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Formulate - A Kainos company

Recent Posts

A Dynamic, Time-Saving Forecasting and Budgeting Solution

Posted by Formulate - A Kainos company on 22/07/21 15:50

Richmond Fellowship is a national mental health charity. They have been working with individuals, families and communities to make recovery a reality for over 60 years.

They work hand-in-hand with people they support to give them the confidence and self-belief that they have an essential contribution to society.

With a need for greater flexibility and agility within their forecasting and budgeting, Richmond Fellowship needed a proven Workday Adaptive Planning partner.

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Tags: workday adaptive planning

Ready To Embrace A Better Way To Plan?

Posted by Formulate - A Kainos company on 01/07/21 16:19

Long planning cycles. Short-lived plans. Siloed efforts. Hard-to-find errors. And never enough time for strategic analyses.

Do these FP&A issues ring a bell?

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A Day In The Life Of Ian Derbyshire

Posted by Formulate - A Kainos company on 28/06/21 14:27

In today's 'Day in the Life', we hear from Ian Derbyshire, Head of Workday Adaptive Planning, about how his role has changed during the pandemic and how he juggles the many plates he has to spin. 

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Tags: Blog

eBook - Nine Reasons You Should Stop Using Spreadsheets

Posted by Formulate - A Kainos company on 14/06/21 19:53

Spreadsheets can be heaven for some tasks. It’s not that spreadsheets aren’t great - they are. But, let’s face it, spreadsheets break down if you’re trying to rely on them systematically to gather data from across the organisation, roll up departmental plans, or do complex, collaborative planning.

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Tags: spreadsheets

Kynetec has More Time To Spend On Analysis with Workday Adaptive Planning

Posted by Formulate - A Kainos company on 02/06/21 11:24

Kynetec is a global leader in market research for animal health and agriculture. Kynetec helps companies around the world understand the dynamics of their marketplace, turning research into business opportunities - their customers include Bayer, Elanco and Zoetis. Employees work across the globe from Argentina and Brazil to Australia and the US.

They wanted a tool that could scale with the company, provide a collaborative workspace, and link with NetSuite. They also needed to have data available on revenue and multiple orders at their fingertips, ready for analysis. 

This case study explains the problems they faced and the benefits they've seen since adopting Workday Adaptive Planning. 

The Challenges

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Tags: workday adaptive planning

Lunch & Learn - Summer Dates Available

Posted by Formulate - A Kainos company on 01/06/21 15:29

We enjoy meeting you all at the Lunch & Learns. We get a chance to learn about all the different problems everyone came up against last year, concerns for the year ahead, and ideas on overcoming them.

We are only running one Lunch & Learn over the summer in August and returning to normal in September. This is to allow for holidays, I think after the year we've all had, everyone is in need of a break! 

Sign up and come and discuss finance with us!

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Tags: workday adaptive planning, Financial Planning, Lunch & Learn

Teamwork Is The Key To Effective Business Planning

Posted by Formulate - A Kainos company on 27/04/21 14:10

You can't enforce collaboration, but you can build a workplace culture that makes it easier and more rewarding to collaborate. Poor collaboration isn't a people's problem but a cultural issue. It takes more than smart people and a shared business direction to make magic happen.

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A Day In The Life Of Jamie Townsend

Posted by Formulate - A Kainos company on 27/04/21 11:42

We recently caught up with Jamie Townsend, Senior Business Development Manager at Formulate. Jamie has worked in tech for over ten years, first in London, with frequent trips to the Middle East, before settling for the country life - living and working in Cheltenham. We also spoke to Jamie about how he works effectively from home and find out what his job entails.

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Tags: Blog

How To Increase Engagement With The Finance Team

Posted by Formulate - A Kainos company on 27/04/21 10:07

You want full business participation in planning, budgeting, and forecasting, but you struggle to engage other departments in the process. Does this sound familiar? We thought so. Here are five tips to spark company-wide engagement and build confidence in the financial planning process.

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Do you need a financial consolidation tool?

Posted by Formulate - A Kainos company on 21/04/21 15:56

Financial consolidation is one of the most misunderstood topics we get asked about when scoping a planning and reporting solution. Let's understand what is needed; consolidation is used loosely by those outside of accounting. It has a particular meaning for those of us in finance.

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Tags: Consolidation