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FP&A Trends Insights Paper 2025. From Data to Decisions: Practical Steps for FP&A Analytical Transformation
FP&A Trends Insights Paper 2025. From Data to Decisions: Practical Steps for FP&A Analytical Transformation
June 16, 2025
FP&A Tags:
FP&A Analytics, Data-Driven FP&A, FP&A Transformation, FP&A Trends Research

In an era of data overload and fast-evolving digital tools, traditional FP&A methods are no longer sufficient. This Insights Paper offers a practical roadmap for Analytical Transformation, showing how to harness data more effectively, implement modern analytics platforms, and build a culture where insights drive decision-making. Drawing on a decade of global research and real-world case studies, it explores why transformation efforts often stall — and how to make them succeed.

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Why Does Your FP&A Team Need a Data Strategy?
Irina-Steenbeek-Data-Strategy
March 25, 2025

By Dr Irina Steenbeek, Founder of 'Data Crossroads'

FP&A Tags:
Data-Driven FP&A, FP&A Analytics

A strong data strategy is crucial for FP&A teams to ensure accurate, timely and meaningful insights, enabling better decision-making and strategic alignment.

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Why Should We Embrace Analytics?
Ron-Monteiro-Analytics-Main
October 10, 2024

By Ron Monteiro, Speaker, Facilitator and Coach at Clear Concept Inc.

FP&A Tags:
FP&A Analytics, FP&A Technology

In this article, the author outlines why we have to move beyond Excel and what benefits the new tech stack may bring us to allow for real-time planning, better insights, and enhanced collaboration with modern tools.

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A Step-by-Step Approach to Analytical Transformation
A Step- by-Step Approach to Analytical Transformation by Pedro Thena
February 9, 2024
FP&A Tags:
FP&A Analytics, FP&A Change Management

In this video, Pedro Thena, VP Finance Global CFO - HPS at Honeywell, discusses a Step-by-Step Approach to Analytical Transformation.

He also shares a real-life example of how people, processes and technology can shape change and the example of an analytical ecosystem to adapt to it.

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Shared Service to COE Transformation – A Working Model
Durga-Srinivas-Perisetti-Shared-Service-Center-Main
October 31, 2023

By Durga Srinivas Perisetti, Director of FP&A and Operations Analytics at Juniper Networks

FP&A Tags:
FP&A Transformation, FP&A Case Studies, FP&A Analytics, FP&A Team Building, Data-Driven FP&A, Modelling and Forecasting

This article provides a working model for businesses eager to transform a typical volume-intensive, cost-focused Shared Service Centre into a value-oriented COE. It also provides the reader with a detailed overview of the differences between these notions, a practical example of such a project and critical factors to consider before driving this transformation.

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Analytics Scorecard for the Right KPIs to Increase Performance
Lawrence-Maisel-Analytics-Scorecard-Main-Cropped
August 15, 2023

By Lawrence (Larry) Maisel, President at DecisionVu and Robert J. Zwerling, Managing Director at Finance Analytics Institute

FP&A Tags:
FP&A Analytics, FP&A KPI, AI in FP&A

In this article, we discuss how using Strategy Maps with AI-enabled analytics becomes an excellent technique for visually elucidating strategic objectives with the corresponding KPIs, forming financial and operational metrics, and highlighting their interdependences with the help of an Analytics Scorecard™.

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Event Calendar

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Bridging Today and Tomorrow: FP&A's Strategic Adoption of Present and Future AI Capabilities
 
Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond
 
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Generative AI in FP&A: From Hype to Real Impact
 
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All events for the year

Future Meetings

The FP&A Trends Webinar: FP&A 2026+: Top 5 Trends Through the AI Lens
The FP&A Trends Webinar Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond

December 4, 2025

The Digital North American FP&A Circle
The Digital North American FP&A Circle Generative AI in FP&A: From Hype to Real Impact

December 9, 2025

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