Today’s finance leaders have greater access to solutions and technologies that can leverage operational data in real-time to make more timely decisions and create long-term value for their organizations. In spite of these advancements, company budgets and forecasts are still often out of alignment or even at odds with strategic objectives. Why is this the case? How can your company adopt the right approach to operational and strategic planning that drives profitable growth? Join us as industry experts share how their companies overcame common challenges to reap the benefits of augmenting operational data in their planning process. They will discuss tried and true methods for integrating operational data into your company’s planning cycles while efficiently using complex transactional data to improve financial planning, budgeting, and forecasting. Learn how other companies are leveraging real-time planning that scales for large data sets and allows for advanced process improvements, including building modeling scenarios on the fly, developing business rules naturally, and deploying lightweight, flexible budgeting and planning processes.

1. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
Improve Financial Planning
and Budgeting Processes by
Leveraging Operational Data

2. Learning Objectives
After attending this event you will be able to:
• Understand current technology trends and tactics that fuel
competitive advantage through improved financial planning
processes
• Discover how to better align company forecasts with
strategic objectives
• Learn how to avoid drowning in extraneous data and focus
on key operational data
• Identify ways to effectively engage operational and
planning stakeholders across the enterprise

3. Welcome to Proformative
Proformative is the largest and fastest growing online
resource for senior level corporate finance, treasury,
and accounting professionals.
A resource where corporate finance and related
professionals excel in their careers through:
• Uniquely valuable, online Peer Network
• Direct subject-matter-expert advice
• Valuable Features and Resources
All of it completely noise-free
Check it out at www.proformative.com

4. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
Improve Financial Planning and Budgeting
Processes by Leveraging Operational Data
David S. Linthicum, SVP, Cloud Technology Partners

5. Common Problems
• Lack of Pertinent Problems
• Lack of Timely insights into operational themes
• Data Views are Rigid and too high level for Finance Team

6. What Companies are Looking for

7. How they Can Get There
Step 1: Define your business, including what’s important
to your business
Step 2: Define Existing planning approaches
Step 3: Define existing data and data types
Step 4: Define Data Gathering Approaches
Step 5: Define a Target Data Model and Access
Approach
Step 6: Select and Implement Tools
Step 7: Measure Value

8. Improving Financial Planning and Budgeting
Processes by Leveraging Operational Data
Thank you for your interest in this presentation.
View the on-demand webinar or download the full
presentation at:
www.Proformative.com