Charlotte Taylor

Recent Posts

Formulate acquires Sereviso

Posted by Charlotte Taylor on 05/02/19 12:56

Formulate have acquired Sereviso Adaptive practice to become the largest Adaptive Insights partner in Europe. With over 10 dedicated multilingual Adaptive consultants, able to reach all major European cities,  we can better serve our 80+ customers and prospects. Formulate now have the right people, infrastructure and experience to drive growth right across Europe and beyond.  

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Tags: Adaptive Insights Partner, press release

What a new Finance director should do first

Posted by Charlotte Taylor on 01/02/19 10:44

The CFO entering a new role is faced with a host of challenges, it can be a roller coaster of learning. So it can be tough to work out what to tackle first and how to work out what makes it into your plan for year one. 

We help you to work out what make the biggest impact on how well you perform in your new role, and where to focus your efforts to get the biggest returns, in this 90 day plan. 


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Tags: new in post

Growth needs a good planning solution

Posted by Charlotte Taylor on 24/01/19 15:25

Plan to growth

Why wait to plan better? Learn from the experts and invest in business planning tools which will support and grow with the business. Read the story of Karen Bach, who built a planning solution for KRM22 a fast growth company with big ambitions. 

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Tags: high-growth, planning

5 steps to Reporting confidence

Posted by Charlotte Taylor on 16/01/19 09:11

Reporting has always been a bug bear for finance. In a company, different departments, divisions, and stakeholders all need a feed of information and in different formats. Reporting has often run from an ERP with restrictive processes flexibility.

As data and communication is the glue which ensures everyone in an organisation as well as external parties need to measure performance, results, aims and understand the direction and plan of the business. It is important that you have confidence in your reporting tools. 

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Tags: Reporting

housing - How to forecast post merger!

Posted by Charlotte Taylor on 30/11/18 16:19

The sands have shifted in the social housing market with government money being pumped into creating homes.  In recent months there have been a number of mergers, so what does this mean for the industry, and how do you forecast post merger? We look at the stories of 3 companies for ideas.

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Tags: Forecasting, property, social housing

spend 50% less time budgeting in 2019

Posted by Charlotte Taylor on 23/11/18 15:46

Here is our full proof 5 star delivery approach to getting the financial planning solution you dream of in 2019. Cut your budgeting cycles by 50% and create forecasts in hours rather than weeks!  Read our 5 point delivery plan and as one of our clients put it 'get your life back'.

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Can your Financial Forecasting keep up with your growth?

Posted by Charlotte Taylor on 13/11/18 13:45

The alternative funding supplier, Greensill Capital, secured the largest UK investment last quarter, to achieve the status of Unicorn, following an investment of $250 million from General Atlantic. They knew to be able to forecast to the level of detail and accuracy, they needed something better than Excel, read how they and others turned to cloud planning to support their growth. 

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Tags: funding, forecasting growth

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

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