5 steps to Reporting confidence

Posted by Charlotte Taylor on 16/01/19 09:11

Reporting has always been a bug bear for finance. In a company, different departments, divisions, and stakeholders all need a feed of information and in different formats. Reporting has often run from an ERP with restrictive processes flexibility.

As data and communication is the glue which ensures everyone in an organisation as well as external parties need to measure performance, results, aims and understand the direction and plan of the business. It is important that you have confidence in your reporting tools. 

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Tags: Blog, Reporting, Adaptive Insights

what is an Integrated forecast plan?

Posted by Stephen Hambling on 10/12/18 10:15

balance sheet, P&L, Cash flow forecasts

A set of accounts has three inter dependant controls change one and it impacts another, take an entry on the profit & loss, this will change the balance sheet and with a small delay, the cash flow will move too. You can’t move one without impacting at least one of the others. So it makes sense to me, that when you forecast you can see the impact on all three when change happens. 

 

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Tags: Blog, Reporting, Adaptive Insights

housing - How to forecast post merger!

Posted by Charlotte Taylor on 30/11/18 16:19

The sands have shifted in the social housing market with government money being pumped into creating homes.  In recent months there have been a number of mergers, so what does this mean for the industry, and how do you forecast post merger? We look at the stories of 3 companies for ideas.

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Tags: Industry News, Reporting

spend 50% less time budgeting in 2019

Posted by Charlotte Taylor on 23/11/18 15:46

Here is our full proof 5 star delivery approach to getting the financial planning solution you dream of in 2019. Cut your budgeting cycles by 50% and create forecasts in hours rather than weeks!  Read our 5 point delivery plan and as one of our clients put it 'get your life back'.

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Tags: Blog, Reporting, Adaptive Insights

Are you descending into budgeting hell?

Posted by Stephen Hambling on 11/10/18 15:38

For many, budgeting rounds are hellish, with no treats in store. If the mere mention of the 'B' word causes terror then maybe its time to look for another way. 

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Tags: Blog, Reporting

why do media agencies need to forecast differently?

Posted by Charlotte Taylor on 03/09/18 10:48

Marketing, media and advertising agencies are different! Not only in what and how they do things but also in their commercial arrangements which affects how they measure and report financially. Take a read and learn what makes agencies different and can improve how they forecast.

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Tags: Industry News, Reporting

can you see cash flow in your financial forecasts?

Posted by Stephen Hambling on 07/08/18 07:07

It has long been said that cash is king and lack of it which  brings a company down. So to forecast using just P&L figures restricts the ability to see the impact of one of the key threats to an organisations ability to hit their targets. We take a look at why so many models fail to pull cash into the plan and what you can do to fix this with a few simple steps.  

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Tags: Blog, Reporting

Putting people at the heart of your forecasting

Posted by Charlotte Taylor on 25/07/18 18:08

There are more ways to plan forecast and budget than ever before. More data, certainly adds to the possibilities, but also how businesses are structured and measure performance has evolved. Services driven by people performance need to be measured, and traditional cost centre budgeting doesn't always fit the structures behind today's organisations. So we took a look at how some of our customers have tackled modelling the most important asset of all - people. 

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Tags: Blog, Reporting

Forecasting solutions behind the making of a Unicorn

Posted by Charlotte Taylor on 18/07/18 12:23

The alternative funding supplier,  Greensill Capital, were announced this week as the latest company to achieve the status of Unicorn, that is, a privately owned startup company with a valuation of $1 billion, following an investment of $250 million from General Atlantic.

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Tags: Blog, Reporting, Growth

When is the right time to move on from Excel?

Posted by Charlotte Taylor on 16/05/18 13:13

If you are struggling with Excel fatigue and asking if it's time to move on then this article will help you diagnose if it is the right time to look for an alternative planning, forecasting and budgeting solution? 

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Tags: Blog, Reporting