Charlotte Taylor

Recent Posts

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 faster, Adaptive Insights, Excel, Financial planning, forecasting solutions, 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: cloud forecasting, forecasting growth, 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: Forecasting faster, Data Integration, financial forecasting, Reporting, 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: financial forecasts, forecasting solutions, FP&A, spreadsheets

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

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

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, faster forecasting, high-growth, new in post

5 'suite' spots to hit for your planning solution on Netsuite

Posted by Charlotte Taylor on 06/02/18 08:19

 

As a Netsuite user you know it delivers in many ways - but  planning isn't one of them. So if you are looking to speed up your forecasting processes on Netsuite here are 5 sweet spots you want to hit. 

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Tags: Adaptive Integration, netsuite

6 reasons to up your planning game

Posted by Charlotte Taylor on 23/01/18 17:46

We work with organisations both large and small from many different sectors, they start their journey with a common desire to take their planning capability up a gear.

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

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