Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals

Improve Financial Planning and Budgeting Processes by Leveraging Operational Data

• 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

Learning Objectives

After attending this event you will be able to:

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-freeCheck it out at www.proformative.com

Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals

Improve Financial Planning and Budgeting Processes by Leveraging Operational DataDavid S. Linthicum, SVP, Cloud Technology Partners

Common Problems

• Lack of Pertinent Problems

• Lack of Timely insights into operational themes

• Data Views are Rigid and too high level for Finance Team

What Companies are Looking for

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

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