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Maturity analysis of financial planning

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Minutes

Your roadmap for optimized planning processes

Everything at a glance

Topic

Modernization of your financial planning

Format

Workshop

Duration

1 day

Price

4.000 €

The planning and budgeting processes in many companies are becoming more complex from year to year. Rapidly changing market requirements clash with established, historically grown systems and processes.This not only requires a considerable amount of resources across all departments, but can also lead to an increased error rate and a lack of transparency in the data. With our maturity analysis, we therefore take a close look at your planning processes together and create the guidelines for more efficiency and transparency in your financial planning.

Your initial situation:

High complexity means low agility: FP&A processes are slow and error-prone.
Resource expenditure: Many employees are involved in sending Excel files back and forth with different versions.
Less comprehensible plan results: It is difficult to understand why the plan results are as they are.
Manual data provision: Data is not automatically validated and collected from different locations.

What you get:

Goals and guidelines: You will receive a common target picture, including consideration of the advantages of a new process.
Process overview: You will receive a superordinate process overview that was developed together with the planning experts.
Maturity assessment: You receive an analysis of how far you are with digital FP&A processes and how you can reach the next level.
Overview of suitable software tools: You will receive a preselection of suitable software products.

Content of the workshop:

With our tried-and-tested maturity level framework, we lay down your guidelines for a planning process with greater transparency and show you the potential for your modern system-supported planning.

The 4-step workshop structure:

Visionary roadmap for your future: Joint development of the target image of your modern planning process.
Effective project marketing basis: Final presentation with a joint target image including consideration of the advantages of a new process.
Organizational maturity analysis: Analysis of the development status of your financial processes and planning systems.
‍Customizedsoftware solutions: Presentation of modern software tools that fit your requirements.