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FP&A Case Study Library

11.1.2023

Incorporating AI into a Customer Retention Program

FP&A MATURITY MODEL
Analytics

Finance can understand the decisions being made, the meaning of the data and the constraints of the business model.

11.1.2023

Incorporating AI into Revenue Forecasting

FP&A MATURITY MODEL
Analytics, Plan and Forecast Development

The forecast can be built up with layers like a cake; use AI as the base that aggregates history and data, then lay on top human adjustments and data overrides, and company maturity with the technology.

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10.5.2023

Bridging Data Science and FP&A

FP&A MATURITY MODEL
Analytics

Tapping into the vast amounts of company data that exists beyond the scope of a typical finance team can yield new insights and benefits; the key is to partner with the experts who have the tools, talents and techniques to do that.

8.15.2023

Increase Performance: Create an Analytics Scorecard for the Right KPIs

FP&A MATURITY MODEL
Performance Management

KPIs alone are not sufficient to drive consistent outperformance over time; companies can apply analytics to test the strength and magnitude of the business drivers.

6.27.2023

An Urgent Revamp
to Reporting

FP&A MATURITY MODEL
Business Partnership, Data Planning

For this private equity roll-up, delivering meaningful management reporting required technical connectivity and the ability to craft data-supported performance theses for internal and external audiences.

6.5.2023

How We Tamed the Budget Monster

FP&A MATURITY MODEL
Finance & Business Acumen

Creating a culture of continuous forecasting can bring FP&A closer to the business and reduce the burden of the budgeting process.

5.22.2023

Add “Change Measurement” to Your “Change Management” to Increase Success

FP&A MATURITY MODEL
Organizational Design

In preparing for a change management event, understand the user journey to engage appropriately at each stage; follow up each phase with metrics to know how well all are proceeding toward adoption.

4.14.2023

Build Effective Communication into the Finance DNA

FP&A MATURITY MODEL
Communication

A structured presentation design such as the Minto Method can organize your analysis and simplify the delivery of your message, making you a more effective partner.

3.16.2023

Elevating Finance Knowledge for Non-Financial Partners

FP&A MATURITY MODEL
Business Partnership, Communication

By raising the financial knowledge of the organization, FP&A raises its own stature at the same time.

1.26.2023

Decisions at a
Distance from HQ

FP&A MATURITY MODEL
Plan and Forecast Development

Regional challenges and advantages, global events and their effects on the type of business and its workforce must all be considered when a budget process is driven through a global company’s headquarters.

1.17.2023

A Problem with
Standard Costs

FP&A MATURITY MODEL
Financial Analysis

Volatility in operations has different accounting and accountability treatments.

12.2.2022

7 Steps on an EPM Transformation Journey

FP&A MATURITY MODEL
Performance Management

Faster target integrations gain operational benefits but complicate performance tracking.

11.28.2022

Improving Finance Agility to Support the Business

FP&A MATURITY MODEL
Business Partnering

Aligning an organization with an agile approach requires communication, cross-functional collaboration, and a clear understanding of the non-negotiables.

11.14.2022

One Source of Truth: Metrics for Accurate Performance

FP&A MATURITY MODEL
Performance Management

A consistent, transparent set of KPIs tied to external measures provides a true picture of the company’s performance; maintaining focus and achieving buy-in are a challenge.

10.21.2022

Buying More Time with Robotic Process Automation

FP&A MATURITY MODEL
Technology & Data

Automating repetitive manual processes frees up time for quality analysis but requires careful planning to prevent locking in stagnant processes.

9.12.2022

Tracking KPIs After an Acquisition

FP&A MATURITY MODEL
Performance Management

Faster target integrations gain operational benefits but complicate performance tracking.

FP&A Case Study Library

11.1.2023

Incorporating AI into a Customer Retention Program

Finance can understand the decisions being made, the meaning of the data and the constraints of the business model.

11.1.2023

Incorporating AI into Revenue Forecasting

The forecast can be built up with layers like a cake; use AI as the base that aggregates history and data, then lay on top human adjustments and data overrides, and company maturity with the technology.

10.5.2023

Bridging Data Science and FP&A

Tapping into the vast amounts of company data that exists beyond the scope of a typical finance team can yield new insights and benefits; the key is to partner with the experts who have the tools, talents and techniques to do that.

8.15.2023

Increase Performance: Create an Analytics Scorecard for the Right KPIs

KPIs alone are not sufficient to drive consistent outperformance over time; companies can apply analytics to test the strength and magnitude of the business drivers.

6.27.2023

An Urgent Revamp to Reporting

For this private equity roll-up, delivering meaningful management reporting required technical connectivity and the ability to craft data-supported performance theses for internal and external audiences.

6.5.2023

How We Tamed the Budget Monster

Creating a culture of continuous forecasting can bring FP&A closer to the business and reduce the burden of the budgeting process.

5.22.2023

Add “Change Measurement” to Your “Change Management” to Increase Success

In preparing for a change management event, understand the user journey to engage appropriately at each stage; follow up each phase with metrics to know how well all are proceeding toward adoption.

4.14.2023

Build Effective Communication into the Finance DNA

A structured presentation design such as the Minto Method can organize your analysis and simplify the delivery of your message, making you a more effective partner.

3.16.2023

Elevating Finance Knowledge for Non-Financial Partners

By raising the financial knowledge of the organization, FP&A raises its own stature at the same time.

1.26.2023

Decisions at a Distance from HQ

Regional challenges and advantages, global events and their effects on the type of business and its workforce must all be considered when a budget process is driven through a global company’s headquarters.

1.17.2023

A Problem with Standard Costs

FP&A MATURITY MODELFinancial Analysis

Volatility in operations has different accounting and accountability treatments.

12.2.2022

7 Steps on an EPM Transformation Journey

Faster target integrations gain operational benefits but complicate performance tracking.

11.28.2022

Improving Finance Agility to Support the Business

Aligning an organization with an agile approach requires communication, cross-functional collaboration, and a clear understanding of the non-negotiables.

11.14.2022

One Source of Truth: Metrics for Accurate Performance

A consistent, transparent set of KPIs tied to external measures provides a true picture of the company’s performance; maintaining focus and achieving buy-in are a challenge.

10.21.2022

Buying More Time with Robotic Process Automation

FP&A MATURITY MODELTechnology & Data

Automating repetitive manual processes frees up time for quality analysis but requires careful planning to prevent locking in stagnant processes.

9.12.2022

Tracking KPIs After an Acquisition

Faster target integrations gain operational benefits but complicate performance tracking.

An Urgent Revamp
to Reporting

Decisions at a
Distance from HQ

A Problem with
Standard Costs

FP&A MATURITY MODEL
Financial Analysis

FP&A MATURITY MODEL
Technology & Data