What SaaS Really Means for Modern FP&A

As a business leader, you’ve probably heard the term SaaS (Software as a Service) but may not fully understand what it means for finance teams or how it can enable you to run your company more efficiently and effectively. Given the current business environment, today’s finance leaders need to be agile and adjust their technology […]

Finding the Optimal Path to Success Using Financial Scenario Planning

financial scenario planning

Every business has a set of interconnected levers, commonly referred to as business drivers, that affect the operational expenses and financial results. Common business drivers include personnel, physical stores, various product lines, units of production and so on. For instance, the more sales staff available, the more revenue to be gained, but the more expenses […]

How to Get Started With Financial Scenario Planning

financial scenario planning

If there’s one thing COVID-19 has made clear it’s that the future is uncertain. While you might not be able to predict how the pandemic will continue to affect the world in the coming years, as a small business owner, there are steps you can take to ensure your company weathers the impending changes successfully. […]

People, Processes & Technologies: Defining the Tools for Best-in-Class FP&A

The past 18 months have been difficult for finance teams. Modern FP&A professionals are charged with providing strategic, data-driven advice that helps leadership make sound decisions in the near and long-term future. Finance teams need to answer specific questions, such as: What will the business look like given the economic climate? Where and what are […]

Financial Planning for Nonprofits – It’s Time to Arm Your Finance Team with Modern FP&A Tools to Thrive in a Post-Pandemic World

Building and managing an effective budget and plan can be daunting no matter what industry, but financial planning for nonprofits can be particularly difficult. For those dedicated finance professionals working in the nonprofit sector, the myriad of unique industry challenges from managing multiple stakeholders and funding sources, to understanding compliance standards and creating financial processes, […]

Tips for Strategic Workforce Planning in a Post-Pandemic World

While workforce expenses have always monopolized the largest part of a company’s budget, (and likely what keeps you up at night!) in the wake of the global pandemic and a drastic shift to remote/hybrid work, workforce planning has never been more challenging to manage. Finance professionals must now consider new office related expenses, headcount attrition […]

The Importance of Data Security and Compliance in the Modern World of SaaS

Last month we announced our successful completion of the Service Organization Control (SOC) 2 Type 2 audit, earning the company SOC 2 Type 2 certification – a certification developed by the American Institute of Certified Public Accountants (AICPA) that evaluates and reports on the effectiveness of a service organization’s data security controls relevant to the […]

A Modern Approach to Software Development – Agile Demystified

What is agile software development?  Agile software development is fundamentally an admission that more traditional approaches to software development are often ineffective for stakeholders as well as the product development teams on which the stakeholders depend. Agile approaches to software development incorporate many of the pragmatic aspects of software engineering that these legacy approaches have […]

Planning Maestro: Helping More Businesses Plan Intelligently in Today’s Dynamic World

Last week we shared some exciting news: the availability of three new editions of Planning Maestro, our powerful, easy to use, and quick to implement software for Finance teams. The new editions bring Intelligent Planning to a wide range of businesses and even more Finance professionals than ever before, providing sophisticated, year-round planning that is […]