Review the critical role and steps the CFO plays in the decision and implementation of an Enterprise solution to assure that the implementation, investment, and results are successful. Marketing Associates CFO Ryan Russell discusses the process their organization went through to eliminate and consolidate ten disparate legacy systems into a Professional Services Automation solution, which helped drive revenue growth by 34% over three years. In addition to revenue growth Marketing Associates improved operational efficiencies through automation of workflow, reporting metrics, and cash flow.
Speaker: Ryan Russell, CFO, Marketing Associates LLC
Presentation delivered at ProformaTECH 2014 - http://www.proformatech.com
Track: Managing Change | Session: 2
Role of the CFO in Selecting and Implementing Enterprise Systems in a Profess...Changepoint
This presentation was originally given at the ProformaTECH Corporate Finance Technology Conference in 2014.
Ryan Russell, CFO, Marketing Associates, LLC discusses the role of the CFO in selecting and implementing enterprise systems in a professional services organization including:
- Exploring New Systems
- Methodology Overview
- Post Implementation / Continuous Improvement
- Dashboards and Analytics
We invited people to join us to share their experiences implementing Oracle Fusion HCM and to learn about how an adoption strategy can positively influence the success of their SaaS-enabled Transformation projects.
Societe Generale - The Clock is Ticking - Duncan Hartree, Societe GeneraleCedar Consulting
A fully custom absence management system that rationalised 6 existing absence management systems in 12 different entities in 4 languages. Documented, built, tested and delivered in less than 120 days.
PeopleSoft HCM 9.2 is here! A whole new user experienceEmtec Inc.
Emtec hosted this webinar, which highlights many of the new features, functions and enhancements in PeopleSoft HCM 9.2. Discover how Oracle has simplified processing and increased analytics within the application, leading to increased productivity and an overall improved user experience.
Allen & Overy: Delivering Business Value from Our PeopleSoft HCM 9.2 Investme...Cedar Consulting
Practical approaches and experiences learned from trying to make the most of our core HR technology investment with flexible resourcing at Allen & Overy LLP.
Best Practices for Managing a Large-Scale SAP System Consolidation ProjectSAPinsider Events
View this session from Managing your SAP Projects 2014. Coming to Las Vegas in November! www.sapprojects2015.com
Get best practices for successfully migrating users, processes, and data from multiple legacy SAP systems in multiple countries to a single, global SAP ERP system. Attend this session for:
- Tips to structure business and IT teams globally and locally to successfully complete an SAP system consolidation project
- Insight into the challenges, tools, and methods for managing this type of project from each major project phase – from prep through go-live
- Guidelines for successfully migrating over 100 different master and transactional data objects across functional domains from multiple countries
Role of the CFO in Selecting and Implementing Enterprise Systems in a Profess...Changepoint
This presentation was originally given at the ProformaTECH Corporate Finance Technology Conference in 2014.
Ryan Russell, CFO, Marketing Associates, LLC discusses the role of the CFO in selecting and implementing enterprise systems in a professional services organization including:
- Exploring New Systems
- Methodology Overview
- Post Implementation / Continuous Improvement
- Dashboards and Analytics
We invited people to join us to share their experiences implementing Oracle Fusion HCM and to learn about how an adoption strategy can positively influence the success of their SaaS-enabled Transformation projects.
Societe Generale - The Clock is Ticking - Duncan Hartree, Societe GeneraleCedar Consulting
A fully custom absence management system that rationalised 6 existing absence management systems in 12 different entities in 4 languages. Documented, built, tested and delivered in less than 120 days.
PeopleSoft HCM 9.2 is here! A whole new user experienceEmtec Inc.
Emtec hosted this webinar, which highlights many of the new features, functions and enhancements in PeopleSoft HCM 9.2. Discover how Oracle has simplified processing and increased analytics within the application, leading to increased productivity and an overall improved user experience.
Allen & Overy: Delivering Business Value from Our PeopleSoft HCM 9.2 Investme...Cedar Consulting
Practical approaches and experiences learned from trying to make the most of our core HR technology investment with flexible resourcing at Allen & Overy LLP.
Best Practices for Managing a Large-Scale SAP System Consolidation ProjectSAPinsider Events
View this session from Managing your SAP Projects 2014. Coming to Las Vegas in November! www.sapprojects2015.com
Get best practices for successfully migrating users, processes, and data from multiple legacy SAP systems in multiple countries to a single, global SAP ERP system. Attend this session for:
- Tips to structure business and IT teams globally and locally to successfully complete an SAP system consolidation project
- Insight into the challenges, tools, and methods for managing this type of project from each major project phase – from prep through go-live
- Guidelines for successfully migrating over 100 different master and transactional data objects across functional domains from multiple countries
In June of 2012, Oracle published their Release Value Proposition (RVP) for PeopleSoft HCM release 9.2. We anticipate the general release of PeopleSoft HCM V9.2 sometime in early 2013.
Our resident HCM expert Anne Meyer has analyzed and summarized the salient points from the 85-page HCM RVP into a this presentation. Anne's commentary provides solid information on the most current release of one of PeopleSoft’s primary modules.
Learn about the user experience enhancements in the next generations of PeopleTools and PeopleSoft. See how Oracle has delivered on streamlined navigation, efficiency, and easy of use. In PeopleSoft in particular, see the newly available PeopleSoft HCM self service capabilities, including direct reports org chart, manager dashboard, talent summary, and related actions. See a demonstration that showcases these new features.
In June of 2012, Oracle published their Release Value Proposition (RVP) for PeopleSoft HCM release 9.2. We anticipate the general release of PeopleSoft HCM V9.2 sometime in early 2013.
Our resident HCM expert Anne Meyer has analyzed and summarized the salient points from the 85-page HCM RVP into a this presentation. Anne's commentary provides solid information on the most current release of one of PeopleSoft’s primary modules.
Learn about the user experience enhancements in the next generations of PeopleTools and PeopleSoft. See how Oracle has delivered on streamlined navigation, efficiency, and easy of use. In PeopleSoft in particular, see the newly available PeopleSoft HCM self service capabilities, including direct reports org chart, manager dashboard, talent summary, and related actions. See a demonstration that showcases these new features.
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CRMready Webinar Series - Part 3 - How to Make Your Nonprofit’s CRM Implement...TheConnectedCause
In the CRMready Webinar Series, The Connected Cause takes a look at what CRM is, the project roles needed for a successful CRM implementation, and project management. In part 3 Heller Consulting talks about managing expectations with change management, evaluating risks with a CRM implementation and what roles are needed to ensure the project is a success for your nonprofit organization.
When implementing SharePoint you might think that you are adding just another technology to your heterogeneous IT environment. But after a while you realize, that users are doing things with SharePoint that you did not expect them to do. This talk dives into the dynamics of adopting SharePoint as a platform, and shows you a how to setup an operational governance practice using a structured governance framework.
Maximize Your OpenText Investment: Upgrades and ImplementationsAdam Lloyd
Whether you are upgrading or implementing a system, you need to have a solid implementation methodology, the right resources with the right skills, and a rigorous project management plan for a successful implementation. In this webinar we will discuss some of the issues and challenges including automation, customer support, operations and maintenance, performance and capacity planning, and programming upgrades.
Complete webinar series can be viewed at http://www.sierrasystems.com/2014/01/learn-three-steps-maximize-business-value-opentext-investment/ or http://vimeo.com/sierrasystems
Go Live is Just the Start - Managing AX Improvement Projects | Carlo DiPucchio BDO IT Solutions
Improvement projects often don’t get the same level of attention as initial implementations. Learn how to manage the roll-out of upgrades, additional functionality, process improvements and ISV solutions.
Carlo DiPucchio
BDO Canada LLP
BDO Connections 2016 | Breakout Session
Go Live is Just the Start - Managing AX Improvement Projects | Carlo DiPucchioKatie Elliott
Improvement projects often don’t get the same level of attention as initial implementations. Learn how to manage the roll-out of upgrades, additional functionality, process improvements and ISV solutions.
How to Measure and Manage Business Performance in Volatile TimesProformative, Inc.
The performance of every organization ultimately depends on the adequacy of the information available to decision makers at the exact moment that decisions have to be made.
Join Paul Sharman, former IMA CEO and former Controller of Northern Telecom, as he takes you through the 5 reasons why companies of all sizes should consider Corporate Performance Management (CPM) platforms, which help companies track, report on, and understand corporate operating and financial performance. Paul will also discuss the primary concerns that stem from increased volatility as well as the sources of risk deemed most important over the next 3 years.
5 Steps to Selecting the Right Financial Management Software SolutionProformative, Inc.
Companies that continue to live in an environment of complicated, error-prone spreadsheets, and limited financial and operational visibility find themselves at a competitive disadvantage in an increasingly dynamic business environment. The good news is that there are many modern, cost-effective, financial management systems that can support, and not hinder, your company’s growth. The time to upgrade your financial management system is here, but how do you choose the right solution for your company?
Driving Market Leadership and Growth with NetSuite Cloud ERPProformative, Inc.
As companies gear up for growth in 2015 and beyond, a lack of visibility across the enterprise can impact the ability of finance leaders to deliver on company growth initiatives and meet key strategic objectives.
Are you giving away value? Help your employees understand and appreciate the ...Proformative, Inc.
Each year companies grant more than $110 billion in equity compensation.* But how much do employees value these awards? In this webinar, Julie Vander Veen, Head of Corporate Services in UBS Equity Plan Advisory Services, and Nina Duraiswami, research analyst for UBS's client insights team, will dive into the UBS Participant Voice survey’s findings on how participants perceive equity, and they will discuss what companies can and are doing to help their employees value these awards.
The webinar will also cover concrete steps companies can take to help. Real life case studies and examples will be used to discuss these best practices.
Innovative Growth Redefined: Monetizing the Internet of Things (IOT)Proformative, Inc.
Delivering growth in today’s world requires innovation. The Internet of Things (IOT) is changing not only how market leaders are delivering products and services are delivered and getting paid for them, but the very nature of the products and services they offer their customers. What is the Internet of Things? How are companies effectively monetizing the Internet of Things to drive competitive advantage?
Supply Chain Management: Costly Mistakes & Success Metrics for CFOsProformative, Inc.
Most companies, even if they are not in manufacturing, have a supply chain. Ineffective Supply Chain Management (SCM) often fails to get its due in the damage it can cause to financial performance. Costly mistakes are often made by companies in many areas including contract negotiation, cost leakage, and in selecting the right supply chain partners.
Selecting The Right Business Technology Solution and Business PartnersProformative, Inc.
Proformative recently launched the FinTech Forum webinar program series, which is designed to offer practical and actionable content in an interactive format to help finance leaders better understand and exploit business technology that can fuel competitive advantage.
5 Steps to Unlocking the Strategic Value of Finance in ManufacturingProformative, Inc.
Most manufacturing companies struggle to achieve the level of integration between financial and operational processes and data to achieve dynamic scenario planning capabilities, the desired level of forecasting accuracy, and the strategic analytics required to deliver sustainable growth. This webinar will discuss the unique challenges facing manufacturing companies in these areas, and how overcoming them delivers competitive advantage and transforms Finance into a value added partner.
Get Ready for 2015: Understanding and Adopting the New Tax Rules and RegulationsProformative, Inc.
The new year is always a time of change - and sales and use tax in 2015 is no exception. Hear sales tax compliance expert Shane Ratigan provide an in-depth overview to help you understand, prepare for, and get ahead of the state and federal tax changes coming your way.
In this webinar, Shane will take a comprehensive look at critical new state and federal tax laws, including the Marketplace Fairness Act, taxation of services, and changes for cloud-based services. Join us and gain insider information to help you better understand how changes to sales tax regulations may affect your company and your bottom line.
Board Reporting: Efficiency, Automation & Getting Beyond the NumbersProformative, Inc.
The quarterly Board book is due in 2 hours, and we just got word from the Controller that a few numbers need to be adjusted. Time to panic, right? Unfortunately, this is quite common, and many finance professionals charged with producing their company’s Board book would panic in this situation. Several Excel sheets would need to be updated, and the CEOs commentary would need revising to accurately explain the numbers. The good news is that there does not need to be a company-wide heartburn the days leading up to the Board book’s production and distribution.
2015 T&E Expense Benchmarking: Are Your Employees Splurging on the Company DimeProformative, Inc.
Travel and entertainment—second only to payroll as the largest business expense—is becoming increasingly more difficult to control as companies expand across borders and grow through acquisitions. Therefore effective budgeting, planning, and management of T&E expenses is critical for companies of all sizes in 2015 and beyond. How does your company’s overall Travel and Entertainment spend, and spend within key categories, compare with other companies? How are companies leveraging automation to better understand and control how employees are spending the company dime? Unfortunately, benchmarks for overall T&E spend and key T&E spend within each categories are all but impossible to find.
The good news is that Robert Neveu President & Co-founder, Certify will join us to reveal the latest buying trends in business travel based on research from Certify's SpendSmart Report, based on receipts and expenses data from over six million transactions and transaction-based data from Seamless.
Unlocking the Value of Regulatory Compliance to Advance Financial Planning &...Proformative, Inc.
Call reporting, DFAST, CCAR - the amount of time and energy spent by banks to comply with cumbersome banking regulations is painful at best. You can turn this process into an advantage for your company by leveraging current advances in technology to cost-effectively streamline compliance with regulatory requirements and deliver more advanced planning and analysis that fuels company growth.
PwC Presents: VC Investing – Major trends from Q3 2014Proformative, Inc.
As we predicted in our last Proformative VC update, 2014 is turning into an exciting year for venture capital, with increased investing activity and headline-grabbing exits. Please join representatives from PwC’s Emerging Company Services Group as they provide an overview of recent venture capital investment trends, interpreting findings from the PricewaterhouseCoopers/National Venture Capital Association MoneyTree™ Report, based on data from Thomson Reuters.
The Science of Incentive Compensation Programs: The DNA of What WorksProformative, Inc.
Acquiring, retaining and motivating the right talent continues to top the list of challenges identified by CFOs and other C-Suite executives at companies of all sizes. Incentive compensation plans that miss the mark can damage any company’s profitability, and even put the future of a company at risk. Yet, despite with the availability of data to better understand the behaviors of customers and those tasked with engaging and managing them, incentive compensation design and management still often fails to get its due.
Join us as Erik Charles, Principal Incentives Strategist, Xactly explains the science of an effective incentive compensation program including the essential components of its DNA.
The New World of Revenue Recognition: A Deep Dive into the 5 Steps to Recogni...Proformative, Inc.
This issuance of the new standard for revenue recognition finally happened in May 2014, and will replace the current guidance in US GAAP and IFRS for revenue recognition. The new revenue rules which represent a paradigm shift from a rules-based to a principles-based guidance can impact several facets of a business. Companies will need to adjust policies and design new processes to ensure compliance.
Aligning HR & Finance: How ReddyIce Transformed to Market LeaderProformative, Inc.
Effectively managing resources is challenging for any company, and a lack of visibility into information on operational factors that impact margins and drive demand makes it nearly impossible. Despite the fact that companies dedicate 36 percent of revenues to human capital, many accept having less than 20/20 vision into the return they’re getting from this huge investment. How are companies leveraging technology to enable systems across the enterprise (from HR to Finance) to communicate with each other to deliver the real-time information company leaders need to optimize company investments, and the consumption of company resources.
Join us as Elliott Lester, VP of IT at ReddyIce shares how his company was able to leverage enterprise-wide visibility to break down operational silos, transform processes, improve product margins, and develop actionable metrics to drive the allocation of key company resources to transform from a company on the brink of extinction to a market leader with sustainable competitive advantage.
Manish Patel, Global Vice President of Collaborative Solutions, will join Elliott in sharing actionable advice for companies to leverage
Business Analytics, Forecasting, Financial Planning: The Recipe for Impacting...Proformative, Inc.
Despite the explosion of cloud computing and related technologies, many organizations are still far from where they want and need to be in terms of driving performance. Companies still often make strategic and operational decisions based on incomplete or untimely data, incomplete analysis, and even pure intuition. There is much talk about how to leverage analytics and dynamic forecasting and planning to impact company performance, but how is it actually done?
Join us to discover how companies are aligning process and technology to combine historical and real-time data into what-if scenarios and risk-adjusted forecasts that improve both financial and operational performance, and even putting intuitive statistical analysis in the hands of every company manager and stakeholder to sharpen decision-making across the enterprise.
PwC Presents: VC Investing – Major trends of the first half of 2014 and predi...Proformative, Inc.
As we predicted in our last Proformative VC update, 2014 is turning into an exciting year for venture capital, with increased investing activity and headline-grabbing exits. Please join representatives from PwC’s Emerging Company Services Group as they provide an overview of recent venture capital investment trends, interpreting findings from the PricewaterhouseCoopers/National Venture Capital Association MoneyTree™ Report, based on data from Thomson Reuters.
Driving Profitability with Professional Services AutomationProformative, Inc.
Like most businesses, Professional Services organizations need effective communication processes and 360 degree visibility across sales, services delivery, and finance. It’s no surprise that top-ranked services-driven businesses are more than twice as likely to use an integrated Professional Services Automation (PSA) solution to improve their back-office efficiencies and profit margins. In fact, organizations using PSA saw a nearly 20% increase in annual revenue, according to a recent Aberdeen report.
Join Doug Tilley, General Manager of PSA Applications at FinancialForce.com, as he discusses findings from the 2014 Aberdeen report, Driving Back Office Profitability with Professional Services Automation, including how best-in-class organizations rely on PSA to ensure accuracy and compliance, increase efficiencies, and build greater profit margins in a services-focused business.
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Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
Remote sensing and monitoring are changing the mining industry for the better. These are providing innovative solutions to long-standing challenges. Those related to exploration, extraction, and overall environmental management by mining technology companies Odisha. These technologies make use of satellite imaging, aerial photography and sensors to collect data that might be inaccessible or from hazardous locations. With the use of this technology, mining operations are becoming increasingly efficient. Let us gain more insight into the key aspects associated with remote sensing and monitoring when it comes to mining.
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...BBPMedia1
Grote partijen zijn al een tijdje onderweg met retail media. Ondertussen worden in dit domein ook de kansen zichtbaar voor andere spelers in de markt. Maar met die kansen ontstaan ook vragen: Zelf retail media worden of erop adverteren? In welke fase van de funnel past het en hoe integreer je het in een mediaplan? Wat is nu precies het verschil met marketplaces en Programmatic ads? In dit half uur beslechten we de dilemma's en krijg je antwoorden op wanneer het voor jou tijd is om de volgende stap te zetten.
Unveiling the Secrets How Does Generative AI Work.pdfSam H
At its core, generative artificial intelligence relies on the concept of generative models, which serve as engines that churn out entirely new data resembling their training data. It is like a sculptor who has studied so many forms found in nature and then uses this knowledge to create sculptures from his imagination that have never been seen before anywhere else. If taken to cyberspace, gans work almost the same way.
Explore our most comprehensive guide on lookback analysis at SafePaaS, covering access governance and how it can transform modern ERP audits. Browse now!
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RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
Role of the CFO in Selecting and Implementing Enterprise Solutions
1. Role of the CFO
in Selecting and
Implementing
Enterprise Systems
in a Professional
Services
Organization
Ryan Russell
CFO, Marketing Associates, LLC