In today's highly competitive economic environment, successful companies must rapidly adapt to fluctuations in operational and economic strategies. Having a rolling forecast allows companies to:
Anticipate change and promptly respond to immediate needs
Proactively address long term financial consequences to the business that are not realized through traditional annual forecasting and planning methods.
Extend forecasting cycles further out
Standardize the forecast process
Create forecasts rapidly
Emphasize key drivers
Join Bryan Hogan and Justin Cooper both from Finit's Hyperion Planning team as they discuss the functional benefits of Rolling Forecasts:
What are the key areas of focus for a Rolling Forecast?
How can a Rolling Forecast benefit my company, my division, my Cost Center?
Will a Rolling Forecast create more work for my analysts? Or will it actually reduce work over time?
Why are many companies using rolling forecasts now? And....
How to implement a Rolling Forecast in Hyperion Planning "out of the box" or by utilizing a more customized solution.
Presenter: Bryan Hogan & Justin Cooper
Application Requirements For Rolling ForecastsBen Lamorte
Â
Overview of application requirements for implementing a rolling forecast in a software package. Includes an excellent analysis differentiating "budgeting" from "planning" as well as some recent survey results that show budgets becoming obsolete very quickly in the current economic climate. In this analysis, you learn why "budgeting software" just does not work all that well for implementing rolling forecasts in general.
OKRs and driver based plans by lamorte - aug 2014 san franciscoBen Lamorte
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Presented at Business Forecasting 2014 in San Francisco, August 2014. Includes 5 best practices for making driver-based plans work and focuses on Objectives and Key Results.
As more customers consider OneStream for their Corporate Performance Management (CPM) needs we are frequently being asked questions like:
How are other customers using OneStream?
We know how we do "X", but what have you seen other companies do to make "X" better/easier/faster in OneStream?
We want to do "Y", but we aren't sure what it would mean to do "Y" in OneStream?
These questions apply to a wide range of topics. In this and future webinars we will review what Finit has helped companies "do" in regards to the following topics using OneStream:
Automating / Streamlining Cash Flow Reporting
Integrating Multiple Charts of Accounts
Functional versus Natural Account Reporting
Rolling / Seeding Forecasts
Bridge and Variance Analysis
Acquisition Reporting
Multiple Currency Reporting
Hear how Finit has helped companies approach these topics and helped them design and implement solutions that allow them to maximize their OneStream investment.
Presenter: Jay Hampton
www.finitsolutions.com
Making driver-based planning and budgeting workAnaplan
Â
For Finance departments to best navigate through the twists and turns of today’s fast moving marketplace, a haphazard, once-a-year budgeting process just doesn’t cut it. To survive and thrive in this environment, this process needs to change to be more agile, align around a consistent set of resources, and attain a trusted level of accuracy.
One reliable way to transform your budgeting process is to integrate the modeling that budget contributors typically do on spreadsheets to deliver driver-based planning and budgeting. With benefits such as being able to rapidly reforecast with minimal effort, having operational capacity always aligned, and better decision making that comes from having a deeper insight into variances, it has obvious appeal. So why is it not more widely used?
View these slides from our webinar with Forrester Research and Proformative and watch the full webinar here: https://www.anaplan.com/webinars/driver-based-budgeting/
Learn a best practice methodology where financial plans incorporate assumptions about business activities which are modeled to drive financial data such as revenue projections, headcount, spending and capital requirements.
Genpact helps leaders of some of the largest enterprises
transform and run their processes and operations, including
the very complex and industry-specific. We help enterprises to be more competitive by becoming more intelligent: adaptive, innovative, globally effective and connected by enabling tighter management of costs, risks, regulations, and supporting growth.
Application Requirements For Rolling ForecastsBen Lamorte
Â
Overview of application requirements for implementing a rolling forecast in a software package. Includes an excellent analysis differentiating "budgeting" from "planning" as well as some recent survey results that show budgets becoming obsolete very quickly in the current economic climate. In this analysis, you learn why "budgeting software" just does not work all that well for implementing rolling forecasts in general.
OKRs and driver based plans by lamorte - aug 2014 san franciscoBen Lamorte
Â
Presented at Business Forecasting 2014 in San Francisco, August 2014. Includes 5 best practices for making driver-based plans work and focuses on Objectives and Key Results.
As more customers consider OneStream for their Corporate Performance Management (CPM) needs we are frequently being asked questions like:
How are other customers using OneStream?
We know how we do "X", but what have you seen other companies do to make "X" better/easier/faster in OneStream?
We want to do "Y", but we aren't sure what it would mean to do "Y" in OneStream?
These questions apply to a wide range of topics. In this and future webinars we will review what Finit has helped companies "do" in regards to the following topics using OneStream:
Automating / Streamlining Cash Flow Reporting
Integrating Multiple Charts of Accounts
Functional versus Natural Account Reporting
Rolling / Seeding Forecasts
Bridge and Variance Analysis
Acquisition Reporting
Multiple Currency Reporting
Hear how Finit has helped companies approach these topics and helped them design and implement solutions that allow them to maximize their OneStream investment.
Presenter: Jay Hampton
www.finitsolutions.com
Making driver-based planning and budgeting workAnaplan
Â
For Finance departments to best navigate through the twists and turns of today’s fast moving marketplace, a haphazard, once-a-year budgeting process just doesn’t cut it. To survive and thrive in this environment, this process needs to change to be more agile, align around a consistent set of resources, and attain a trusted level of accuracy.
One reliable way to transform your budgeting process is to integrate the modeling that budget contributors typically do on spreadsheets to deliver driver-based planning and budgeting. With benefits such as being able to rapidly reforecast with minimal effort, having operational capacity always aligned, and better decision making that comes from having a deeper insight into variances, it has obvious appeal. So why is it not more widely used?
View these slides from our webinar with Forrester Research and Proformative and watch the full webinar here: https://www.anaplan.com/webinars/driver-based-budgeting/
Learn a best practice methodology where financial plans incorporate assumptions about business activities which are modeled to drive financial data such as revenue projections, headcount, spending and capital requirements.
Genpact helps leaders of some of the largest enterprises
transform and run their processes and operations, including
the very complex and industry-specific. We help enterprises to be more competitive by becoming more intelligent: adaptive, innovative, globally effective and connected by enabling tighter management of costs, risks, regulations, and supporting growth.
Foresite’s Brian Hawkes explains the practical application of driver-based rolling forecasts and performance analytics for realising sales targets and avoiding forecasting becoming an unachieved prediction or statement of aspiration. He explains how up to 95% of commercial activities are inadequately analysed in business reporting and reveals how getting the right information from the right place can be a rich source of analytics for business drivers, limiters and inputs; their impact on sales trajectory and the remedial capability to close forecast gaps. Whilst this information is critical for supporting performance management and financial control, it often does not warrant the complex BI or prescriptive SFA systems that have been the traditional solutions for so long and can distract management from the real issues in their business. Lean and agile systems are robust, easily understood and essential to establishing business forecasts and insights that are both provable and evidence-based.
Digging into HANA ROI and Biz Case Analysis - Discussed by Jon Reed and Tony ...Jon Reed
Â
In this informal but focused narrated slideshare, Jon Reed of http://www.diginomica.com talks through a HANA business case methodology with Tony Guetersloh of TekLink, based on TekLink's approach and slide deck. The guys review how to move beyond HANA hype and speeds to build a project finance use case informed by process owners. There will be a companion audio slideshare version released with the slides. Jon has no financial relationship with TekLink, this was just for fun because the content was worth a hard look.
Sales Forecasting: Detailed Visibility, Real-Time Trends, Instant Cost And Ma...Anaplan
Â
Platinum sponsor Deloitte will present a case study on how they worked with Lexmark to improve their sales planning and execution. With a combination of best-in-class technology and best practices around people and process, Lexmark has positioned itself to capitalize on new market opportunities.
SPEAKERS
Denis Giuliani, Vice President, Marketing and Sales, Lexmark
Kevin Josephson, Manager, Deloitte
Financial planning and analysis (FP&A) is the process of forecasting a company's future financial performance and managing its financial resources to meet those forecasts. FP&A professionals are responsible for creating accurate financial models, developing budget proposals, and analyzing past financial performance in order to identify trends and recommend improvements.
From annual budget to rolling forecast - Karine CochetKarine Cochet
Â
On April 18 & 19, 2013, I participated as a speaker at the FP&A Innovation Summit in Hong Kong,
Organized by IE. (Innovation Enterprise), the Financial Forecasting & Planning Innovation Summit brought together CFO and FP&A Directors from all around Asia.
During 2 days, we, Finance executives, were able to share our experience and discuss around the 2013 Summit Topic: “Today companies rely on a solid FP&A process, this requires the ability to access, collect and analyze both financial data and forward-looking non-financial measures such as trends in customer demand or commodity prices”
In my presentation, I focused on Driver-based forecasting and rolling forecast.
“Traditional annual budget process is often seen as a time-consuming exercise, with limited value, whose underlying assumptions are quickly outdated. In a time of increasing competition and fast changing environment, there is a need for a more agile way to predict the future. In the presentation, we will discuss the opportunity to introduce a more flexible approach based on driver-based forecasting and rolling forecast. We will consider the impacts of such a move on the organizations.”
The ROI of Sales and Operations Planning (S&OP) MaturitySteelwedge
Â
How far is your company on its Sales and Operations Planning maturity journey? Have you hit a brick wall? According to Gartner, nearly 70% of manufacturers are getting "stuck" at Stage 2 maturity: balancing supply and demand.
The vast majority of companies use Excel to power their S&OP. While no one ever abandons Excel, those who try to power through maturity with only Excel or a collection of disparate, unconnected solutions, usually hit a brick wall when it comes time to driving collaboration and scale in their plans.
Download the ROI of S&OP Maturity presentation to see how well your company is performing and learn how you can break through to S&OP maturity value.
For even more information, or to contact us, please visit http://www.steelwedge.com/
Finance 2020: Designing a Finance function to meet new demandsDeloitte Canada
Â
CFOs in all industries are under pressure to provide insights to help boards and leadership teams make better decisions. How do they—and their Finance teams—need to change to meet rising expectations? What will the impact be on the Finance organization and its information, systems, processes and controls? Finance 2020 explores possible futures for operational, business and specialized finance.
In today's fast-paced world companies need to be able to respond rapidly to market, economic, and environmental changes. Using a Driver Based Forecasting model enables companies to adjust forecasts quickly and easily to provide more accurate strategic plans. Join Carla Cwiertnia from Finit's Hyperion Planning team as she discusses the benefits of Driver Based Forecasting.
During this webinar we will review:
What is a Driver?
How do we use Drivers?
What exactly is Driver Based Forecasting?
What are the benefits of Driver Based Forecasting for a company?
Will using Drivers make financial forecasting more accurate?
We will also go over key steps in creating a Driver Based forecast such as:
Identifying key metrics that drive Revenue and Costs
Creating metrics to plan for overhead (IT, Finance, HR, etc.)
Applying rates and caps to more accurately predict headcount related expenses
Implementing brackets to determine which rates to apply to certain measures
Standardizing the forecast process
Driver Based Forecasting Brochure
Presenter: Carla Cwiertnia
Date: 02/12/2016
Catagory: Hyperion Planning, Essbase
Next-generation integrated business planning: The Deloitte Perspective | AnaplanAnaplan
Â
How can smart planning help your business become more agile and connected? What business activities can benefit from an integrated, real-time planning approach?
In this informative webinar, Bart Hughes from Deloitte will share perspectives on what business planning activites to integrate and when to do so on the journey to integrated business planning (IBP). You’ll gain perspective from Deloitte planning process experts across Finance, Sales, HR, and Supply Chain on how next-generation IBP can benefit your business and the steps you can take to get there.
https://www.anaplan.com/webinars/next-generation-integrated-business/
Revenue Recognition Made Easy for your Project-Based BusinessIntacct Corporation
Â
Are you spending as much time deferring and recognizing revenue as completing projects?
See how Intacct is helping organizations like yours:
--Decouple revenue recognition rules from billing rules
--Automate the deferral and recognition of project-based revenue
--Recognize revenue based on project milestones
A Step by Step Approach to Actionable Website KPIsUnilytics
Â
Learn How Well Designed KPI’s Immediately Inform How Your Website is Performing. This webinar presents a real world methodology to build relevant KPIs that provide direct feedback on the success of your website and organization.
Hub16: Revenue modeling at Autodesk: Aligning Sales Operations and Finance wi...Anaplan
Â
Autodesk’s Nick Hanson and J.R. Matheson will demonstrate how Anaplan has improved their revenue forecasting by connecting their billings and sales forecasting models. Come learn tips, tricks, and best practices to achieve tighter integration with your Sales Finance and Sales Ops teams as you learn how Autodesk built its Anaplan roadmap.
Finance webinar with Ventana Research and Anaplan: Enabling advanced decision...Anaplan
Â
Thought-provoking speakers from Ventana Research and Anaplan will provide practical advice on how to enable advanced decision-making across every part of your business.
The Engineer Webcast: Five Ways to Get More Engineering Time Out of Your Eng...Planview
Â
View the On-Demand Webcast! Planview.info/Workcast
What keeps executives up at night?
"Are we working on the highest value products to meet our growth objectives and do we have the people to get it done?"
Learn about:
-resource management pain points
-capacity planning pain points
-the importance and difficulty of considering capacity in the planning process
-how to get more engineering time out of your engineers
-the top business risks of not addressing resource management and capacity planning with improved processes and tools
View the On-Demand Webcast! Planview.info/Workcast
Foresite’s Brian Hawkes explains the practical application of driver-based rolling forecasts and performance analytics for realising sales targets and avoiding forecasting becoming an unachieved prediction or statement of aspiration. He explains how up to 95% of commercial activities are inadequately analysed in business reporting and reveals how getting the right information from the right place can be a rich source of analytics for business drivers, limiters and inputs; their impact on sales trajectory and the remedial capability to close forecast gaps. Whilst this information is critical for supporting performance management and financial control, it often does not warrant the complex BI or prescriptive SFA systems that have been the traditional solutions for so long and can distract management from the real issues in their business. Lean and agile systems are robust, easily understood and essential to establishing business forecasts and insights that are both provable and evidence-based.
Digging into HANA ROI and Biz Case Analysis - Discussed by Jon Reed and Tony ...Jon Reed
Â
In this informal but focused narrated slideshare, Jon Reed of http://www.diginomica.com talks through a HANA business case methodology with Tony Guetersloh of TekLink, based on TekLink's approach and slide deck. The guys review how to move beyond HANA hype and speeds to build a project finance use case informed by process owners. There will be a companion audio slideshare version released with the slides. Jon has no financial relationship with TekLink, this was just for fun because the content was worth a hard look.
Sales Forecasting: Detailed Visibility, Real-Time Trends, Instant Cost And Ma...Anaplan
Â
Platinum sponsor Deloitte will present a case study on how they worked with Lexmark to improve their sales planning and execution. With a combination of best-in-class technology and best practices around people and process, Lexmark has positioned itself to capitalize on new market opportunities.
SPEAKERS
Denis Giuliani, Vice President, Marketing and Sales, Lexmark
Kevin Josephson, Manager, Deloitte
Financial planning and analysis (FP&A) is the process of forecasting a company's future financial performance and managing its financial resources to meet those forecasts. FP&A professionals are responsible for creating accurate financial models, developing budget proposals, and analyzing past financial performance in order to identify trends and recommend improvements.
From annual budget to rolling forecast - Karine CochetKarine Cochet
Â
On April 18 & 19, 2013, I participated as a speaker at the FP&A Innovation Summit in Hong Kong,
Organized by IE. (Innovation Enterprise), the Financial Forecasting & Planning Innovation Summit brought together CFO and FP&A Directors from all around Asia.
During 2 days, we, Finance executives, were able to share our experience and discuss around the 2013 Summit Topic: “Today companies rely on a solid FP&A process, this requires the ability to access, collect and analyze both financial data and forward-looking non-financial measures such as trends in customer demand or commodity prices”
In my presentation, I focused on Driver-based forecasting and rolling forecast.
“Traditional annual budget process is often seen as a time-consuming exercise, with limited value, whose underlying assumptions are quickly outdated. In a time of increasing competition and fast changing environment, there is a need for a more agile way to predict the future. In the presentation, we will discuss the opportunity to introduce a more flexible approach based on driver-based forecasting and rolling forecast. We will consider the impacts of such a move on the organizations.”
The ROI of Sales and Operations Planning (S&OP) MaturitySteelwedge
Â
How far is your company on its Sales and Operations Planning maturity journey? Have you hit a brick wall? According to Gartner, nearly 70% of manufacturers are getting "stuck" at Stage 2 maturity: balancing supply and demand.
The vast majority of companies use Excel to power their S&OP. While no one ever abandons Excel, those who try to power through maturity with only Excel or a collection of disparate, unconnected solutions, usually hit a brick wall when it comes time to driving collaboration and scale in their plans.
Download the ROI of S&OP Maturity presentation to see how well your company is performing and learn how you can break through to S&OP maturity value.
For even more information, or to contact us, please visit http://www.steelwedge.com/
Finance 2020: Designing a Finance function to meet new demandsDeloitte Canada
Â
CFOs in all industries are under pressure to provide insights to help boards and leadership teams make better decisions. How do they—and their Finance teams—need to change to meet rising expectations? What will the impact be on the Finance organization and its information, systems, processes and controls? Finance 2020 explores possible futures for operational, business and specialized finance.
In today's fast-paced world companies need to be able to respond rapidly to market, economic, and environmental changes. Using a Driver Based Forecasting model enables companies to adjust forecasts quickly and easily to provide more accurate strategic plans. Join Carla Cwiertnia from Finit's Hyperion Planning team as she discusses the benefits of Driver Based Forecasting.
During this webinar we will review:
What is a Driver?
How do we use Drivers?
What exactly is Driver Based Forecasting?
What are the benefits of Driver Based Forecasting for a company?
Will using Drivers make financial forecasting more accurate?
We will also go over key steps in creating a Driver Based forecast such as:
Identifying key metrics that drive Revenue and Costs
Creating metrics to plan for overhead (IT, Finance, HR, etc.)
Applying rates and caps to more accurately predict headcount related expenses
Implementing brackets to determine which rates to apply to certain measures
Standardizing the forecast process
Driver Based Forecasting Brochure
Presenter: Carla Cwiertnia
Date: 02/12/2016
Catagory: Hyperion Planning, Essbase
Next-generation integrated business planning: The Deloitte Perspective | AnaplanAnaplan
Â
How can smart planning help your business become more agile and connected? What business activities can benefit from an integrated, real-time planning approach?
In this informative webinar, Bart Hughes from Deloitte will share perspectives on what business planning activites to integrate and when to do so on the journey to integrated business planning (IBP). You’ll gain perspective from Deloitte planning process experts across Finance, Sales, HR, and Supply Chain on how next-generation IBP can benefit your business and the steps you can take to get there.
https://www.anaplan.com/webinars/next-generation-integrated-business/
Revenue Recognition Made Easy for your Project-Based BusinessIntacct Corporation
Â
Are you spending as much time deferring and recognizing revenue as completing projects?
See how Intacct is helping organizations like yours:
--Decouple revenue recognition rules from billing rules
--Automate the deferral and recognition of project-based revenue
--Recognize revenue based on project milestones
A Step by Step Approach to Actionable Website KPIsUnilytics
Â
Learn How Well Designed KPI’s Immediately Inform How Your Website is Performing. This webinar presents a real world methodology to build relevant KPIs that provide direct feedback on the success of your website and organization.
Hub16: Revenue modeling at Autodesk: Aligning Sales Operations and Finance wi...Anaplan
Â
Autodesk’s Nick Hanson and J.R. Matheson will demonstrate how Anaplan has improved their revenue forecasting by connecting their billings and sales forecasting models. Come learn tips, tricks, and best practices to achieve tighter integration with your Sales Finance and Sales Ops teams as you learn how Autodesk built its Anaplan roadmap.
Finance webinar with Ventana Research and Anaplan: Enabling advanced decision...Anaplan
Â
Thought-provoking speakers from Ventana Research and Anaplan will provide practical advice on how to enable advanced decision-making across every part of your business.
The Engineer Webcast: Five Ways to Get More Engineering Time Out of Your Eng...Planview
Â
View the On-Demand Webcast! Planview.info/Workcast
What keeps executives up at night?
"Are we working on the highest value products to meet our growth objectives and do we have the people to get it done?"
Learn about:
-resource management pain points
-capacity planning pain points
-the importance and difficulty of considering capacity in the planning process
-how to get more engineering time out of your engineers
-the top business risks of not addressing resource management and capacity planning with improved processes and tools
View the On-Demand Webcast! Planview.info/Workcast
Are you an FP&A Business User that is looking to improve your Planning Process by implementing purpose built software? Get a glimpse inside the decision making process while preparing for a Hyperion Planning or PBCS implementation. Join Bryan Hogan as he addresses all your Planning questions.
What are the different Plan & Forecast types and what are the benefits of each?
What do all the different Planning Buzzwords / Terms really mean for my company (for example, Driver Based Planning, Rolling Forecast, Bottoms-up Forecast, etc.)?
What different planning methodologies can be used to develop a forecast?
How low should I go? What level of planning makes sense to provide an effective management tool to help guide the business and make proactive business decisions?
What pain points am I likely to face as a planner but also as a business owner involved in the planning process?
Are there benefits to using a flexible Excel model versus a centralized planning solution
Presenter: Bryan Hogan
Power Your PMO with the Adaptive Enterprise Stephen Parry
Â
Business is evolving. Today’s customer expects an instant response to their demands. Today’s executive expects the PMO to deliver with unprecedented speed and accuracy. The name of the game is adaptability – not predictability.
Annual planning and cumbersome project lifecycles are no longer enough to meet these challenges. A new mindset is needed – one that enables the PMO to constantly evaluate and innovate as opportunities emerge, adding business value beyond tasks and processes.
Join this webinar with internationally renowned Author, Keynote Speaker and Change Architect, Stephen Parry at Lloyd Parry International and Carina Hatfield CPA, Senior Product Manager at Planview, to explore:
How to create an adaptive PMO that flexes to the speed of change
How to build a PMO that is responsive to the business need
How to promote executive confidence, even in times of uncertainty
How to create budgets, plans and resource maps that deliver the strategy but respond to the reality
How to partner with the business and become an Enterprise PMO
Customer-obsessed firms take an outside-in approach, relying heavily on collaboration, to deliver desirable products and services. Product, marketing, and technology teams exchange information with a wide circle of people, both internal and external to the company. Email remains the vehicle of choice: 77% of information workers use email for internal communication, while 76% use it for external communication with partners and clients. Over half of information workers are on email constantly. These interruption-driven activities reduce the amount of time spent on an actual task activity to a mere 18%. How does anyone get anything done?
Managing the chaos of work requires solutions that enable teams to have a centralized location to work collectively and share digital content deliverables such as documents, presentations, web content, and videos and capture the contextual conversations around the activities being performed. This webinar talks about the need for collaborative work management solutions and how they can bring greater productivity without adding extra work to the work you’re already doing.
The Difference Between Business Sponsored and Business LedDATAVERSITY
Â
Is sponsorship the same as leading? It is a proven fact that strong sponsorship is crucial for the success of any transformation in an organization, and EIM and DG is no different. 21st century business demand are urging organizations in a different direction, and moving EIM and DG away from just being sponsored to being led by the business. The CDO is one of many examples.
During this webinar John and Kelle will cover the trend of making EIM and DG intrinsic to business models, and cover the steps that need to occur to move from a sponsorship model to a leadership model for DG and EIM. Sign up to find out how to reinforce the sustainability of your EIM or DG program.
This webinar will cover:
•The difference between business sponsored and business led
•A series of activities to pivot from a sponsorship to leadership model
•An example scenario of moving from sponsored to led
CIMA Dublin MIAGEN on FP&A Best Practices June '15MIAGEN
Â
Make Better Decision making through dynamic Rolling Forecasting & Best Practices in FP&A - delivered by MIAGEN to CIMA Dublin as part of Adaptive Insights Breakfast Briefing series
Delivering Value with Financial Performance: Leading FP&A Practices of High-G...Proformative, Inc.
Â
The FP&A organization along with the rest of finance is undergoing a transformation, with increasing responsibilities and their accompanying challenges, all of which have to be undertaken with limited resources. FP&A leaders, like their peers in other finance groups, are being asked to elevate their focus and extend their reach across the organization, while still delivering on traditional blocking and tackling activities. Hear from FP&A leaders who have created significant company value while navigating high growth business environments. Learn how best practices – on KPIs, planning cycles, rolling forecasts, and other techniques – have enabled high performance, both for their functions and for their overall business.
Speakers: Eileen Tobias, Sr. Director of FP&A, NetSuite
Eric Zimmerman, Manager of Financial Planning and Analysis, Infusionsoft
Presentation delivered at ProformaTECH 2014 - http://www.proformatech.com
Track: Operational Advantage | Session: 4
PulseCheck 2016 How we track a clients specific goals across sales services s...Gainsight
Â
PulseCheck is the largest live streaming event in the Customer Success community, delivered right to your screen -- free of charge. We’ll cut out everything but the most actionable real-world applications for you and your entire customer-facing team. What’s left are eight 40-minute sessions from some of the most elite minds in Customer Success.
Similar to Finit solutions - The Benefits of a Rolling Forecast (20)
Cash Flow Series, Part 2: How to make HFM do the dirty workfinitsolutions
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Cash Flow in HFM by itself is complicated - and adding in the topics of CTA and non-cash items can begin to make even the most seasoned HFM veterans' heads spin. Join us for part 2 of our 2-part cash flow series to see some different approaches to tackling these complex issues and find out how to make HFM do the dirty work for you.
In this session you will learn:
How to identify some of the most overlooked items when designing an automated cash flow solution in HFM
What Cumulative Translation Adjustment (CTA) is, how CTA, works and how this affects your cash flow solution
What non-cash items you will need to consider when designing your cash flow solution
Examples of how CTA and non-cash items can be addressed and solved, including explanations of the metadata and rules setup
Presenter: Matt Spencer
Date: 08/24/2018
Cash Flow Series, Part I: 2-dimensional vs 3-dimensionalfinitsolutions
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Join us for part I of our two-part webinar series on cash flow topics We will explore various approaches to everyone's favorite financial report: the cash flow statement. Learn the difference between the 2-dimensional (using 2 HFM dimensions) and 3-dimensional (using 3 HFM dimensions for additional detail) approaches. We will review different ways to tackle each approach and help you decide which one may be a better fit for your business. A brief overview of the Statement of Cash Flows will be provided - no CPA certification required!
In this session you will learn how to:
Better define and understand detailed aspects of the cash flow statement
Differentiate 2-dimensional cash flow vs. 3-dimensional cash flow
Identify how the approaches, input, and outputs differ between 2-dimensional and 3-dimensional cash flow
Understand and set up 2-dimensional and 3-dimensional cash flow in your HFM application
Presenter: Matt Spencer
Date: 08/17/2018
Lumberjack: Finit's Oracle EPM - Hyperion System Monitoring Toolfinitsolutions
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Actionable insight on how your Oracle EPM system is performing and how to fix it
As we all know, the back-end of our Oracle EPM systems have become more and more complex. Not only does it take longer to install, but it requires both Hyperion experience and IT involvement to properly monitor and support the environment. Finit's Infrastructure Group has been involved with some of the most complex Oracle EPM environments in the United States. As a result, we have developed our own in-house tools to assist clients with Performance Monitoring, System Tracking, System Logging, Crash Analysis, and Infrastructure Best Practices. Finit has refined these tools and has incorporated them into a packaged solution called Lumberjack.
Please join us on Friday July 20th to learn about Lumberjack. Frank Zidar, head of Finit Infrastructure, will be your host. In this webinar we will provide an overview of Lumberjack and discuss how several clients are leveraging the tool to monitor their Oracle EPM environment's efficiency / performance and triage degradation in performance, systems errors, and alerts. As a result of the use of Lumberjack, many organizations have gained better insight into how to keep their EPM environments healthy and keep end users happy!
Presenter: Frank Zidar
Date: 07/13/2018
A complete review of the use cases and anatomy of the mysterious yet powerful Dynamic Member Lists and Dynamic "Point of View" Member Lists
Have you ever wished you could collect certain supplemental data (e.g. PP&E rollforward) at the parent entity level (e.g. legal entity, market, geographical region) instead of at each base entity in HFM? Have you ever wished you could run a FR Report for a group of entities such as a region by just specifying the region entity in the user Point of View? Have you ever wished you could pull a list of active entities based on the year or scenario selected?\
Your wishes can come true with the use of Dynamic Member Lists and Dynamic "Point of View" Member Lists with HFM data forms and BI+ FR Reports. Join us in this webinar to take a deep dive into the application and construction of these member lists. Whether you are a business user, a Hyperion system administrator, or a developer, you will be enlightened by the information presented.
Attendees will learn:
The difference between Static, Dynamic Member Lists and Dynamic "Point of View" Member Lists
The use cases for Dynamic Member Lists and Dynamic "Point of View" Member Lists in HFM data forms and BI+ FR reports
The construction of the data forms and reports leveraging Dynamic Member Lists and Dynamic "Point of View" Member Lists
Presenter: Mary Chan & Grace Xu
Date: 04/27/2018
Finit - Breaking Through the Cloud Part II: FCCS, Closing in on Full Parity w...finitsolutions
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A complete review of FCCS to help you understand current functionality and key product features.
Is your company considering moving its financial reporting from on-premises to the cloud? Have you heard that Financial Close and Consolidation Cloud Services (FCCS) is now closer to achieving full parity with HFM? Join us for Part II of our 3-part series "Breaking Through the Cloud" as we take a look at the most recent releases of FCCS as it closes in to be on equal footing with HFM. Learn the details about FCCS, what this product is capable of and understand the key features and functionality that Oracle has added into FCCS.
Attendees will be provided with insight to assess their options on the close and consolidation front. Part II, Closing in on Full Parity with FCCS will include:
The main features of FCCS
Noteworthy Features and Oracle's release roadmap
A comparison of Features between HFM and FCCS
Additional Features of FCCS that may not be in HFM
Presenter: Geordan Drummond
Date: 03/10/2018
Finit - Creative Solutions for FX Analysis in HFM finitsolutions
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Finit is honored to host this upcoming joint webinar with our client, YUM! Brands, Inc. Yum! Brands, Inc., based in Louisville, Kentucky, has over 44,000 restaurants in more than 135 countries and territories, Yum! Brands was named to the Dow Jones Sustainability North America Index and among the top 100 Best Corporate Citizens by Corporate Responsibility Magazine. The company's restaurant brands - KFC, Pizza Hut and Taco Bell - are the global leaders of the chicken, pizza and Mexican style food categories. Worldwide, the Yum! Brands system opens over six new restaurants per day on average, making it a leader in global retail development. Jill Baker from Yum! Brands and Mary Chan from Finit will be presenting Creative Solutions for FX Analysis in HFM.
For companies that have local, functional currencies different from the corporate reporting currency FX impact analysis or Constant Rate Analysis may be a simple translation. But many companies today have more complex needs when it comes to FX Analysis. What if your entities submit financial data in the company's reporting currency but operate in a different local currency? For example, an entity in the Czech Republic may have a functional currency in EUR even though the local currency is in CZK. How do you perform FX impact analysis or Constant Rate Analysis for this entity easily in HFM? Yum! Brands has tackled the solution for this in various ways, from the mundane manual calculation in Excel to two different automated creative ways in HFM. In this webinar we will share with you the creative solutions our team and the Yum! Brands team collaborated on to automate translations in HFM.
The webinar will include:
Specific Business Requirements
Application Design Considerations
Setting up the HFM metadata and rules to solve the problem
Execution and end user experience and benefits
Pros and cons of the different options
Presenter: Mary Chan & Jill Baker (Yum! Brands)
Date: 02/23/2018
Finit - Breaking Through the Cloud: An Overview of Oracle EPM Cloudfinitsolutions
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A complete review to help you understand the range of EPM cloud solutions provided by Oracle
Oracle has been rapidly building up its offerings in the cloud over the past few years and Finit is excited to present a 3-part series this quarter entitled: "Breaking Through the Cloud". Included in our 3-part series will first be an overview of the Oracle EPM cloud products followed by an in-depth investigation of Financial Consolidation and Close Cloud Service (FCCS), and then wrapping up with Planning and Budgeting Cloud Service (PBCS).
Oracle now has a cloud equivalent for all of the on-premises EPM products and many of them continue to mature in terms of features and functionality. Through a hands-on approach we have gathered information on the range of solutions. Part I, an Overview of Oracle EPM cloud, will include:
An overview of Oracle's cloud platform
A survey of the EPM cloud products
How do the solutions work together
Who Should Attend
Finance and accounting leaders within your organization looking to enhance knowledge of the current EPM offerings.
System Administrators and technical support personnel eager to understand the Oracle Cloud and how it affects them.
Presenter: Geordan Drummond
Date: 02/09/2018
The Support Policies and Technological Details you need to make informed decisions
As you are probably aware, it has been challenging to understand and navigate On-Premise Oracle Support Policies and Third-Party Compatibility (Excel, Windows, SQL, IE, etc.). Fortunately, we are here to help as it impacts all of us in the Oracle-Hyperion world in terms of planning for future projects, and deciding when (or if) to upgrade. At Finit, we have worked through various scenarios for our clients after distilling all this information from Oracle. We have condensed this down into a 30-45 minute presentation which will review how the Oracle EPM Roadmap affects you along with the various options available.
Topics:
The 'State of EPM' and a review of Oracle EPM versioning and support dates.
End of Premier Support for 11.1.2.3, March 2018, what does this mean?
What are your options? What are your peers planning moving forward? What should your organization be thinking through?
Who Should Attend:
We will cover a range of topics geared toward the state of EPM, Premier Support and options moving forward. Attendees should include:
Finance/Accounting Leaders within your organization looking to enhance knowledge within their EPM systems and the current EPM roadmap.
System Administrators and technical support personnel eager to understand the Oracle Roadmap and how it affects them.
Before hybrid mode capabilities were available, multiple cube solutions that blended the power of block storage (BSO) and aggregate storage (ASO) cubes were often used to provide the most efficient Essbase solution. These solutions allowed developers to utilize the robust calculation capabilities of BSO along with the rapid aggregation capabilities of ASO. With the availability of hybrid storage mode, these multiple cube solutions can now be simplified into a single hybrid cube.
In this webinar, Dennis Hogan will present:
A case study to:
Determine the impact of using hybrid storage and how it addressed key concerns of a 2 cube solution
Determine how the hybrid approach will optimize performance
The process of converting one multi-cube solution into a single hybrid cube
The good, the bad, and the ugly of the hybrid cube conversion process
The feasibility of a hybrid cube solution - Is it for you?
Presenter: Dennis Hogan
Date: 05/19/2017
Finit Hyperion Planning & PBCS Simplified User Interfacefinitsolutions
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Learn how to implement Hyperion Planning's Simplified Interface. Enhance and simplify the user experience with demonstrations of customization techniques and tips for guiding the user through the planning process. See examples of existing applications that were converted from the classic interface to the simplified interface. Leave this webinar knowing how to implement the simplified interface.
Webinar Agenda
Simplified Interface: What is it?
Simplified Interface vs. Workspace
On premise vs PBCS
Tablet / Mobile Access
Customization
Design Considerations: Features not in Workspace
Demonstration
Finit how to let go - enterprise archive appsfinitsolutions
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Hyperion Enterprise was a great finance tool that revolutionized corporate consolidations and reporting. For some, Enterprise was so great that it's still very hard to let it go!
You may have converted from Enterprise to HFM or OneStream years ago, but you still have 5 or 10 years of historical data in your current system. A few times a year, your CFO or Tax Department asks a question that you can only answer by jumping back into Hyperion Enterprise.
At the same time, you're getting pressure from IT to shut the Enterprise servers down. The risks and costs associated with maintaining 6 year-old unsupported software continue to grow, your budget is slim to none and the timeline for the project is week or two.
What's an Admin to do?
Webinar Topics:
Archiving Enterprise applications in HFM or OneStream
The Flat App Conversion timeline (this can be converted quickly)
How an Enterprise-to-HFM or Enterprise-to-OneStream Flat App conversion can be completed without a full-scale implementation at very low cost
How an Enterprise Archive brings all the data you need from Enterprise
How to replicate the relative simplicity of Enterprise in a 'flat' application
How to design an application to replace the different ways you're still using Enterprise today
How to avoid recalculating, re-translating and re-consolidating data in HFM or OS to match Enterprise logic
How to migrate and reconcile historical data quickly
Finit formula and business rule efficiency in one streamfinitsolutions
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OneStream is an extremely flexible platform and has really been making a name for itself in the CPM (Corporate Performance Management) market. In addition to everything that the software can do out-of-the-box, at Finit we can customize your application to meet a wide range of complex business requirements. The limits of OneStream's flexibility is based more on the boundaries of consultants' / administrators' imagination and rule building abilities than any real constraints which exist within OneStream itself. Inside OneStream XF there are a variety of modules where rules/calculations can reside and there is ample opportunity for configurations to extend your system's functionality. Types of rules which exist are:
Member Formulas
Business Rules
Transformation Rules
Confirmation Rules
Join us for an explanation of the fundamental principles around creating efficient process and business rules and scripts within OneStream as we focus on:
Minimizing processing time
Decreasing manual application maintenance
Data storage
Script development
Additionally, we will explain Data Buffers / Eval Buffers, and then introduce some of the new functionality that has been developed for the 3.7 release of OneStream XF.
Finit creative solutions for cash flow fx analysis through dashboardingfinitsolutions
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Continuing in our webinar series Finit is proud to present and demo some of the top solutions in Onestream. Join us Friday Aug 19th to learn about our custom developed 3-Dimensional View (aka Audit View) of Cash View
Hear OneStream implementation lead Christine Ong-Estrada review the metadata structure necessary for the 3D View
Advantages of using this method of Cash Flow Reporting and
The use of Dashboards utilized around Cash Flow to guide users through the generation of the Cash Flow Report
In Part II of the presentation, we will detail and demo Application Dashboards that allow you to generate Automated and Dynamic FX Analysis
We will discuss the different reports available
Running a Calculation to save parameters and
Running a Consolidation to calculate the FX Analysis
Lastly, we will focus directly on Dashboards inside of OneStream:
The Actors Workspace - which allows you to set up different sets of Dashboards based on Role (i.e. Accountant, Controller, CFO, etc.)
Guided Reporting
Visual aids - charts, pies, and bars
And much much more...
Finit one small step - tips and tricks for transitioning from fdm to fdmeefinitsolutions
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Are you considering making the leap from FDM Classic to FDMEE? Have you already committed to FDMEE and want a better idea of what's in store? Join us as we travel through the transition process and learn what steps are involved in the transition from FDM to FDMEE including:
An overview of the FDM to FDMEE Oracle Migration Utility
What types of access will be required to different data sources to perform the migration
Updates to your existing FDM application to make the transition smoother
Items to address in your newly created FDMEE application
We will also discuss some of the subtle differences between the versions including (but not limited to):
Scripting
Case sensitivity
Multidimensional mapping
Security
Determining the chart of accounts is a pivotal step in the development of any EPM solution, regardless of the product that is being implemented. Finit will be hosting a webinar to discuss various topics that should be considered when deciding on a chart of accounts. With a focus on users in both Finance and IT organizations, this webinar will be useful for anyone preparing to implement a new EPM solution, or redesign an existing application. Join us as we discuss and provide examples of:
The importance of the chart of accounts and application dependencies
Matching a chart of accounts to the application's purpose and usage
The benefits and trade-offs of:
Level of detail included in the chart of accounts
Naming conventions
Design - Functional, Natural, or Hybrid?
Downstream impacts on other aspects of the reporting process:
Data Integration
Cash Flow
Other specialized reporting
Finit - What's Trending: Topics on the Cloud and Infrastructurefinitsolutions
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As you are likely aware, we are in a period of tremendous IT-related change in the EPM / CPM solution space. With the acceptance of virtualization to the rise of cloud computing, more options and decisions currently exist that impact how the CFO organization deploys and uses their EPM / CPM solutions. Finit will be conducting an IT-focused webinar geared to business users that will explain the options and decisions that exist for the CFO organization. In this webinar, we will discuss the key IT trends business users should be aware of and how Finit's two software partners, OneStream and Oracle Hyperion, are addressing these trends.
During this webinar, we will review the following:
Cloud computing and key topics
The different types of cloud computing service models
The different types of deployments
How the EPM / CPM software vendors are addressing solutions for the cloud
Overall infrastructure and platform key topics
Virtualization
Key drivers of performance
Backup and recovery approaches
Testing Strategies
Testing approaches during and after implementations
Deployment use case examples
Since its introduction in version 11.1.1.x Oracle Hyperion Profitability Cost Management (HPCM) has allowed companies to gain a deeper level insight into their business performance than ever before. Join us to hear how clients currently tackle profitability questions and how HPCM will help clients provide actionable insights into cost and profitability. We will discuss standard HPCM model functionality, discuss how HPCM drives organizational performance by discovering drivers of cost and profitability, and discuss how you can empower your users with visibility and flexibility to improve resource alignment.
During this webinar we will review the following:
What Profitability means
How clients today answer profitability questions
HPCM models (three models)
Use Cases - How Companies are using HPCM
How HPCM fits into the EPM product suite
Look into HPCM standard model build details
Quick Demo of HPCM model
Features that are available inside the HPCM model
More and more clients are continuing to expand their OneStream investment by radically changing the way they collect information. Given the many ways it's possible to store comments, supporting detail, attachments, etc. OneStream continues to allow users to centralize and streamline their entire close process.
As a continuation of the previous "What's Possible" webinar, we explore the possibilities for collecting "non-numeric" financial data. Find out how companies are using OneStream to efficiently collect and report on:
Supporting Detail - I see a number in OneStream, but what's the detail behind it?
Adjustment Commentary - I want to know who's making an adjustment, when they made it and why?
Supporting Documentation - Where can we store attachments and supporting files that are required for compliance?
User Sign Offs and Questionnaires - Where can we ask questions and collect responses that are required for compliance?
Variance Commentary - why is a number up or down over time or compared to budget?
Bridge Analysis - what's driving the change versus a prior period or versus budget?
Other Miscellaneous Non-Numeric Data Collection Options
Finit - what would happen greatest hits and disasters finitsolutions
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Ever wonder what would happen if you changed the currency on an entity? Or switched an account to be IsCalculated? Or renamed an account? Have you made metadata changes and loaded the file without the check integrity flag? Oracle ACE Chris Barbieri revisits these and other HFM topics, taking a Mythbusters approach by:
Defining the myths
Setting up the tests
Explaining what happens "under the hood" so you can more deeply understand What would happen if I did... in HFM
Presenter: Chris Barbieri
Date: 02/19/2016
Catagory: Financial Management (HFM)
Finit solutions - Automating Data Loads with FDMEEfinitsolutions
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Perhaps you are currently running batch processes in FDM and want to understand how you will replicate the setup in FDMEE in the future. Then again, you may have already implemented FDMEE and are up and running with standard data loads but you are looking to enhance your processes through automation. Either way, this webinar will have something for you! We will answer questions such as:
Where do I start? If there is no Workbench with FDMEE, how do I get to "Tools->Batch Processing"?
What is a batch definition?
If I currently have some custom scripting around my standard batch, how can I handle this in FDMEE?
What are my options for working with multiple batches?
Without Task Manager, how do I schedule batches in FDMEE?
Presenter: Deborah Newborn
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
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Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
State of ICS and IoT Cyber Threat Landscape Report 2024 previewPrayukth K V
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The IoT and OT threat landscape report has been prepared by the Threat Research Team at Sectrio using data from Sectrio, cyber threat intelligence farming facilities spread across over 85 cities around the world. In addition, Sectrio also runs AI-based advanced threat and payload engagement facilities that serve as sinks to attract and engage sophisticated threat actors, and newer malware including new variants and latent threats that are at an earlier stage of development.
The latest edition of the OT/ICS and IoT security Threat Landscape Report 2024 also covers:
State of global ICS asset and network exposure
Sectoral targets and attacks as well as the cost of ransom
Global APT activity, AI usage, actor and tactic profiles, and implications
Rise in volumes of AI-powered cyberattacks
Major cyber events in 2024
Malware and malicious payload trends
Cyberattack types and targets
Vulnerability exploit attempts on CVEs
Attacks on counties – USA
Expansion of bot farms – how, where, and why
In-depth analysis of the cyber threat landscape across North America, South America, Europe, APAC, and the Middle East
Why are attacks on smart factories rising?
Cyber risk predictions
Axis of attacks – Europe
Systemic attacks in the Middle East
Download the full report from here:
https://sectrio.com/resources/ot-threat-landscape-reports/sectrio-releases-ot-ics-and-iot-security-threat-landscape-report-2024/
Transcript: Selling digital books in 2024: Insights from industry leaders - T...BookNet Canada
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The publishing industry has been selling digital audiobooks and ebooks for over a decade and has found its groove. What’s changed? What has stayed the same? Where do we go from here? Join a group of leading sales peers from across the industry for a conversation about the lessons learned since the popularization of digital books, best practices, digital book supply chain management, and more.
Link to video recording: https://bnctechforum.ca/sessions/selling-digital-books-in-2024-insights-from-industry-leaders/
Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
GraphRAG is All You need? LLM & Knowledge GraphGuy Korland
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Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs.
1. Unifying Large Language Models and Knowledge Graphs: A Roadmap.
https://arxiv.org/abs/2306.08302
2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs:
https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/
Connector Corner: Automate dynamic content and events by pushing a buttonDianaGray10
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Here is something new! In our next Connector Corner webinar, we will demonstrate how you can use a single workflow to:
Create a campaign using Mailchimp with merge tags/fields
Send an interactive Slack channel message (using buttons)
Have the message received by managers and peers along with a test email for review
But there’s more:
In a second workflow supporting the same use case, you’ll see:
Your campaign sent to target colleagues for approval
If the “Approve” button is clicked, a Jira/Zendesk ticket is created for the marketing design team
But—if the “Reject” button is pushed, colleagues will be alerted via Slack message
Join us to learn more about this new, human-in-the-loop capability, brought to you by Integration Service connectors.
And...
Speakers:
Akshay Agnihotri, Product Manager
Charlie Greenberg, Host
Securing your Kubernetes cluster_ a step-by-step guide to success !KatiaHIMEUR1
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Today, after several years of existence, an extremely active community and an ultra-dynamic ecosystem, Kubernetes has established itself as the de facto standard in container orchestration. Thanks to a wide range of managed services, it has never been so easy to set up a ready-to-use Kubernetes cluster.
However, this ease of use means that the subject of security in Kubernetes is often left for later, or even neglected. This exposes companies to significant risks.
In this talk, I'll show you step-by-step how to secure your Kubernetes cluster for greater peace of mind and reliability.
32. Thank you for attending!
Questions?
Email us for a copy of the slides or
link to the recording
insights@finitsolutions.com
Past webinars:
www.finitsolutions.com/webinars
Presenters:
Bryan Hogan
bhogan@finitsolutions.com
Justin Cooper
jcooper@finitsolutions.com
General Questions:
Greg Barrett
gbarrett@finitsolutions.com
Joe Mizerk
jmizerk@finitsolutions.com
