Demystifying Template/Pre-Built Applications

Often when we first meet a company for the first time, we are asked if we have any template/pre-built applications for planning, with a standard set of reports. Typically, request is for a Revenue, Capex, Payroll, and Overheads Model, with a set of reports including a P&L Statement, Balance Sheet and Cash Flow. At eCapital…

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Faster Planning Cycles

    During football season, you can often find me and my friends out tailgating for most of the day. Tailgating for us means smoking briskets. If you search the internet, you can find lots of tips and tricks on how to smoke a brisket, but a majority of the experts will tell you the…

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Get Back to Creating Planning Value

For most companies, planning for investments in new products, markets, facilities, and people takes place in isolation within functional, divisional and geographic silos.  This is a symptom of a planning process that has gone off the rails.  Where has planning value gone? As a result of resources, people and money are generally limited and initiatives…

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What is the role of an executive finance department?

  The finance department has always been well respected in the organization. This department provides insights that manage the organization’s complete monetary dealings. Thanks to advancements in technology, the executive finance department has evolved to become the go-to department for most business strategies. So what makes today’s finance department integral to business? Executive Finance: management’s…

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No Change Records Mean Lack of Accountability in Planning

I have had several situations where someone asks me “Who decided this should be the number?”  It is a common question and part of the disconnect that happens when several people are collaborating on a budget or forecast.  Sometimes a single assumption can cause a significant ripple and you want to understand why someone chose…

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