13 10, 2019

How an EPM Solution Takes Sales Data to the Next Level

By |2019-11-05T08:24:47+01:00October 13th, 2019|Categories: Inside Jedox|Tags: , , , , , , , |

Locally owned businesses often create a rich heritage across generations who helped those businesses thrive and grow. When these businesses achieve success on local, national, and international levels, effective performance management to ensure continued success for future generations is key. And in the era of digital transformation, ensuring accurate data and highly efficient data management is crucial. We sat down ...

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11 09, 2019

Hey Siri, What’s My Forecasted EBITDA Look Like?

By |2019-11-05T13:14:50+01:00September 11th, 2019|Categories: Thought Leadership|Tags: , , , , , , , , , |

Even though we have so much advanced technology surrounding us, we still cannot just ask, “Hey Siri, what’s my forecasted EBITDA look like?” There are many reasons why such technology isn't available yet—insufficient data, unstructured data and some human knowledge that is not yet transferable to machine. However, there are many available technology tools that can simplify planning tasks and ...

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22 08, 2019

An Open Letter To The CFO on FP&A

By |2019-11-05T09:13:58+01:00August 22nd, 2019|Categories: Thought Leadership|Tags: , , , , , |

Dear CFO, We heard that you put FP&A on your list of top priorities to work on. We understand that you’re not satisfied with the return on investment you’re getting from the department. You told us that there is too much data, reporting, and analysis and too few real insights that change decisions for the better. You also told ...

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23 07, 2019

How Technology Will Change FP&A Forever

By |2019-11-05T09:14:35+01:00July 23rd, 2019|Categories: Thought Leadership|Tags: , , , , , |

You do not have to be a data scientist to recognize the impact of technology on FP&A is and will continue to be significant. If you are still skeptical, have a look at a few blogs written by Lance Rubin where he disrupted his own role. One of the biggest challenges of automation (Robotic Process Automation) and artificial intelligence/machine ...

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18 07, 2019

Why Transforming Your FP&A Matters

By |2019-11-05T09:14:46+01:00July 18th, 2019|Categories: Thought Leadership|Tags: , , , , , , |

"Transformation!" is the clear message from Chief Financial Officers. To do that we must address the mindset of the entire FP&A team. Operating within your organization's framework, as we discussed in the previous posts, “A Framework for the New FP&A Department”, in this blog series, will frame how your FP&A team carries out this mandate. We asked several Financial ...

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27 03, 2019

A Smarter Approach to Sales Planning

By |2019-05-28T12:13:14+01:00March 27th, 2019|Categories: Thought Leadership|Tags: , , , |

Best-in-class CRM tools are a must for any company that wants to maintain its competitive edge. Yet despite all of their fancy features and functions, most leading systems fall short when it comes to planning. So what’s a sales professional to do – resort to spreadsheets despite all of the known risks and shortcomings? Fortunately, today there are better options: ...

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