5 Necessities of an Innovative Budgeting and Planning System

Sponsored by CCH Tagetik

  • Learn the key capabilities that define an innovative budgeting, planning, and forecasting system
  • Speaker(s): Craig Schiff, CEO, BPM Partners; John Torley, Director FP&A, Hunterdon Medical Center
  • Originally Broadcast: February 2017
  • Duration: 60 minutes
  • Watch Now

Executive Summary:

Is your budgeting and planning innovative or, is it mired in stagnation? BP&F thought-leaders discuss the key capabilities an innovative BP&F system should have in 2017 and beyond. This session includes a case study that examines how a medical center took a new approach to budgeting that positively impacted revenues and patient satisfaction.

A Modern Finance Case Study: Cloud or On-Premise Which Deployment Approach Will Best Meet Your Needs?

Sponsored by Prophix

  • Understand more about the cost, service, functionality, technology considerations and business benefits when looking at on-premises systems and cloud-based offerings
  • Speaker(s): Craig Schiff, CEO, BPM Partners; Ronel Marbella, Director Product Strategy, Prophix; Joey Perrone, Director FP&A, Aeglea Biotherapeutics
  • Originally Broadcast: January 2017
  • Duration: 60 minutes
  • Watch Now

Executive Summary:

As more and more Finance applications become available via the cloud, organizations must consider which deployment approach will best meet their particular business needs to help ensure they are evolving and modernizing the Office of Finance’s budgeting, reporting & forecasting. Join us as we discuss the cost, service, functionality, and technology factors to be considered when looking at on-premises and cloud-based performance management applications. Also, hear from a leading biotechnology company, who will share their decision process in choosing a modern finance solution. Learn the details of how they evaluated the On-Premise vs. Cloud deployment options, along with the lessons they learned along the way that helped to mitigate risks.

Ease of Use: The Next Budgeting Requirement

Sponsored by XLerant

  • Learn why ease of use has become a key requirement for new budgeting systems and what to look for when selecting a solution
  • Speaker(s): Craig Schiff, CEO, BPM Partners; Joanne Brunn, CEO, XLerant; Minden Dickson, Director of Financial Planning & Analysis, Hunt Companies; Cheryl Warner, Controller, Northwood University
  • Originally Broadcast: October 22, 2015
  • Duration: 60 minutes
  • Watch Now

Executive Summary:

Understand the various meanings of ease of use and why it is different than familiarity, the significant impact on adoption and rollout success if this key aspect is overlooked, and how to evaluate ease-of-use in product selection. In addition, the panelists will share their experiences and lessons learned evaluating and selecting their BPM software solution, focusing on the role ease-of-use played in their purchase consideration, as well as the real- world impact (and return on investment) of ease-of-use on implementation, adoption, maintenance, increased collaboration and employee engagement.

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