Analytics

CFOs are becoming more proactive about helping organizations see what the future holds. 

Clark Patterson Lee sounds like it’s in good hands with Jen Rees.

The architectural and design firm’s CFO was among the financial leaders recently profiled in the Rochester Business Journal, where she discussed how she used scenario planning to figure out what acquisitions or divesting of certain business lines would mean for the company. The same article also quoted an expert from Deloitte who suggested this future-looking focus is where modern finance needs to be. Continue reading Why the Evolution of Financial Forecasting is Picking Up Speed

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It’s not just a matter of choosing the right technology. Financial leaders also need to think about aligning resources with corporate objectives. 

Which comes first: the budgeting software or the budget plan?

This may seem like a fairly obvious chicken-and-egg question, but some of the brightest minds in finance technology will tell you it needs to be answered in a highly sophisticated way. Continue reading Why CFOs Need To Bring Planning, Strategy and Budgeting Together

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A survey says workers would be a lot more productive if the systems they use were more interactive. The solution may already be within reach.

Stop what you’re doing. Close your most recent files and sign out of your usual applications. It’s time to do some group problem-solving, and that means it’s time for all of us to boot up our team collaboration system instead. Continue reading The Immersive Collaboration Tool Everybody’s Already Using

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Collaboration between finance and other parts of the business has never been more important. That’s why Excel is a platform for growth. 

When a company reaches a certain level of success, it’s tempting to assume that the investments they need to continue growing are obvious. Good CFOs, though, never stop thinking about costs and value, and about what the right strategy look like. Continue reading Collaboration: Sharing a Spreadsheet, Shaping Business Outcomes

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Quote by Christopher Lah, Revenue Cycle Senior Director at Cincinnati Children’s Hospital.

Putting the right information into one place should enable better decision-making, but first you need to avoid the most common design traps.

If you’re driving a car, you probably only glance at the dashboard every now and then — you know, to check your speed vs. the speed limit, to make sure you have enough gas and so on. No one expects the dashboard to tell you how to actually drive. Financial dashboards are no different. Or at least, they shouldn’t be. Continue reading How To Build Dashboards that Overcome the Doubters

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