>>Everything you need to know to choose a future-proof FP&A solution...
buyer’s guide to financial planning & analysis
The terms keep changing to define what is essentially a system that allows
you to address and manage your critical financial processes and monitor
the performance of your business activities. Over the years, it’s been called
DSS, EPM, and most recently, it’s known as CPM (Corporate Performance
If you want to know more about how to buy financial planning & analysis
(FP&A) softwares then this book is for you:
- Replacing your FP&A solution will
take time and considerable thought.
For ultimate success, keep your eyes
on the long-term vision and plan in
short-term wins. We use a phased
plan to get wins along the way.
- The first step is to take a good look
at your current solution, including
potential gaps, current constraints, and
assessing the overall need.
- The next step is to determine key internal stakeholders
whose perspectives will be critical to finding a system that
fits your needs. Create a buying committee that spans all
of these business units to evaluate CPMs and make an
- Keep your RFP to a few vendors. Your RFP process should ultimately
be informative and assist you in narrowing down your list of potential
vendors to those that you would like to demo their offering. It shouldn’t
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