The adaptive Insights Business Planning Cloud has evolved around this philosophy. We realized early on that with the right architecture and integration framework, you can plan and report using any source data you want—from any ERP, GL, HCM, CRM, or other system—and present it in an integrated way that’s easy, intuitive, and seamless. This allows you to easily compare your plan against what really happened or, even better, what is happening now. Integration with third-party solutions has always been a fundamental strength of Adaptive Insights cloud software.
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Why being platform agnostic matters

“In the modern era, a closed ecosystem holds no future whatsoever.” My colleague Bhaskar Himatsingka, who heads product development and direction at Adaptive Insights, a Workday company, wrote those words here nine months ago. His message: Keeping cloud platforms open is just common sense. “Today’s businesses,” he noted, “are built… [READ MORE]

SaaS Sales and Finance collaborate together in planning, forecasting and day-to-day Sales management issues. That collaboration can be smooth and extremely productive, or there can be less productive friction. Working with hundreds of SaaS and software Finance organizations to collect and benchmark key Sales-related metrics, we’ve seen some best practices that tend to make the collaboration work well.
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SaaS sales and finance—playing nicely together or not

SaaS Sales and Finance collaborate together in planning, forecasting and day-to-day Sales management issues. That collaboration can be smooth and extremely productive, or there can be less productive friction. Working with hundreds of SaaS and software Finance organizations to collect and benchmark key Sales-related metrics, we’ve seen some best practices… [READ MORE]

scenario planning, rolling forecasts
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Why forward-thinking finance teams opt for 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]

Many finance leaders feel more comfortable with an empty spreadsheet than a blank notebook. But in today’s data-deluged world, every CFO needs to be a storyteller who injects meaning into numbers. This holds especially true at corporate board meetings, when the directors—who probably aren’t involved in the company’s day-to-day operations—require fewer data points and a clear big picture.
1886 Views
How to create compelling board reports

Many finance leaders feel more comfortable with an empty spreadsheet than a blank notebook. But in today’s data-deluged world, every CFO needs to be a storyteller who injects meaning into numbers. This holds especially true at corporate board meetings, when the directors—who probably aren’t involved in the company’s day-to-day operations—require… [READ MORE]

Data visualization; But by visualizing financial data, you can quickly and easily present the numbers in a way that tells the story behind them.
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The importance of data visualization

If a picture is worth a thousand words, what is one chart worth? For some CFOs the answer is potentially millions in revenue. It can increase their influence in the boardroom and be a fast track to the CEO position. Here’s why: Finance teams are being tasked with processing—and making… [READ MORE]

Most businesses today know that their financial reporting is not as good as it should be. Yet many are slow to take action to correct it. The reasons are many, chief among them: other priorities. If you’ve put improving reporting on your “back‐ burner” wish list, don’t worry. I’ve identified four easy steps that can set you on the path to better reporting.
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For FP&A metrics that matter, try common standards

How does a highly effective finance team take control of complexity and fragmented information? They start by building common standards that help employees across the company integrate information in an efficient way to deliver a single version of the truth. Like many streamlined practices, the idea of common FP&A metrics… [READ MORE]

Business agility equals success, says Tom Bogan, executive vice president, Planning Business Unit, Workday. But achieving agility means taking action soon.
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Now more than ever, it’s about agility

If it seems like the forces of change bearing down on your business are accelerating, it’s only because they are. Globalization and digitalization are rapidly causing markets to flatten. Disruptive competitors can shatter the prospects of long-standing leaders. Customer expectations are soaring—causing companies to realize that in the concierge economy,… [READ MORE]