5 key steps for CFO's to drive strategic change

Posted by Charlotte Taylor on 08/08/19 09:52

It's a busy life being a CFO, not only with work but balancing home life. The role of the CFO is undergoing rapid  transformation. To be a strategically oriented CFO you will need to utilise your resources most efficiently to be able to outperform the competition by being agile, dynamic and fast. 

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Tags: Reporting, Adaptive Insights, forecasting, cfo

Formulate chosen by Independent Vetcare

Posted by Stephen Hambling on 06/08/19 10:37

Formulate has been selected by Europe’s Leading veterinary care provider, Independent Vetcare Group (IVC) to provide and implement Cloud-based financial planning and forecasting software Adaptive Insights.

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Tags: Company news, Industry News, Adaptive Insights, Implementation

Formulate win Deliveroo contract

Posted by Charlotte Taylor on 01/08/19 10:04

Formulate has been chosen by Deliveroo to provide and implement Cloud-based financial planning and forecasting software Adaptive Insights.

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Tags: Company news, Industry News, Adaptive Insights, Implementation

Formulate Customer Day

Posted by Charlotte Taylor on 26/07/19 14:59

A great day of learning, sharing and networking.

Our annual customer day was a real triumph. Over 25 companies attended to get some deeper understanding of Adaptive Insights and how they can get the best use of the software in their businesses. 

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Tags: Events, Adaptive Insights, formulate

Must read books for finance leaders this summer

Posted by Charlotte Taylor on 19/07/19 16:14

So it's that time of year again when the holiday season is upon us. The anticipation levels of that much-needed family break is high. After a busy year of deadlines, endless meetings and being pulled in all directions, such as break is well deserved.

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Tags: Reporting, Adaptive Insights, forecasting, cfo

Financial consolidation tool -  do you need one?

Posted by Charlotte Taylor on 11/07/19 16:14

Financial consolidation is one of the most misunderstood topics we get asked about when scoping a planning and reporting solution. So, let’s get back to first principles and understand exactly what is needed because consolidation is a term used loosely by those outside of accounting, but which has a very specific meaning for those of us in finance.

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Tags: Consolidation

Financial Forecasting -top 5 tips for fast growing companies

Posted by Charlotte Taylor on 05/07/19 13:30

Financial forecasting is what drives and impacts your growth is the intelligence which can put you ahead.

Sometimes smaller organisations can believe the big 'corporates' are cutting edge when it comes to planning. The truth is, many are still existing on spreadsheets like most other businesses.

So here are some top tips on how financial forecasting well can get you ahead, make you more agile and save you valuable time with limited resources.

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Tags: Reporting, Adaptive Insights, forecasting, cfo

Get the inside track on financial planning - 30 minute webinar

Posted by Stephen Hambling on 03/07/19 20:37

Get the inside track on financial planning for growth with this free 30-minute webinar featuring unique insights from Adam Coxen and Al Eadie.

This unique webinar is aimed at Finance leaders, FD's and CFO's of growth companies looking for investment and will provide the inside track on forecasting.

This webinar covers both investment round demands and financial planning tools to ensure you can deliver what the company needs at the right time.

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Tags: cfo, Implementation

Join the #CFOdebate

Posted by Stephen Hambling on 20/06/19 11:16

Formulate are joining the #CFOdebate at Generation CFO's lively events as proud Technology Sponsor.  These premium events feature a lively debate with four leading CFOs, chaired by Christopher Argent, founder of Generation CFO who’s transformation projects include John Lewis, Amazon and Vodafone. The panel will reveal simple changes organisations need to make and where the focus needs to be, to move fast and to remain relevant.

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Tags: Events, Adaptive Insights, cfo, Implementation

5 IMMEASURABLE ROI BENEFITS OF NEW FINANCIAL SOFTWARE

Posted by Stephen Hambling on 13/06/19 17:46

So what do you include in the payback calculation when looking at investment in automation?  Commonly investment V returns in savings or added revenue over a period of time.

But it's often the soft intangibles like time savings, improved morale,  attracting talent, or better decision making, which are tricky to put numbers against, but payback in spades.  This article lists the 5 less common ROI contributing factors, which may not be on your radar when it comes to the decision to invest.

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Tags: cfo, Implementation