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        Robert Kugel's Analyst Perspectives

        Alight has announced that it is partnering with Scope Systems to provide the mining industry with planning and financial reporting systems tailored for extraction companies. Scope creates ERP solutions for companies engaged in mining, drilling and natural resource exploration.

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        Topics: Planning, Office of Finance, Operational Performance Management (OPM), driver-based, Business Analytics, Business Performance Management (BPM), Financial Performance Management (FPM), Sales Performance Management (SPM), Integrated Business Planning, Spreadsheets

        I recently participated in a panel discussion about the rise in the use of rolling forecasts in corporate planning. I’m not surprised by this trend; I have encouraged it. Ever since the financial crisis started three years ago, I’ve been writing that companies should rethink how they plan and budget to respond to increasing business volatility. Rolling forecasts are useful because they continually extend the formal planning horizon out more than a year rather than having it stop abruptly at the...

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        Topics: Big Data, Performance Management, Planning, Social Media, Office of Finance, Operational Performance Management (OPM), Budgeting, IBP, Business Analytics, Business Collaboration, Business Mobility, Cloud Computing, Business Performance Management (BPM), CFO, COO, Customer Performance Management (CPM), Financial Performance Management (FPM), Sales Performance Management (SPM), Supply Chain Performance Management (SCPM), Workforce Performance Management (WPM), Integrated Business Planning

        Predictive analytics can be valuable tools for performance management. When the term is applied to planning or forecasting, many people take it to mean the ability to automate plans or forecasts. It’s true that using predictive analytics correctly is likely to enhance their accuracy, but these techniques do not eliminate the need for judgment; in practice, many organizations may realize more value from applying predictive analytics to assess results than to forecast outcomes. Moreover, as...

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        Topics: Big Data, Performance Management, Planning, Predictive Analytics, Operational Performance Management (OPM), Budgeting, Analytics, Business Analytics, Business Intelligence, Business Performance Management (BPM), Financial Performance Management (FPM), Information Management (IM), Sales Performance Management (SPM), Supply Chain Performance Management (SCPM), Workforce Performance Management (WPM), Financial Performance Management, Integrated Business Planning

        I think one of best epigrams attributed to Mark Twain is, “Everyone talks about the weather but nobody ever does something about it.” This also has relevance to the situation with corporate planning and budgeting. Bemoaning its lack of value and calling for some sort of change goes back a long way, but few companies have matured their process. In the 1970s something called “zero-based budgeting” was all the rage in business and accounting periodicals. It was energetically advocated by President...

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        Topics: Planning, Predictive Analytics, Sales, Office of Finance, Operational Performance Management (OPM), Budgeting, contingency planning, Business Analytics, Business Collaboration, Business Performance Management (BPM), CFO, finance, Financial Performance Management (FPM), Sales Performance Management (SPM), Supply Chain Performance Management (SCPM), Financial Performance Management, Integrated Business Planning

        SAP announced the release of version 10 of its SAP BusinessObjects Enterprise Performance Management (EPM) Solutions suite, an enhanced and updated set of applications and capabilities for executives and managers. In our Value Index assessment of financial performance management suites and my analysis of it last year, Ventana Research gave SAP’s offering the highest score, and this new release builds on that solid foundation that I already assessed in my blog. It has been several years since...

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        Topics: Planning, SAP, Forecast, Office of Finance, Operational Performance Management (OPM), budget, Budgeting, XBRL, Business Analytics, Business Intelligence, Business Mobility, Governance, Risk & Compliance (GRC), Business Performance Management (BPM), CFO, Financial Performance Management (FPM), Information Management (IM), Supply Chain Performance Management (SCPM), agile, budgeting software, CEO, Corporate Finance, Financial Performance Management, Integrated Business Planning

        Alight Planning sells planning and budgeting software mainly to midsize companies and stresses its software’s ability to support a more effective approach to corporate planning and budgeting. It calls this “agile planning,” a term used to contrast a traditional, highly deterministic method of drawing up and executing plans with an “agile” mindset that is better able to deal with the high level of economic volatility that most businesses confront today. In many respects Alight’s approach is...

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        Topics: Planning, Forecast, Office of Finance, Operational Performance Management (OPM), budget, Budgeting, CFO, Financial Performance Management (FPM), Sales Performance Management (SPM), Supply Chain Performance Management (SCPM), agile, budgeting software, CEO, Integrated Business Planning

        People who perform the financial planning and analysis (FP&A) function in the finance organization put together and update the budgets and forecasts. In many companies, the “A” portion of this activity gets short shrift. That’s because the mechanical process of pulling together and collating the data takes up so much time that very little remains for analysis. The result is that planning and budgeting is a less useful business tool than it could be. Improving FP&A can give executives and...

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        Topics: FP&A, Finance Analytics, Financial Applications, Business Performance Management (BPM), CFO, finance, Financial Performance Management (FPM), Integrated Business Planning

        I’ve focused attention of integrated business planning for the past several years as our benchmark research on business planning and other related topics consistently finds companies are not getting enough of a return on the considerable amount of time and effort they spend on budgeting and planning. Moreover, the current economic climate makes substantive contingency planning more important than ever. Our research finds that there is a great deal of planning going on. Most managers and...

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        Topics: Operational Performance Management (OPM), Jonova, Business Performance Management (BPM), Financial Performance Management (FPM), Financial Performance Management, Integrated Business Planning
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