FP&A Done Right
FP&A Done Right: How to Improve Cross-team Collaboration
This is a guest blog post from our partner Adaptive Insights. When it comes to business, collaboration is vital. After all, no single department can do its job for long without the other departments pulling their own weight. Sales is no good if shipping…
May 3, 2019
FP&A Done Right: It’s Time for a Change
Change. /CHānj/ verb to make the form, nature, content, future course, etc., of (something) different from what it is or from what it would be if left aloneto transform or convert noun the act, process, or result of changinga transformation or modification; alteration…
April 19, 2019
FP&A Done Right: “That’s the Way We’ve Always Done It!” – Challenge the Status Quo
“That’s the way we’ve always done it.” “I don’t know, we just send it to them every month.” AHHHHHH! Stop it! When I get that response; it is like fingernails on a chalk board to me. It sends shivers up and down my…
April 5, 2019
FP&A Done Right: Even Google Maps Requires a Starting Point
Current Location. Destination. That’s it. That is all you need to provide your favorite mapping app for it to create a route. No current location? You will not know where to begin or how long it will take to get there. No…
March 22, 2019
FP&A Done Right: The Importance of Naming Conventions – Names Really Can Hurt
Fly…Fly; Ring…Ring; Wave…Wave; Bat…Bat In the above examples: Am I talking about a fly that’s buzzing around my head or are we getting on a plane to fly somewhere? Is that the ring from a telephone or a fancy diamond ring? Did…
March 8, 2019
FP&A Done Right: The Flexibility of Today’s FP&A Systems is a Both a Blessing and a Curse
“We need to add this functionality…and this dimension…and that dimension…and sometimes we get asked for this so let’s add something else to capture that…and this one is really important…we can add all of that, right?” I have been involved in several conversations…
February 22, 2019
FP&A Done Right: Finance as the Conductor
Music has been a large part of my life for many years now. I have played drums and percussion in multiple bands, orchestras and jazz ensembles, and I have sung in several choirs and barber shop quartets. The one constant through all…
February 8, 2019
FP&A Done Right: You Can’t “System” Your Way Out of This
Are you preparing to move from Excel to a new planning and reporting solution? Perhaps you are changing to a new solution or simply upgrading the current one you have. Are you planning to implement your current process in the new system…
January 25, 2019
New Blog Series: FP&A Done Right
I am an "FP&A guy." I love this stuff. I love every part of it - from the last-minute changes to the long range planning sessions and everything in between. Throughout my career, I’ve had the opportunity to be involved in all…