eBook

The Goldilocks Budget: Best practices for developing a “just right” budget for your business

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CFO Indicator Q2 2016 – Peak Ascent: How FP&A Can Guide CFOs to Great Heights

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White Paper

CFO Indicator Q1 2016: Big Data, Better Vision: The Agile CFO

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Webcast

10 Most Popular Excel Tips and Tricks (and When to Use Them)

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eBook

The Goldilocks Budget: Best practices for developing a “just right” budget for your business

Download
White Paper

CFO Indicator Q2 2016 – Peak Ascent: How FP&A Can Guide CFOs to Great Heights

Download
White Paper

CFO Indicator Q1 2016: Big Data, Better Vision: The Agile CFO

Download
Webcast

10 Most Popular Excel Tips and Tricks (and When to Use Them)

watch
  • White Paper

    CFO Indicator Q2 2016 – Peak Ascent: How FP&A Can Guide CFOs...

    The Q2 2016 global CFO survey from Adaptive Insights took a deep dive into financial planning and analysis (FP&A) for the first time—and revealed a great need for FP&A teams to become more strategic to support CFOs as they increasingly play a broader role in guiding corporate planning and performance. The report highlights CFOs’ hiring...
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  • White Paper

    CFO Indicator Q1 2016: Big Data, Better Vision: The Agile CFO

    The latest global CFO survey from Adaptive Insights shares insights from finance leaders around how they leverage big data & analytics, strategic initiatives bringing value to their organization, and hurdles to overcome on the path to CEO. Results indicate strategic leaders are leveraging data and analytics to drive scenario planning, looking...
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  • White Paper

    5 Secrets to Success With Business Intelligence

    Learn the five best practices used by companies that have successfully harnessed business intelligence (BI) to gain deep, actionable insights into performance. Based on the findings of a landmark report by Dresner Advisory Services, this white paper will help you launch and drive a successful BI initiative at your organization.
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  • White Paper

    CFO Indicator Q4 2015: Collaborative Finance Organizations: The...

    The CFO is moving from finance gatekeeper to a champion of strategy and value creation, and finance’s reach and impact now extends throughout the company. Insights from a survey of 533 global CFOs highlight the evolving role of the CFO and the need for deeper collaboration and expanded skills across the entire finance function.
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  • White Paper

    4 Steps to Making Your Finance Function an Analytics Powerhouse

    Are you ready for the changing role of the finance function? This report explores the expanding responsibilities of finance leaders and outlines a four-step approach for elevating your role to a more strategic position. You’ll learn how to create a culture of data-driven decision-making that enables insight and drives value.
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  • White Paper

    CFO Indicator Report Q3 2015: Strategic CFOs Break Down Silos to...

    The latest global CFO survey from Adaptive Insights shares insights from finance leaders faced with increasing responsibility as the amount of data managed by their teams continues to grow. Results indicate strategic leaders are driving their organizations toward a single source of truth.
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  • White Paper

    Budgeting: Seeing the Future

    Gauge and improve your budgeting skills with the help of this excerpt from “Manager's Toolkit: The 13 Skills Managers Need to Succeed” (Harvard Business School Publishing). Fundamentals of the process and budgeting terminology are presented with charts and graphs to illustrate key concepts.
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  • White Paper

    What-If Analysis and Activity-Based Budgeting

    Find insights to make a success of activity-based budgeting in this excerpt from "Time-Driven Activity-Based Costing: A Simpler and More Powerful Path to Higher Profits." Effective activity-based budgeting gives managers much greater spending control over their cost structure, particularly over fixed costs.
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  • White Paper

    Q2 2015 CFO Indicator Summary Report: CFOs Ready to Lead...

    Survey results show that nearly half of global CFOs expect to play a more strategic leadership role. This summary report of the research highlights inhibitors to success, current technology challenges, and areas for future investment.
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  • White Paper

    A Better Way to Forecast

    Every business decision depends on forecasting the consequences of the decision. Explore the challenges in creating accurate forecasts, and learn how to overcome bias and oversimplifying the truth. Certain methods incorporate more information into formulating predictions, which improves the accuracy of business decisions.
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  • White Paper

    Analytics for CFOs

    Read how dashboards help finance executives track operational metrics, as well as make informed, strategic decisions under time-critical situations. Modern CFOs oversee important decisions, so they need the right tools and support, including a supportive finance team and visibility into operational and financial data.
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  • White Paper

    Six Rules for Effective Forecasting

    Read intriguing expert insights from the Harvard Business Review that demystify forecasting. The goal of forecasting is not to predict the future, but to tell you what you need to know to take meaningful action in the present, claims the author, who outlines approaches to develop greater forecasting discernment.
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  • White Paper

    The Annual Performance Trap: Why the Budgeting Process Must...

    Get an on-the-money analysis of budget process woes from the Harvard Business Review. Most agree the process takes too long, costs too much, and adds too little value. That said, the budget process will only move into the 21st century with a new set of management processes and leadership style.
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  • White Paper

    The Velocity of Value

    Read how "speed of insight” in finance functions accelerates strategic decision-making. Also known as “time to action,” the speed of insight involves more than number-crunching. Finance tools must move beyond a P&L statement and get to the real drivers of innovation and change, which are necessary to drive growth.
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  • White Paper

    Using Dashboards to Revolutionize Your Performance Management-...

    Learn what to consider when implementing dashboards in a performance management system. An article by Mark Lorence, director of Palladium Group, outlines three steps for a successful dashboard rollout: Establish an accurate data pipeline for populating analytics, allow for iteration, and test for data disparities or bugs.
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  • White Paper

    Why Forecasts Fail. What to Do Instead

    Learn how forecasting falls apart and what to do when it does. The discipline has advanced over the years, but managers must learn from history what they can and cannot predict, and develop plans that are sensitive to surprises. Instead of seeking predictability, it’s better to prepare for different contingencies.
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  • White Paper

    Art of Quantation

    Read how to master the art of “quantation”—that is, how to present numerical information effectively. This checklist from Randall Bolten, author of “Painting with Numbers,” covers best practices—from text treatments to concept organization to document layout—to ensure the numbers make sense to your audience.
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  • White Paper

    Communication by the Numbers

    Learn how to motivate and inspire teams with data rather than bore and confuse them. One approach to chart the way through information: Start with a message, follow with evidence. These tips provide ways to effectively communicate the meaning of data.
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  • White Paper

    No Time For Budgets

    Learn how to pick up the pace of your annual planning process—or eliminate it for the better. The typical annual budgeting process is too slow for a volatile and changing business landscape. Finance leaders can pick up the speed, or eliminate the annual budget, by using rolling forecasts or scenario planning.
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  • White Paper

    Why More Companies are Abandoning Budgets in Favor of Rolling...

    Read about the trend away from annual budgeting to rolling forecasts, flexible budgets and event-driven planning for agility. Unilever, Norton Lilly International, and Statoil are on board. Says one budgeting expert, “It makes no sense to use a 19th-century tool to manage a 21st-century company in a volatile global economy.”
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  • White Paper

    Get IT Right—Or Get Left Behind

    Nearly all respondents to a CFO research survey agreed better use of IT would boost business performance, but hurdles remain to fully capitalizing on the cloud, big data, and mobile technology. Peer into the mindsets of 112 finance executives from small and midsize companies on the competitive use of information technology.
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  • White Paper

    How to Avoid Three Costly Reporting Mistakes

    Learn about the most costly reporting mistakes and how to avoid them. A white paper from BPM Partners discusses the high cost of excess resource requirements, decision-making without adequate information, and missed opportunities due to lack of reporting capabilities.
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  • White Paper

    Self-Service BI Through Data Discovery and Visualization

    Read about using visual analytics to access information in near real time. Organizations are finding it increasingly difficult to deal with increasing volumes of data and promptly distribute information to the right people at the right time. These challenges give rise to an opportunity for innovation in analytics.
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  • White Paper

    Using Scenarios to Plan for Tomorrow

    Scenario planning refocuses executive assumptions and management views, promotes organizational learning, and models the business environment as nonlinear. The results? A much clearer view of future business opportunities. The planning experience at Shell and a seven-step process are outlined here.
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  • White Paper

    Accelerating Productivity and Profit Through Effective Planning

    Unleash the full power of Adaptive Insights' planning, budgeting, and forecasting software for cash flow projection, sales planning, and balance sheet forecasting. With these tips and strategies you can reduce cycle times up to 90%.
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  • White Paper

    Minding the Analytics Gap

    Read about effectively applying your analytical results to business issues. Many executives are making critical decisions based on data they do not fully understand. Financial managers can help bridge the gap between understanding data and making data-driven decisions.
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  • White Paper

    Reinventing the CFO

    Read about the modern pressures facing CFOs, their challenges with combining technology and financial practices, and examples of CFOs who have reinvented their roles as a strategic member of the C-suite. The excerpt comes from the book “Reinventing the CFO: How Financial Managers Can Transform their Roles and Add Greater Value.”
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  • White Paper

    The Changing Manufacturing Landscape

    Read about the unique challenges of achieving excellent corporate performance in the manufacturing sector. Discover how taking planning and performance management out of spreadsheets and into the cloud offers greater agility to successfully conduct business across multiples sites, divisions, and operating locations.
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  • White Paper

    Turn Your Budgeting Process Upside Down

    Discover strategies to move beyond number-crunching and improve the budgeting process. Bottom-up budgeting focuses on earnings and short-term numbers. But budgeting used as a tool to introduce and reinforce a growth mindset results in wiser investments that drive long-term revenue, cash flow, and shareholder value.
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  • White Paper

    Using Dashboards to Revolutionize Your Performance Management-...

    Read about making dashboards a vital part of the management process. Mark Lorence, director at Palladium Group, Inc., provides clear-cut, intelligible definitions of dashboards and scorecards and how they work together in a well-oiled performance management system.
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  • White Paper

    What the Best CFOs Do Better: Secrets for Smarter Decision-Making

    Finance chiefs offer a unique perspective in their organizations by providing a big picture view of financial data and a granular view of operations. Learn what the top CFOs are doing to drive better decision-making.
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  • White Paper

    Design Characteristics of an Effective Natural P&L Report

    Consult this brief checklist written by Randall Bolten, author of “Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You,” as a guide to create a “natural P&L,” a cornerstone of management reporting in every organization.
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  • White Paper

    5 Technology Strategies That Drive Success for Finance Executives

    Read how savvy financial leaders view success in today’s fast-moving financial landscape in this recap of an Adaptive Live 2014 panel interview. Host: Rob Hull. Panel: Mike Dinsdale, CFO of DocuSign, Tarun Bhatia, CFO of KIPP, Gene Domecus, COO of Blurb, and Pamela Langshaw, finance manager and 15-year veteran of Coca-Cola.
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