Sponsored by Fluence Technologies

• Learn how streamlined financial consolidation can be a major asset in helping mid-sized companies navigate through times of major change and disruption.
• Author: BPM Partners
• Date: December 2020
• Pages: 12
• Request your copy today by completing the White Papers Request form.

Executive Summary:

Having a single platform process financial data, regardless of source, helps ensure that companies can achieve that all important ‘one version of the truth’. This reliable and consistent data set can then be used to feed instant production of high quality reports and ultimately better informed decision-making.

• Benchmark your project and get new ideas from over 330 peer organizations that took part in this year’s BPM Pulse survey on budgeting, planning, reporting, consolidation, cloud, and mobile performance management. This document contains the complete raw survey results.
• Author: BPM Partners
• Date: June 2020
• Pages: 80
• Request your copy today by completing the White Papers Request form

Executive Summary:

The 2020 BPM Pulse survey was conducted during April/May 2020 and received over 330 valid responses. Only input from verifiable end user organizations was accepted.

The demographic breakdown:

• Largest group of respondents came from North America (77%), followed by Europe (19%)
• While many industries were represented the largest groups  came from manufacturing, healthcare, financial services, software, not for profit, consumer products, higher education
• Company size – 8% small, 54% midmarket, 38% large/enterprise
• Respondents came from IT, operations, executive management, but the largest group (61%) came from Finance, followed by senior executives (17%)
• Both technology (cloud, mobile, AI, software vendor preference, role of Excel) as well as business topics (forecasting methodology,  profitability optimization requirements, operational analytics focus, budgeting and reporting priorities, etc.) are covered. This year’s survey also included questions on priorities during challenging economic conditions and the status of finance transformation projects.

Sponsored by prevero/Unit4

• Learn about the benefits AI can bring to budgeting, forecasting, and planning
• Author: BPM Partners
• Date: December 2018
• Pages: 10
• Request your copy today by completing the White Papers Request form.

Executive Summary:

Vendors of corporate performance management (CPM) software have begun to recognize the importance of artificial intelligence (AI) capabilities in their products. Nearly all vendors have some AI-based features today, or under development for an upcoming release, but only a select handful have emphasized AI as a strategic, fundamental component. Customers have started to request AI in CPM systems, particularly for its value in predictive analytics and forecasting – which many in Finance already have experience using that predates the use of AI in this area. This white paper focuses on the role of AI in budgeting but some of the discussion is applicable to other areas of CPM and Finance as well. Due to its “high volume, accurate historical records, and quantitative nature”, Finance is well-suited for artificial intelligence.

Sponsored by Planful (Host Analytics)

• While many companies use workarounds, learn how to benefit from robust consolidation capabilities during the budgeting and planning processes
• Author: BPM Partners
• Date: July 2017
• Pages: 10
• Request your copy today by completing the White Papers Request form.

Executive Summary:

Financial consolidation functionality can play a key role in making corporate budgets more accurate, faster, and easier to create. If consolidation capabilities such as intercompany eliminations and alternate rollups are not available in their budgeting and planning solution, companies usually resort to work-around methods or make do with rudimentary capabilities that can be tedious and promote errors. In such instances, it can be difficult to create an accurate corporate budget that supports the organization’s structure and its reporting requirements in different jurisdictions.

Sponsored by Prophix

Understand functionality, vendor capability, security, and cost before locking into a deployment approach.

• Author: BPM Partners
• Date: January 2017
• Pages: 13
• Now available for: Instant Download.

Executive Summary:

The progression toward cloud-based solutions in enterprise applications is seen in almost every software category. More vendors of business performance management (BPM or CPM, for corporate performance management) software offer a choice, and every company should compare its architecture options before locking in the final decision. Users have choices in performance management software. Functionality and vendor capability to deliver the needed capabilities should be the top two criteria.