The future and trends in corporate performance management

1© 2015 Adaptive Insights | Confidential & Proprietary

The Future and Trends in Corporate

Performance ManagementRob Hull, Founder and Chairman, Adaptive Insights


The World is Changing

CFO role is

evolving

Navigate

complexity

Manage business

performance

Manage

volatility

Embrace

technology

disruption


Financial

Performance

50%

Financial

Reporting &

Control

30%

20%Financial Operations

Financial

Performance 20%

Financial

Reporting & Control

30%

50%

CFOs Want Strategic Focus

Financial

Operations

Source: KPMG


CFOs of high-performance

businesses tend to be more

strategic, providing insightful

analytics to the business, executing

business transformation initiatives

and influencing the strategic

planning process.


Source: Adaptive’s CFO Indicator Survey, Q2, 2015

Planning

processes are

inefficient and

ineffective

Lack of time

for reporting

& analytics

Data silos

impede decision

making

Inhibitors to Being More Strategic


Cumbersome Planning Limited Time for

Reporting & Error Risk

Static Budget, Reactive

Finance Line Item

Focused

Limited Business

Engagement

Risk Mitigation

!

Financial, Operational,

Strategic

Cross Functional

Collaboration

Opportunity Identification

F U T U R E

Business Driver

Focused

Continuous ForecastingTimely and Accurate

Insight

Transforming: Tactical to Strategic


Data

Process

People

Past Future

Present

Execs Ops

Finance

Three Transformation Pillars


Past Future

Present

Start

Future

Present

Past

Plan and Predict

Measure and Optimize

Report and Comply Plan and

Strategize

Set goals

Budget

Forecast

Measure

Analyze

Resolve

Optimize

Account

Consolidate

Report

Comply

Source: Forrester’s “Align Financial Processes And Systems

For Better Business Value And Compliance”

Process: Past, Present, Future


Process:

Define Process & Cadence/Schedule

Data

Process

PeopleExecs Ops

Finance

Past Future

Present

Strategy

review

Annually

Operational

plans

Semi

Annually

Financial Plan

and

Periodic/Rolling

forecasts

Quarterly

/ Monthly

Results

Analysis

Real

Time


Process:Execute Consistently

Data

Process

PeopleExecs Ops

Finance

Past Future

Present

Measure and

report on the

right things

Tie evaluation

to goals &

objectives

Use dashboards

to communicate

metrics

Monitor

and act on

variances


Data

Process

People

Past Future

Present

Execs Ops

Finance

Sell the

processHire the

right team

Train the

team

Cross-functional

collaboration

People:

Staff and Collaborate


Data: Finance Providing Holistic Perspective

Data

Process

People

Past Future

Present

Execs Ops

Finance

Define

stakeholder

needs

Establish

key drivers &

metrics

Define and

manage

metadata

Create data

governance

framework

Focus on

relevant &

consumable

Automate

high volume

/ frequency


Transformation is Challenging!

13

Solve self-service

and automation first

Lack of resources

to focus

Over communicate

to stakeholders and IT

Organizational

resistance

Continually evolve

journeyThinking transformation

is a one time thing


Typical Transformation Stages

EnhancePlanning

OptimizeFinance

TransformPerformance

Automatic rollups

Fewer errors

Faster cycle times

Integrated actuals

Driver-based models

Full financial statements

Collaborative processes

KPIs & metrics

Companywide planning

Culture of analytics

Strategic scenarios

Business model evolution

Increase

Efficiency &

Accuracy

Improve

Processes &

Decisions

Create

Profound

Strategic Value


Adaptive Insights

15


3,000+CustomersWorldwide

#1Experience

200+EuropeanCustomers

We’re the Leader in Cloud CPM

Biggest Brands – 350+ Large Enterprises

Hottest Companies – 20% of Deloitte Fast500


Financial Processes

IntuitiveExperience

Customer Success

Integrated Analytics

Our Key Differentiators


Proven Customer Success Model

via Strong Local Partnership

Quick Implementations & Rapid Time to Value

Educate

Evolve

Support

Launch


Where Finance is HeadedMore Sources. More Engagement. More Analytics

I N T E G R AT I O N

L

Finance will have to

integrate data from

broader Finance and

LOB systems for CPM

and Analytics

E N G A G E M E N T

Finance will look for

more ways to rapidly

engage LOB

managers in CPM and

Analytics

P R E C I S I O N

Finance will expect

more sophisticated

forecasting and

predictive technology

and data to aid decisions


Kiitos!Contact Me: [email protected]

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The future and trends in corporate performance management

Data & Analytics

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