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        Robert Kugel's Analyst Perspectives

        As a result of the rapidly changing business landscape in 2020 and the need to quickly – and intelligently – change business plans and budgets, many more companies have been deciding to adopt a continuous planning approach to be able to add speed and flexibility. Transforming how organizations plan and budget has become a top-of-mind issue for CFO and even CEOs. Ventana Research has been advocating what we call continuous planning to improve organizational performance. In this multimedia...

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        Topics: FP&A, Office of Finance, budget, CFO, financial planning

        Profitability management produces a sustainable competitive advantage but by 2025 only one-third of companies will have implemented a profitability management initiative, explains Ventana Research SVP and Research Director Robert Kugel. This brief video shows why FP&A organizations must be part of a profitability management approach to pricing and costing.

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        Topics: FP&A, Office of Finance, Sales Operations, CFO, financial planning, Price Optimization, Price and Revenue Management

        In this Analyst Perspective from Robert Kugel, learn how FP&A can redefine its mission to achieve the long-stated goal of making it more of a strategic partner with the rest of the organization. This means fully adopting integrated business planning, a high participation, collaborative, action-oriented approach to planning and budgeting built on frequent, short planning sprints. Short planning cycles enable companies to achieve greater agility in responding to market or competitive changes, and...

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        Topics: FP&A, Office of Finance, Budgeting, Business Planning, CFO, financial planning, forecasting

        For the past several years Ventana Research has focused more on analytics and their importance to improving business performance. We’ve done extensive benchmark research in business analytics, detailing how they are used generally in business and in major functional areas of companies as well as their application in specific industries. We adopted this focus because technology advances are changing the landscape of analytics. Its use in business management, for example, is getting new scrutiny...

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        Topics: Big Data, Performance Management, Planning, Human Capital Management, Modeling, Office of Finance, Operational Performance Management (OPM), Budgeting, driver-based, Analytics, Business Analytics, In-memory, Business Performance Management (BPM), Customer Performance Management (CPM), Financial Performance Management (FPM), Sales Performance Management (SPM), Supply Chain Performance Management (SCPM), Workforce Performance Management (WPM), best pracices, business value, cash management, challenge, financial planning

        Management decision-making typically involves a three-step process of inform, analyze and act. In the earliest days of what came to be known as business intelligence, developers created decision support systems that provided information and analytics to help executives and high-level managers choose the best course of action. Working with numbers rather than gut instinct still is viewed as a best practice. After all, a pilot who doesn’t trust his or her instruments is heading for an accident.

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        Topics: Big Data, Performance Management, Planning, Modeling, Office of Finance, Operational Performance Management (OPM), Budgeting, closed loop, contingency planning, driver-based, driver-based planning, Analytics, Business Analytics, Business Collaboration, Business Mobility, Cloud Computing, In-memory, Business Performance Management (BPM), Customer Performance Management (CPM), Financial Performance Management (FPM), Sales Performance Management (SPM), Supply Chain Performance Management (SCPM), Workforce Performance Management (WPM), best pracices, business value, cash management, challenge, financial planning

        I thought of writing a note on this topic when multinational corporations started to withdraw their deposits from eurozone banks, but the pessimism that event engendered was short-lived. Now, as the monetary crisis deepens in Europe, it’s perhaps time to ask what your company would do if parts of its financial system implodes. You may think that your company will not be affected because it doesn’t do business with the eurozone. Or you may believe that it’s unlikely to happen and therefore not...

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        Topics: Big Data, Performance Management, Planning, Social Media, Modeling, Office of Finance, Operational Performance Management (OPM), Budgeting, contingency planning, crisis, driver-based, Analytics, Business Analytics, Business Collaboration, Business Mobility, Cloud Computing, Business Performance Management (BPM), Customer Performance Management (CPM), Financial Performance Management (FPM), Sales Performance Management (SPM), Supply Chain Performance Management (SCPM), Workforce Performance Management (WPM), best pracices, business value, cash management, challenge, financial planning

        I hadn’t thought about the exact definition of “driver-based planning” until the question came up in the context of our planning benchmark research showing that only 6% of companies with more than 100 employees do driver-based planning. Broadly defined, the term could be applied to the use of any spreadsheet-planning model because these almost always have built-in volume-times-price formulas, which are components of driver-based plans. However, this is not what most people have in mind when...

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        Topics: Big Data, Performance Management, Planning, Modeling, Office of Finance, Operational Performance Management (OPM), Budgeting, driver-based, Analytics, Business Analytics, Business Collaboration, Business Performance Management (BPM), Financial Performance Management (FPM), Sales Performance Management (SPM), Workforce Performance Management (WPM), best pracices, business value, cash management, challenge, financial planning
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        Our Analyst Perspective Policy

        • Ventana Research’s Analyst Perspectives are fact-based analysis and guidance on business, industry and technology vendor trends. Each Analyst Perspective presents the view of the analyst who is an established subject matter expert on new developments, business and technology trends, findings from our research, or best practice insights.

          Each is prepared and reviewed in accordance with Ventana Research’s strict standards for accuracy and objectivity and reviewed to ensure it delivers reliable and actionable insights. It is reviewed and edited by research management and is approved by the Chief Research Officer; no individual or organization outside of Ventana Research reviews any Analyst Perspective before it is published. If you have any issue with an Analyst Perspective, please email them to ChiefResearchOfficer@ventanaresearch.com

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