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to establish the finance team as a strategic partner in driving the business forward during this challenging time—consider these presentation tips:
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3 tips for delivering killer board presentations

Many finance teams consider board reports the most challenging type of report that they put together. And, in many ways, it’s because board members want so much more than numbers, such as nonfinancial information and customized analysis. That’s doubly true during a pandemic. Standard slide templates and data charts may satisfy… Read More

How do you know if it’s time to upgrade to modern financial tools built for today's businesses? Here are three of the most telling signs.
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The top 3 signs you need a modern planning solution

There’s no time like the present to invest in modern planning technology. The longer you wait, the more entrenched your company will become in clunky tools that are out of touch with today’s business needs. As it relates to financial planning, budgeting, and forecasting, old-world processes can lead to costly errors, leaving the finance team scrambling to… Read More

We all know the methods used to create favorable departmental budgets and forecasts. Managers ask for more than what’s required with the hope of agreeing on the budget they actually want. Junior managers promise unprecedented results in exchange for executive support and an investment in their new ideas. And, of course, the seasoned, senior managers warn of significant consequences to the company if their specific budget is cut.
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Why more and more FP&A teams choose rolling forecasts

We all know the methods used to create favorable departmental budgets and forecasts. Managers ask for more than what’s required with the hope of agreeing on the budget they actually want. Junior managers promise unprecedented results in exchange for executive support and an investment in their new ideas. And, of course, the seasoned, senior managers warn… Read More

An over-reliance on spreadsheets and legacy on-premises applications constrains the organization with rigid, siloed planning. These legacy planning environments are inflexible and brittle, prevent collaboration, and fail to deliver insights that drive decision-making.
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Is it time to automate your manual processes?

If your planning processes are largely manual and mostly spreadsheet based, you likely don’t have the time to spend on analyzing performance, let alone adjusting models to reflect changing assumptions and conditions. An over-reliance on spreadsheets and legacy on-premises applications constrains the organization with rigid, siloed planning. These legacy planning environments… Read More

As global events and the accelerated pace of change place even more pressure on today’s CFOs to provide strategic guidance at high speed, financial leaders worldwide know they have to ramp up their technology transformation if they want to compete and thrive.
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To plan better, close smarter

As global events and the accelerated pace of change place even more pressure on today’s CFOs to provide strategic guidance at high speed, financial leaders worldwide know they have to ramp up their technology transformation if they want to compete and thrive.  A 2021 Accenture report revealed that costly decisions… Read More

Why is active better than reactive or static? In simple terms, it’s because the world around us changes all the time, meaning the environment we do business in can change at any time. It doesn’t wait for your planning process to take place before it shifts. That means you must act on the changing business environment whenever appropriate.
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3 tips for better financial reporting

For FP&A teams, financial reporting can present a challenge. If you share too many reports, business leaders may give up reading them all together. But if you offer barebones financial reporting, stakeholders scream for more relevant data and timely information. So how do you find the balance of not overwhelming your… Read More

For many companies, the transition to the cloud has been spurred by the COVID-19 pandemic. Digitization of systems, including enterprise resource planning (ERP), became mission critical to running operations remotely and adapting business models to the changing business landscape.
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What Is an ERP System, and Why Workday Is Different

Once thought of as the new frontier, the cloud—as in cloud computing, cloud platform, and all things related—has gone from buzzword to business necessity. For many companies, the transition to the cloud has been spurred by the COVID-19 pandemic. Digitization of systems, including enterprise resource planning (ERP), became mission critical to running… Read More