Planning, Budgeting, and Forecasting, Software Selection Guide

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The successful implementation of a planning solution requires the orchestration of technology, business processes and best practices. This selection guide outlines key principles to help a company align its business process and technology requirements during the process of selecting planning, budgeting and forecasting software. By matching a company’s planning process to established best practices, facilitated by the proper implementation of a planning solution, an organization can significantly improve its financial and operational performance. The ultimate results are improved visibility to performance gaps and alternative courses of action, more reliable forecasts and shared commitment to achievable goals.

This guide addresses the challenges of planning, budgeting and forecasting in a spreadsheet environment and highlights the advantages of using software solutions designed specifically for dynamic planning.

Read this guide to learn how to:

  • Consistently deliver timely, reliable plans and forecasts, along with contingency plans
  • Analyze situations where performance deviates from plans and promptly take corrective action
  • Strengthen the links between strategic objectives and operational and financial plans
  • Improve communication and collaboration among all plan contributors
  • Enhance strategic decision-making, enabling leaders to quickly identify, analyze and forecast the impact of changes as they occur

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