the Boardwalk Collaborative Platform (BCP), a patented tabular database technology licensed from BoardwalkTech that enables run-time, cell-level concurrent collaboration across multiple users within the familiar Excel front-end, with cell-level access control, time-stamped audit trails, and maker-checker approval workflows.

PKMPL operates across five practice areas: enterprise risk and statutory compliance (including SOX 404 and RBI compliance for BFSI), sales & operations planning, supply chain and inventory management, finance/HR budgeting and MIS, and analytics. It extends the core BCP with add-on modules (BCP Secure Advance, User Management Utility, Daily Activity Reporting Tool) and with IAMS, a patented, equipment-specific KPI solution for the Oil & Gas/Refinery/Petrochemical/Energy sector that integrates with SAP. Marquee clients include TATA, PwC, Coca-Cola, Kraft Foods, Qualcomm, Xilinx, ON Semiconductor, Levi's, Logitech, ICICI Bank, Axis Bank, ING, Dabur, and VeriFone, spanning BFSI, semiconductors, consumer goods, retail, and energy.

PKMPL generates revenue through three streams: professional consultancy services (S&OP, supply chain, compliance, analytics), one-time software licensing of BCP and add-on modules, and structured training programs (Boardwalk App Engine, process development, spreadsheet security, domain training). Distribution is hybrid: a direct enterprise field-sales motion supported by channel partner Phoenix Business Solutions in India, channel partner BYTE Consulting in the US (Wall Street-focused), and implementation partner Simulytics in India. The company is bootstrapped with no disclosed funding rounds; leadership is concentrated around co-founders Santosh Marathe and Sangeeta Mulabagal, director Ujwal Marathe (Chartered Accountant), and director of operations Sunil Attarde (IIT Kanpur).

Name

Phoenix Knowledge Management

Legal name

Phoenix Knowledge Management Pvt. Ltd.

Website

https://pkmpl.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

Phoenix Knowledge Management is a Pune-based business process solutions firm that helps enterprises secure, automate, and audit spreadsheet-driven workflows in banking, manufacturing, and oil & gas via the patented Boardwalk Collaborative Platform and the IAMS asset-management product.

Ownership category

akta.pro rank

Product category

Enterprise Business Process Solutions & Spreadsheet Collaboration Software

NAICS

Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Services-Computer Programming Services (7371), Services-Computer Programming, Data Processing, Etc. (7370), Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

akta.pro secondary industries

Database/Application Data Layer Modernization (DB migration, ORM, caching) (BPAEAFAL), Knowledge Management & KCS Programs (BPAEAJAJ)

Keywords

• Enterprise consulting services
• Spreadsheet data security
• Collaborative planning software
• Sales operations planning
• Regulatory compliance solutions

Headquarters

HQ city

Pune

HQ country

India

HQ region

Asia

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Consultancy Services: Professional consulting services for Sales & Operation Planning, Supply Chain Management, Inventory Management, Budgeting & Planning, MIS, Risk Management, Compliance and Analytics.
2. Software Solutions: Licensing and deployment of Boardwalk Collaborative Platform (BCP), BCP Secure Advance, IAMS and related software tools.
3. Training Services: Training programs including Boardwalk App Engine, Developing Processes on Boardwalk, Securing Spreadsheets, and Domain Training.

Go-to-market motion2 records

Distribution channels4 records

Marketing channels3 records

Core offering

Phoenix Knowledge Management provides enterprise business process solutions centered on spreadsheet data security, sales & operations planning, supply chain management, risk management, regulatory compliance (SOX 404, RBI), and analytics. The company combines professional consultancy services with the licensing and deployment of the Boardwalk Collaborative Platform (BCP), a patented tabular database technology that enables secure, cell-level collaborative data sharing between desktop spreadsheet users and backend ERP systems. PKMPL also offers the proprietary Integrated Asset Management Solution (IAMS) for the Oil & Gas sector, along with add-on tools, training programs, and consulting engagements.

Product overview

Phoenix Knowledge Management offers a suite of business process solutions centered around the Boardwalk Collaborative Platform (BCP), a patented tabular database technology that enables secure, collaborative spreadsheet-based workflows. The core BCP platform provides cell-level concurrent collaboration capabilities. Add-on modules include BCP Secure Advance (spreadsheet data security with maker-checker workflows), User Management Utility, and Daily Activity Reporting Tool. Industry-specific solutions include the Integrated Asset Management Solution (IAMS) for Oil & Gas/Energy sector. The company also provides comprehensive training programs covering Boardwalk App Engine usage, process development, spreadsheet security, and domain-specific training.

Differentiator

Problem solved

Functional benefit

Brands

• Boardwalk Collaborative Platform (BCP): A patented tabular database technology that enables secure, collaborative data sharing between desktop users and multiple backend systems using Excel as the user interface.
• Integrated Asset Management Solution (IAMS)
• BCP Secure Advance

Products and services

• Boardwalk Collaborative Platform (BCP) A patented tabular database technology platform that enables secure, collaborative data sharing between desktop users (using Excel as the user interface) and multiple backend systems, supporting concurrent multi-user collaboration down to the cell level. Distributed by PKMPL to enterprise customers based on technology from partner BoardwalkTech, Inc.
• BCP Secure Advance A do-it-yourself tool for power users providing spreadsheet data security along with maker-checker approval workflow; scalable for future enhancements. Designed to support compliance use cases (SOX 404, RBI) on top of the BCP platform.
• User Management Utility System administration utility for setting up users by role, mapping users to workbooks and departments, monitoring users, and maintaining active/inactive user lists with email configuration to support governance on top of the BCP platform.
• Daily Activity Reporting Tool Monitoring tool that tracks process frequency, generates scheduled reminders and email alerts, manages workflows, and monitors delays in report preparation and approval across business processes supported by BCP.
• Integrated Asset Management Solution (IAMS) A unique proprietary solution for operating plants in the Oil & Gas, Refinery, Petrochemical, and Energy sector, delivering optimal asset management through a structured asset overview, patented equipment-specific KPIs, and customized two-way integration with ERP tools such as SAP.

Quantifiable outcome

• Planning, budgeting and forecasting time reduced by weeks or months
• +1 more outcomes

Named customers15 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability3 records

Feature7 records

Partnerships

Four partnerships are on record, tiered core and minor.

• BoardwalkTech, Inc.coreTechnology or IntegrationBoardwalkTech, Inc. (2370 Watson Court, Suite 110, Palo Alto, CA 94303) is the technology provider for the Boardwalk Collaborative Platform (BCP). PKMPL is a partner implementing and distributing the patented BCP technology for enterprise customers in India, Singapore and USA markets.
• Phoenix Business SolutionscoreChannel Partner/ Reseller/ DistributorPhoenix Business Solutions (Plot 5, S. No. 15A, Adjacent to Hotel Rajwada, Baner - Someshwarwadi Road, Pashan, Pune 411004, India) is a channel partner for distributing PKMPL solutions in the Indian market.
• BYTE ConsultingcoreChannel Partner/ Reseller/ DistributorBYTE Consulting (295 Madison Ave, 35th Floor, New York, NY 10017, United States) founded in 2000 is a US-based global firm creating cutting-edge financial products. They specialize in Technology Solutions, Research & Analytics, and Products serving Wall Street firms.
• SimulyticsminorImplementation/ SI/ Consulting PartnerSimulytics is a consulting partner located in Pune, Maharashtra, India providing implementation and consulting services for PKMPL solutions.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Kyvos Insights: OLAP-on-data-lake and BI acceleration vendor that, like PKMPL's BCP, is used to deliver fast analytical queries over large tabular/structured datasets — making it comparable on data-layer technology for analytics workloads.
• BoardwalkTech, Inc. Palo Alto-based developer and owner of the patented Boardwalk Collaborative Platform that PKMPL distributes. It is the technology source-of-truth and most directly comparable product vendor for cell-level collaborative spreadsheet technology.

Broad incumbents

• Infor: Large enterprise software suite including ERP and EPM capabilities (e.g., Infor d/EPM) that competes for the same manufacturing supply chain, asset management, and finance transformation spend that PKMPL targets via SAP-integrated BCP and IAMS deployments.
• Anaplan: Cloud-native connected planning platform used heavily for sales & operations planning, demand planning, and supply chain — directly overlapping PKMPL's S&OP, supply chain, and demand planning offerings.
• Planful (formerly Host Analytics): Cloud FP&A and financial planning platform used for budgeting, forecasting, and management reporting — the same use cases PKMPL addresses via BCP for budgeting, planning and MIS in BFSI and manufacturing.
• OneStream Software: Corporate performance management and FP&A platform competing for the same budgeting, consolidation, and SOX compliance use cases that PKMPL addresses through Boardwalk-based spreadsheet governance.
• Workday Adaptive Planning: Enterprise FP&A and planning suite that competes for the same budgeting, forecasting, and SOX-driven planning spend that PKMPL targets with its BCP Secure Advance and S&OP solutions.
• Smartsheet: Collaborative work management platform offering spreadsheet-style project and process automation; competes with PKMPL's BCP-driven approach to collaborative planning, daily activity reporting, and process automation for enterprise teams.
• Board International: Unified CPM and BI platform combining planning, reporting, and analytics; directly comparable to PKMPL's broader FP&A, budgeting, MIS, and analytics positioning for enterprise customers.

Emerging players

• Jedox: Excel- and web-based FP&A and EPM platform that, like PKMPL's BCP, lets finance teams keep a familiar spreadsheet interface while adding planning, workflow, and governance — making it a direct conceptual competitor in the Excel-centric FP&A niche.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/phoenix

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Phoenix Knowledge Management