Charlotte Taylor

Recent Posts

Can you buy confidence ?

Posted by Charlotte Taylor on 04/10/18 16:51

We all want more confidence in our ability to do our jobs. We'll go through years of education and professional training to develop more of this. But what if it's the tools of our trade which can genuinely make a difference to how we perform. This story is about Anthony. He built confidence throughout the business in the numbers, decision making, and his ability in the role, we ask if investment in new finance tools made the difference?   

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Tags: new in post, New CFO

why do media agencies need to forecast differently?

Posted by Charlotte Taylor on 03/09/18 10:48

Marketing, media and advertising agencies are different! Not only in what and how they do things but also in their commercial arrangements which affects how they measure and report financially. Take a read and learn what makes agencies different and can improve how they forecast.

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Tags: Financial planning, media

Putting people at the heart of your forecasting

Posted by Charlotte Taylor on 25/07/18 18:08

There are more ways to plan forecast and budget than ever before. More data, certainly adds to the possibilities, but also how businesses are structured and measure performance has evolved. Services driven by people performance need to be measured, and traditional cost centre budgeting doesn't always fit the structures behind today's organisations. So we took a look at how some of our customers have tackled modelling the most important asset of all - people. 

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Tags: forecasting solutions, Financial planning, Excel, Adaptive Insights, Forecasting faster, resource forecasting

Forecasting solutions behind the making of a Unicorn

Posted by Charlotte Taylor on 18/07/18 12:23

The alternative funding supplier,  Greensill Capital, were announced this week as the latest company to achieve the status of Unicorn, that is, a privately owned startup company with a valuation of $1 billion, following an investment of $250 million from General Atlantic.

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Tags: funding, private equity funding, forecasting to investment, forecasting growth, high-growth

When is the right time to move on from Excel?

Posted by Charlotte Taylor on 16/05/18 13:13

If you are struggling with Excel fatigue and asking if it's time to move on then this article will help you diagnose if it is the right time to look for an alternative planning, forecasting and budgeting solution? 

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Tags: forecasting growth, cloud forecasting, cloud planning

Drive your decision making with financial agility

Posted by Charlotte Taylor on 19/04/18 13:11

Speed is of the essence when it comes to decision making. What drives this is good information and processes.

So from start line finish  how long does this process of decision making take in your organisation? 

Winning a drag race is about engine power and transmitting that into grip on the road, as well as a good driver to steer the course.   In the decision making process the power is in the information to drive the decision, transmission is about getting insights and reports out to all the relevant stakeholders and the driver is you, the CFO who steers the course by providing good analysis and insight.

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Tags: financial forecasting, Reporting, Data Integration, Forecasting faster, decision making

Wasting time with slow loading spreadsheets?

Posted by Charlotte Taylor on 05/04/18 10:00

We've all been there; hard pushed for time, a critical business event demands a re-forecast. Meanwhile the egg-timer on screen tells you the mammoth spreadsheet you're trying to open, is going to take another 12 minutes! So here a few things you COULD be doing with your time, instead of sitting waiting for your monster spreadsheet to open, if you moved to cloud planning.

  • creating a new scenario
  • Updating assumptions
  • writing a new report
  • reviewing the results

 

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Tags: spreadsheets, FP&A, forecasting solutions, financial forecasts

4 REASONS not to delay your projects of improvement

Posted by Charlotte Taylor on 19/03/18 17:19

Time on your hands? It is a fact that few of us have time on our hands these days.  In the finance function this is truer than most. 

As the dust settles on the hiatus of the year end and January month end thoughts turn to projects, and getting things underway before the summer holidays kick in. 

However your road map, can be mown down by the Juggernaut of business demands which hit your best laid plans, by tieing up your team, time and energy. So here are a few arguments for putting finance improvement first which the business will want to listen to. 

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Tags: finance transformation, finance change, financial forecasting, Reporting, Data Integration

 Planning Software choose your weapon

Posted by Charlotte Taylor on 01/03/18 10:20

Planning is becoming a core need for business today. And there is a lot of software out there to help in the process. If you are looking at improving the way the business forecasts and planning improvement is on your radar, then here are some tips on how to assess and what to look for as part of your planning weaponry. 

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Tags: cloud forecasting, transforming finance, FP&A, forecasting solutions, Financial planning

Top down Versus Bottom Up

Posted by Charlotte Taylor on 08/02/18 08:08

As long as there has been budgeting there has been debate about whether Top down or Bottom up is the best approach. As consultants it is probably the most common conversation we have with our customers. Both have their pro’s and con’s, but, until now, they have also been mutually exclusive. 

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Tags: new appointmment, high-growth, faster forecasting, new in post

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