The FP&A Maturity Model: Achieving Intelligent Transformation

Intelligent planning is often just the right tool for a constantly changing business environment. Based on senior finance practitioners' insights, this research paper outlines the critical steps of transforming the FP&A team to the leading state of maturity. FP&A transformation will not happen overnight, but cutting-edge technology like AI/ML can be used to accelerate the process. Thought leaders from Amazon, Microsoft, and Honda share their opinions about transforming FP&A. Click to download the research paper and learn more.

Making Business Intelligence a Reality in FP&A

By Benjamin Wann

Done right, Business Intelligence (BI) can be a game-changer for how work is done and decisions are made. How can FP&A professionals successfully implement a BI tool? How long will the BI journey take? Check out an article written by the Director of FP&A at Societal™ CDMO to outline the steps required to make BI a critical tool in your organisation.

Roche’s FP&A Transformation Journey: Pushing the Boundaries of What Is Possible

By Svenja Amrhein

No organisation that has moved into beyond budgeting has looked back. But how exactly does an organisation complete such a non-traditional yet refined transformation? Take a look at the 3 key steps implemented by leading organisation Roche: Clear communication, Transparency, and Trust. To find out more, check out this article written by the company’s Head Group Strategic Planning.

Video: Best-in-class FP&A in Shell

By Remko Boer

What do mature Leadership, Collaboration and Data Analytics look like when it comes to FP&A? As companies evolve and promote change, processes must be streamlined and agile. Leaders must have a learner mindset with a strategic long-term focus. And those leaders need to be supported by multidisciplinary solution-focused teams and trusted advisors. Watch this short video, as Shell’s VP of Finance, Remko Boer, shares valuable insights that can help you take FP&A maturity to the next level.

Video: Ecolab Digital Transformation Case Study: Key Factors for Success

By Alex van der Kooij

For digital transformation to be successful, there are certain key criteria. Teams need to share and leverage holistic skills and competencies. Technology needs to consider the best impact for its users – no “digital for digital’s sake” – the data informing strategy needs to be relevant and actionable, and a culture of change needs to be cultivated. Watch this case study, as Alex van der Kooij, Finance Director, BI and Digital Transformation at Ecolab – shares the key ingredients required for successful digital transformation.

For more resources on FP&A Transformation, please click here.

FP&A Integration: The Winning Formula of Harmonising Top-Down and Bottom-Up Planning Processes

How can we harmonise all essential planning processes by going beyond finance to Extended Planning and Analysis (xP&A)? The answer may be Integrated FP&A. A crucial framework for planning in the world of unknown unknowns, Integrated FP&A helps organisations to close the gap between unaligned vertical and horizontal planning processes. Register for this webinar to learn more about FP&A Integration and what is the winning formula of harmonising top-down and bottom-up planning processes.

Real-Time and Continuous Planning: What Does It Involve

Everyone in FP&A agrees that agile planning and forecasting are essential in an environment of great uncertainty. FP&A agility is the ability to reforecast on demand. But how can we implement it? Join us for this webinar, where we will look at agility through the lens of the continuous planning and forecasting process. The panel of senior practitioners and thought leaders will share with us their experiences and practical insights.