CategoryFP&A Platforms
FP&A Platforms
FP&A Platforms
FP&A as a Strategic Business Partner: Glenn Snyder on the Being Planful Podcast
Glenn Snyder is a recognized industry expert with over 25 years of FP&A and corporate strategy experience across Franklin Templeton, Visa, Charles Schwab, and other firms. Glenn has also taught finance courses at San Francisco State University, published a supplement to Principles of Corporate Finance, and is a frequent presenter at accounting and finance conferences. […]
FP&A Platforms
3 Benefits of Planning Your Workforce with a Modern FP&A Platform
Massive change has expanded the importance of Finance and HR’s roles within organizations. Planning for the workforce of tomorrow requires visibility into everything from organization-wide workforce costs to department-level compensation costs. Ensuring modern, efficient processes are incorporated means that HR and Finance need to work collaboratively. Some of the tools used in this process include […]
FP&A Platforms
Leveraging FP&A for Growth: Carl Seidman of Seidman Financial on the Being Planful Podcast
In this episode of Being Planful, I welcomed Carl Seidman, FP&A Advisor at Seidman Financial. Carl is an FP&A practitioner and educator. Through his eponymous firm, Carl helps financial leaders solve their most pressing challenges so they can enjoy their work and contribute in a more unified, empowered manner. He’s a firm believer in people-driven […]
FP&A Platforms
How to Create All the Scenarios You Need. Fast, Accurate and Actionable.
Scenario analysis has taken on a whole new meaning these days. COVID-19 pushed companies into chaos, and the continuing uncertainty makes planning especially difficult. In the process, the playbook we’ve all used over the past decade or two has been rendered virtually useless. The impact of the pandemic, along with the transition to working from […]
FP&A Platforms
Want to learn something new?
Have you ever wanted to know how to build a sales forecast model but don’t know where to start? Or how to combine and aggregate your financial and operational data into an easy-to-read report? Or maybe you just want to learn a little bit more about the different ways you can easily and efficiently plan long term for your organization based on your revenue goals.
FP&A Platforms
The Definitive Guide to Peak Performance with EPM [SlideShare]
Embarking on a journey to answer some fundamental questions - what is enterprise performance management (EPM)? And what do I need to consider when evaluating EPM vendors? No matter what shape or size your organization is in this SlideShare will guide you through the path to “peak performance.”
FP&A Platforms
A View From the Top: Improving Performance in Finance
One of the final sessions at Planful World 2017 in Nashville was a panel discussion focused on how to improve the performance of the Finance organization.
FP&A Platforms
How to Align Enterprise Performance Management with Risk Management
Achieving financial goals and objectives and maximizing performance are the primary focus for most organizations.
FP&A Platforms
What’s the Difference Between EPM and CPM?
The concept of managing performance in organizations has had a variety of labels applied to it. The most popular variations are enterprise performance management (EPM) and corporate performance management (CPM).
FP&A Platforms
Transform Finance with Cloud-Based EPM Solutions
As the pace of change in business accelerates and Finance departments are asked to do more with less, many are left wondering, “How do we become more efficient and agile?
FP&A Platforms
Can Audits Help Improve Business Performance?
Internal and external audits can be painful for many organizations. Lots of time and effort goes into preparing information for the auditors, and the goal is typically just to get a clean bill of health on the financials.
FP&A Platforms
User Experience in EPM – the Planful EPM Platform
This post is the third in a three-part series on the topic of user experience (UX), where I’ll help you to understand the role of product design and user experience in the creation and evolution of the Planful Enterprise Performance Platform and how it affects you, the buyer or user of EPM solutions.
FP&A Platforms
How EPM Software Unifies Planning, Modeling, Reporting and Analytics
Most finance professionals know that budgeting, planning, modeling, reporting, and analytics are all related business processes.
FP&A Platforms
User Experience in EPM – What is User Experience Made Of?
This post is the second in a three-part series on the topic of user experience (UX), where I’ll help you to understand the role of product design and user experience in the creation and evolution of the Planful Enterprise Performance Platform and how it affects you, the buyer or user of EPM solutions.
FP&A Platforms
What is Enterprise Performance Management (EPM)?
There are a number of definitions of enterprise performance management (EPM) available in the market. There are also a number of competing terms that are used by various industry experts and vendors.
FP&A Platforms
The New Revenue Recognition Guidelines – How EPM Software Can Help
Business planning in the face of the upcoming, new revenue recognition guidelines issued by the FASB and IASB has created quite a flurry in finance and accounting circles.
FP&A Platforms
What’s on Tap for Finance and EPM in 2017?
Now that the dust is settling on the 2016 year-end close, and the 2017 budget is finalized (hopefully), Finance teams should be thinking about potential improvement goals for 2017.
FP&A Platforms
EPM Software: An Essential Solution for Good Times and Bad
As we put 2016 in the rearview mirror and enter 2017, it’s clear that the world is becoming more unpredictable all the time.
FP&A Platforms
ERP and EPM Systems – Better Together
Enterprise resource planning (ERP) and enterprise performance management (EPM) sound like very similar processes and systems on the surface. Given this, the need to have both ERP systems and EPM systems in place may seem redundant.
FP&A Platforms
How to Select and Communicate Appropriate Financial KPIs
The concept of financial KPIs, or key performance indicators, has been around for many years. I was first exposed to them in the late 1980s while working in a strategic planning team to create an EIS (executive information system) for my company’s CEO and senior management team.
FP&A Platforms
What Factors are Driving the Adoption of SaaS and Cloud EPM Software?
While global IT spending has been flat in 2016, one notable exception has been SaaS business software, which is expected to grow at close to 20% per year through 2020.
FP&A Platforms
Everything You Need to Know About SaaS and Cloud EPM Software
'Digital Disruption' is everywhere. Technology is changing the way business is done, rendering old legacy software obsolete.
FP&A Platforms
Why Robust Data Integration is Critical to Effective EPM Processes
Enterprise performance management (EPM) is a process and software system designed to help organizations link strategies to plans and execution.
FP&A Platforms
How EPM Solutions Support Finance Transformation
Finance transformation is an elusive topic that the industry has been talking about for years. But what does it really mean? Transformation from what to what? And how do EPM solutions help support Finance transformation?
FP&A Platforms
Enterprise Risk Management and EPM – Separate or Joined at the Hip?
Enterprise risk management (ERM) and enterprise performance management (EPM) are often discussed as separate topics. But when you think about ERM in the broader, operational context, the linkages between the two become more evident.
FP&A Platforms
What’s Your EPM Maturity Level, and How Do You Improve it?
What type of software tools is your organization using for enterprise performance management (EPM) processes such as budgeting, forecasting, financial and management reporting, and business modeling?
FP&A Platforms
Matching EPM Product Capabilities to Customer Use Cases
Evaluating and selecting enterprise software solutions can be a challenging process. An important part of this process is documenting functional requirements and then assessing well how various vendors support those requirements.
FP&A Platforms
What’s New in Healthcare Performance Management?
Healthcare is clearly becoming one of the more challenging industries in which to operate. The need to balance quality patient care with controlling costs and meeting regulatory requirements is stretching the resources of many healthcare providers.
FP&A Platforms
What’s New in Finance Transformation? EPM, Cloud, Big Data and More
The worlds of Finance and EPM are rapidly changing. Finance teams are shifting their focus from counting and scorekeeping, to adding strategic value to the business, They are freeing up time to help managers consider the possibilities and make better decisions that can impact future results.
FP&A Platforms
6 Things IT Executives Need to Know About Cloud-Based EPM
Enterprise performance management (EPM) processes – such as budgeting, planning, financial consolidation, reporting, and analysis – are clearly owned and managed by the CFO and Finance department and can be extended across the enterprise.
FP&A Platforms
4 Businesses That Are Thriving with Cloud-Based EPM Software
Cloud-based EPM software is a growing industry, and more businesses, both large and small, are leveraging it to improve their financial processes.
FP&A Platforms
The Growing Fear of Excel and Finding An Excel Replacement
For the past 30 years, Excel has been integral to businesses everywhere.
FP&A Platforms
Leveraging Analytics to Improve Enterprise Performance Management
The key to operating a thriving enterprise is continuously managing performance.
FP&A Platforms
Beware of the Lowest-Cost EPM Solution
By all indicators, the adoption of cloud-based financial and EPM applications is accelerating. One of the key advantages of cloud-based solutions vs. on-premises alternatives is the lower up-front costs and lower on-going costs of ownership.
FP&A Platforms
Improving M&A Success and Increasing Value with EPM – Part 2
Mergers and Acquisitions (M&A) are a common tool used by companies to position themselves to take advantage of market conditions, realign assets, or manage financial obligations.
FP&A Platforms
Using EPM and ERP to Improve Business Performance
As a business grows, it becomes increasingly challenging to manage the finances and business processes, particularly if you're relying on outdated systems like spreadsheets.
FP&A Platforms
Improving M&A Success and Increasing Value with EPM – Part 1
Mergers and Acquisitions (M&A) are a common tool used by companies to position themselves to take advantage of market conditions, realign assets, or manage financial obligations.
FP&A Platforms
On-Premises Versus Cloud-Based EPM Software: Which Is Right for You?
You've decided that spreadsheets are no longer sufficient for budgeting and forecasting, and you've gone off in search of a better method.
FP&A Platforms
Increase Employee Retention with Cloud-Based EPM Software
Many finance professionals report that they find their work to be tedious, repetitive, and mundane, which can lead to employees feeling distanced from their work.
FP&A Platforms
Don’t Get Fooled Again When Moving from Excel to EPM Software
Well, it was a long wait, but recently, I finally got to see the legendary rock band The Who on their 50th anniversary tour at Madison Square Garden in New York City.
FP&A Platforms
4 Ways Multi-Dimensional Technology Enhances EPM
For accurate and agile budgeting, forecasting, modeling, and reporting, enterprises need to think outside of Excel’s limited dimensional framework and move toward cloud technology that can truly handle multi-dimensional views.
FP&A Platforms
Busting the 6 Top Performance Management and EPM Software Myths
There are a lot of myths surrounding EPM software and performance management, which inevitably results in uncertainty among businesspeople and inaccurate information when finding a vendor.
FP&A Platforms
EPM Rock Stars Getting Ready to Meet at Planful World 2016
In less than 66 days, #HAWORLD kicks off in San Francisco on May 9, 2016. Planful World in San Francisco delivers more than 60 sessions, workshops and more than 50 speakers over three full conference days.
FP&A Platforms
Expert Interview: Gary Cokins on the Problems Solved by Effective EPM
Gary Cokins, founder and president of Analytics-Based Performance Management LLC, has 40 years of experience with enterprise performance management (EPM).
FP&A Platforms
Oracle Audits? The Real Story Is Oracle’s Fake Cloud!
Oracle’s use of software audits to drive revenue are well-documented. These audits are, after all, an important way to ensure customers comply with your software agreement.
FP&A Platforms
EPM in the Cloud – Simply the Best
Remember Tina Turner’s comeback in the 1980s? She looked great, she sounded great, she was great - and she charted a number of big hits in her comeback album Private Dancer
FP&A Platforms
How High-Growth Biotech Companies Rely on Cloud-Based EPM Software
Modern civilization relies on biotechnology to develop medicine, products, agricultural advancements, and other key innovations that support the health and progress of human populations.
FP&A Platforms
4 EPM Essentials for Fast-Growing Companies
Is your company outgrowing the capabilities of your current budgeting, planning, and financial reporting tools? If you answered yes, you’re not alone.
FP&A Platforms
4 Ways EPM Software Can Help the CFO Manage Time Wisely
What does it take for today's CFO to manage their time wisely?
FP&A Platforms
EPM and Revenue Planning: Modern Budgeting for Modern Businesses
If revenue planning is difficult, inefficient, time-consuming, and often inaccurate, then enterprise performance management (EPM) software is for you.