financial planning

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Published By: Univera Healthcare     Published Date: Sep 07, 2017
It’s all about minimizing surprises. This handy resource provides a high-level, high deductible health plan crash course, some basic tips for getting started, and a worksheet to help you be sure you’re using your plan in the best way possible.
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health plans, medical expenses, financial planning, insurance, healthcare, deductible
    
Univera Healthcare
Published By: Workday     Published Date: Jun 05, 2017
Today’s banks, credit unions, asset management firms, lending companies, and other financial services businesses operate in a highly competitive and regulated environment. Servicing clients, introducing new products and channels, and opening new markets as well as having insight into your loans, investments, and deposits is critical to your bottom line. At the same time, employing the right people is what drives your future. Workday provides financial management, human capital management, and planning/ budgeting in a single cloud-based system to support your needs.
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Workday
Published By: Workday     Published Date: Aug 11, 2017
This Workday webinar featuring Paul Hamerman of Forrester Research, explores the power of uniting workforce and financial planning, budgeting, and forecasting. Learn best practices that help your organization succeed, such as embedding planning, budgeting, and forecasting into a single system with transaction data.
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Workday
Published By: Epicor     Published Date: Jan 09, 2018
Successful financial management really comes down to providing employees with the tools they need to make the most informed decisions at any given time. Accurate forecasts, budgets, and plans lead to smarter investments. In this Aberdeen research report, top performers are found to provide their employees with the tools that enable success, in addition to exhibiting the following characteristics: • Predictive • Informed • Efficient • Agile Download the report to find out how Epicor enterprise resource planning (ERP) solutions can help you improve your processes and turn your manufacturing business into a financial planning, budgeting, and forecasting leader.
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enterprise resource planning (erp), financial management, manufacturing, budgeting, forecasting
    
Epicor
Published By: Transamerica Retirement Management     Published Date: Jun 03, 2011
76 million baby boomers are ready to redefine retirement. Are they-or you-ready for what's to come? See what other benefits directors are saying. Download our free white paper.
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transamerica retirement management, benefits directors, baby boomers, padilla spear beardsley, employees, investments, medicare, social security
    
Transamerica Retirement Management
Published By: SAP     Published Date: Apr 03, 2017
Inside Constellation’s Series on Innovation in Financial Management Applications in the Cloud.
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financial management, hcm, cloud, cloud applications, erp, financial planning, cloud
    
SAP
Published By: Digital Realty     Published Date: Feb 25, 2015
When measuring competitive differentiation in milliseconds, connectivity is a key component for any financial services company’s data center strategy. In planning the move of its primary data center, a large international futures and commodities trading company needed to find a provider that could deliver the high capacity connectivity it required.
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financial services, trade processing, data center, connectivity, data center
    
Digital Realty
Published By: SAP     Published Date: Dec 04, 2015
In May of 2015, CFO Research conducted a global survey of senior finance executives at large companies, seeking to better understand how finance leaders aspire to support business decision makers in the pursuit of value creation—and how leading-edge financial planning and business analysis capabilities factor into those aspirations. This report is based on 335 survey responses from senior finance executives at companies with more than US$500 million in annual revenues, representing a broad range of company segments.
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financial planning and analysis, fp&a, finance leaders, business decision makers, business analysis capabilites, finance
    
SAP
Published By: SAP     Published Date: Nov 06, 2015
This report, based on a survey of over 200 organizations, illustrates that cloud users are looking for a new generation of cloud solutions which are simple, highly collaborative, and enable high performing Financial Planning and Analysis (FP&A) processes featuring accuracy and effectiveness.
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cloud financial planning and analysis, fp&a, cloud users, cloud solutions, finance
    
SAP
Published By: SAP     Published Date: Nov 16, 2015
This report, based on a survey of over 200 organizations, illustrates that cloud users are looking for a new generation of cloud solutions which are simple, highly collaborative, and enable high performing Financial Planning and Analysis (FP&A) processes featuring accuracy and effectiveness.
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SAP
Published By: Prophix     Published Date: May 31, 2016
Integrated financial planning with Prophix breaks down the silos and fosters collaboration, giving you a more complete picture of your organization to make more informed and accurate decisions for long-term strategic planning.
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financial planning, prophix, best practices, strategic planning
    
Prophix
Published By: IBM     Published Date: Oct 04, 2011
View this white paper to see how using an integrated enterprise planning solution can boost overall corporate performance.
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business intelligence, cognos, consulting, dashboard, reporting, personal finance, investing, futures
    
IBM
Published By: Steelwedge     Published Date: May 12, 2014
7 critical factors for developing an integrated business process that drives collaboration and unied focus across multiple divisions and departments to align operational planning with financial planning.
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steelwedge, s&op, integrated business process, financial planning, sw2
    
Steelwedge
Published By: Steelwedge     Published Date: May 12, 2014
Supply Chain Insights in their study found that more than 80% of the companies they surveyed had an S&OP process. However, most companies have varying levels of maturity with it, and hence, very mixed results. The starting point to building a roadmap for a mature and successful S&OP process is to assess your current process. Gartner’s Maturity Model provides a very good mechanism for it.
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steelwedge, s&op, integrated business process, financial planning, sw2, gartner
    
Steelwedge
Published By: FinancialForce     Published Date: Dec 01, 2017
FinancialForce Professional Services Automation (PSA) is a cloud based services solution. Our Services Resource Planning (SRP) is an end to end solution for professional services organizations encompassing sales, accounting, billing and more.
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FinancialForce
Published By: Workday     Published Date: Jul 19, 2017
Today’s business climate demands that corporations have a flexible computing infrastructure. Because of the agility it provides, cloud computing is garnering interest in many organisations. As they look at such possible deployments, however, some CIOs become hamstrung by security concerns. They feel that the traditional method of securing information in premises-based systems is the best way. While that option worked for many years, the threat landscape today is more diverse and more potentially damaging than ever before.
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security, it department, system set-up, cloud suppliers, frameworks, human resources, enterprise financial, planning data
    
Workday
Published By: Adaptive Planning     Published Date: Dec 05, 2011
Join us for an informative webinar and learn how easy it can be to create exceptional value through FP&A. You will hear case studies describing how leading financial services firms worldwide have been able to move beyond Excel and save time, enhance companywide collaboration, and improve business decisions - ultimately resulting in higher revenues and profits. And you'll also see a demo of how Adaptive Planning's award-winning software creates value for enterprise companies.
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finance, budget, business, management solutions, adaptive planning, financial services, revenue, profit
    
Adaptive Planning
Published By: Workday     Published Date: Nov 27, 2017
Today’s banks, credit unions, asset management firms, lending companies, and other financial services businesses operate in a highly competitive and regulated environment. Servicing clients, introducing new products and channels, and opening new markets as well as having insight into your loans, investments, and deposits is critical to your bottom line. At the same time, employing the right people is what drives your future. Workday provides financial management, human capital management, and planning/ budgeting in a single cloud-based system to support your needs.
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Workday
Published By: Anaplan     Published Date: Apr 06, 2016
A Harvard Business Review Analytics Services White Paper Finance is constantly tested to keep pace in today’s business environment. To keep up, planning needs to become a continuous process that spans departmental boundaries and enables managers to collectively realign resources to respond to market changes. Organizations must streamline disparate sales and operational planning with traditional financial planning and analysis by using technology to connect people, data, and processes across the organization. Download this white paper to discover the three steps to moving towards finance-led integrated business planning recommended by the Harvard Business Review.
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analytics, planning, cfo, operations, business practices, revenue, growth, enterprise business
    
Anaplan
Published By: NetSuite     Published Date: Feb 17, 2016
Download this report to learn more about the Seven Deadly Stiflers and how to rid them to drive growth: The hairball Waiting for real time information Billing and rev rec: necessary bedfellows Upgrades equal downgrades Where's the money? Uncoupled product and service Misalignment of Strategy and execution
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revenue, profits, netsuite, financial viability, strategic planning, growth, real time information, upgrade
    
NetSuite
Published By: Host Analytics     Published Date: Jun 05, 2017
Best-in-class firms have realized that budgeting, planning and reporting can't ALL be done with Excel. And running a successful business starts with effective planning and performance management, and the data you generate during these critical processes is among the most important and sensitive in your organization. A miscalculation, oversight, or a security breach could be financially devastating. By recognizing the 5 signs of Excel abuse, and making the necessary changes, best-in-class organizations can: -streamline planning and performance management -keep sensitive data secure -significantly reduce the potential for human error
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Host Analytics
Published By: Host Analytics     Published Date: Jun 05, 2017
EXPERT GUIDE TO CREATING A ROLLING FORECAST FRAMEWORK Ten Best Practices For Streamlining Your Planning Processes Gaining a crystal ball look into your company’s future starts by creating a rolling forecast framework built on driver and project-based planning. Download this guide to discover the actionable steps to: -Identifying the dynamics of revenue and the related drivers. -Generating your financial objectives for rolling forecasts. -Replacing Excel with the functionality to accommodate your budget and strategic management. Learn how to transform your planning processes with the full benefits of rolling forecasts in this white paper.
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Host Analytics
Published By: OracleSMB     Published Date: Jan 04, 2018
The back-office can drive bottom-line growth. When you leverage financial and planning cloud solutions to improve finance function effectiveness, you increase net income by driving down costs out of your business. Stop viewing your back-office as a cost center, and leverage it as a foundation for business growth. It is a smart move for today’s competitive marketplace. Learn the five ways to do just that.
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OracleSMB
Published By: Hubble     Published Date: Oct 03, 2017
It’s critical that Finance teams have accurate, relevant, and timely data to understand current run rates and to steer your company toward growth. “The Finance Boss Guide to Oracle E-Business Suite to Drive Exponential Financial Gains” will help you translate numbers into fiscal performance through better reporting, analytics and planning, such as: How to create your own usable, sharable reports and web-based dashboards tracking financial performance and progress against company-wide KPIs Avoiding over-investing in dated ERP tools Industry analyst’s take on how to get better reporting and planning best practices and tools How Finance leaders at Bibby Distribution used the ability to drill down into reports to get exactly the detail they needed to address immediate business issues
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Hubble
Published By: Hubble     Published Date: Oct 03, 2017
Get “The Consummate IT Pro’s Guide to Driving IT Innovation & Efficiency with Oracle EBS” and we’ll help you capitalize on the value of IT through better reporting, analytics, and planning directly through your ERP. Use these resources to get up to speed on: Enabling end users to create their own usable, sharable reports and web-based dashboards tracking financial performance and progress against company-wide KPIs Avoiding costly mistakes when upgrading your ERP system Industry analyst’s take on how to get better reporting and planning from ERP systems How Finance and IT leaders at Ladbrokes replaced Oracle reports and quit having to manipulate data in static spreadsheets
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Hubble
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