by jackguarneri | Jan 24, 2023 | Budgeting, Finance and Banking, General BI and Data Management
Not all firms budget, but nearly all that do use Excel. This is true for firms of all sizes, across all industries, and around the world. Among those firms that do budget, even staff who have relatively few numbers to contribute—in contrast to Finance professionals...
by dfernandes | Jan 23, 2023 | Budgeting, Business Analytics, Business Intelligence (BI), Data Management, General BI and Data Management
More than ever, CFOs are expected to look at past and present performance to formulate dynamic future growth strategies that will guide a company through the competitive landscape. They must consider revenue targets; gross margin goals; keeping costs down while...
by jessicaotero | Jan 19, 2023 | Business Intelligence (BI), General BI and Data Management, PowerExcel, Reporting
Financial Processes are Challenging Here you’ll find what we have found to be typical financial process challenges, along with our top tips for making your processes smarter. 1. Inefficient Processes Relying on outdated systems only makes the financial...
by sazmoodley | Feb 11, 2020 | Budgeting, Business Intelligence (BI), Data Analysis, General BI and Data Management, Microsoft Excel
The budgeting and forecasting process for most organizations is long and tedious and occurs on an annual basis, at least. Companies try to do it more often to improve accuracy and aim to ultimately implement a procedure for continuous planning, rolling forecasts,...
by sazmoodley | Feb 7, 2020 | Budgeting, Data Analysis, Finance and Banking, Microsoft Excel
How 2 Persistent Conditions Define Budget Planning in ERPs There are 2 remarkably persistent conditions in the world of Finance Technology that concern budgeting and ERPs. It’s surprising, because the complexities that Finance departments must address have increased...
by sazmoodley | Oct 2, 2017 | Data Management, General BI and Data Management, Microsoft Excel, Reporting
Data preparation can be a tedious and time consuming activity. However, it is a fundamental part of the data analysis process in order to produce accurate information that can be trusted. If you are responsible for preparing data for analytics, you have to ask...
