FP&A Guides

AFP Guide to Implementing a Planning System: Part 1, Laying the Groundwork

Underwritten by Adaptive Insights

The first in a series on technology change, this guide focuses on the planning and reporting system, which is foundational to FP&A’s mission of supporting business decisions by deploying resources to the most efficient use. Getting it right frees up time to focus on value-added insights, business partnering, and strategic work that supports customers. The right system enables the entire business to be more agile in responding to the market. Click here for Part 2 of this guide.

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Additional Resources:

Glossary of Technical Terms
Member-Only
Terms commonly used in planning system implementations.

Digital Finance Roadmap Samples
Roadmap samples from the AFP community that reflect different scope and visions for project.