White Papers

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Having done numerous studies of EPM (centered on budgeting, planning, forecasting and strategy) and other business applications, we believe that there are three metrics that drive the selection process:

  • Quantifiable Benefits: This involves not just describing... more >

Host Analytics is highly focused on the confidentially, processing integrity, availability, privacy and security of its customers’ data. While security is important to any SaaS provider, it is particularly critical to Host Analytics as customers are entrusting it with their... more >

As technology has evolved, CFOs and their teams have become technologically savvy with a strong desire to cut through the weeds and get directly in touch with the data to support the tactical and strategic needs of the business. The information technology (IT) department, led... more >

As companies grow, the ability of finance teams to provide decision-makers with timely, accurate, and actionable data becomes increasingly important.

As Gartner, a leading IT research company explains, “[EPM] suites facilitate efficient, compliant and transparent... more >

In today’s economy the ability to make fact-based decisions faster and with a higher degree of confidence can be the difference between success as a growing business or a company becoming part of a statistic. The tools that are at business’ disposal aren’t always equal in... more >

The success of any finance department is closely tied to the quality and motivation of its employees. To best serve your company, you need highly skilled employees who are actively engaged in their work.

A large percentage of finance professionals find that their jobs... more >

To date, the Wisdom of Crowds family of reports remains unique in that it is the only comprehensive research on BI usage and trends from the viewpoint of end users. By looking first hand at the experience of IT and business users as well as industry implementation consultants... more >

Today’s Chief Financial Officers (CFOs) face a barrage of challenges when building the foundation for a sustainable organization. Each building block added to the picture, each internal system being purchased needs to be analyzed for ROI using hard data and viewed from the... more >

Revenue rules in today’s business world. Given the light-speed nature of digital commerce, the faster a company can bring in and account for revenue—and clearly see what’s happening on the sales and revenue fronts—the more nimbly and effectively it can operate. Best-in-class... more >

Explore why CFO’s and their finance organizations must adapt to the changing landscape of their markets and how big data, organizational collaboration, and new cloud-based planning and analysis technologies are driving successful change.

In this Harvard Business... more >

The software industry is in an era of explosive growth. This 2014 study of CEO / CFOs’ outlook reveals that 29% say their planned revenue growth over the next 12 months is 50% or higher; and within that group, 17% believe their revenue growth will increase by 100% or more.... more >

Assessing the Results of the Financial Executives Research Foundation/Protiviti 2015 Finance Priorities Survey

Most finance functions today are incredibly busy, with waves of work rolling in at a greater pace and frequency. The business activities they support... more >

Many companies rely on spreadsheets as a key component in their financial reporting and operational processes. However, it is clear that there is considerable effort and risk inherent in spreadsheet use that should be evaluated in light of alternatives.

For many... more >

Through a survey of 100 tax and accounting leaders at U.S. businesses with revenues of $500 million and above, Bloomberg BNA discovered that corporate America operates under a veil of conscious uncoupling where tax policy and capital expenditures are concerned.

The... more >

Choosing the best technology for fixed assets management is only the beginning. Achieving strategic fixed asset management requires thoughtful planning, development of consistent policies and procedures, and a commitment to realizing the full value of proper asset management... more >

Compliance with the final tangible property regulations can be complex and will certainly require significant effort on the part of nearly every taxpayer. While no one looks forward to implementing major changes to their tax and accounting policies, the right software can... more >

Poor tax systems and processes often trap the tax department in the high-effort cycle of manual data management, compliance, and reporting, with little time or opportunity to deliver real business value to the organization. It’s time to break the cycle and give the department... more >

With the possibility of a convergence of GAAP and IFRS, fixed assets management in particular is a concern for most companies, as fixed assets usually represent a significant business investment.

This white paper will focus on the major differences between GAAP and... more >

Today’s tax and accounting professionals need both an ERP system and a tax depreciation solution to cover all their complex financial management needs. These systems must be integrated to streamline the fixed asset management process and bring greater control, visibility, and... more >

Developing Talent in the Corporate Finance Organization

Changing workplace norms—from average employee tenure, to the use of technology, and the growing importance of millennials—necessitate a fresh, new approach to talent development. This white paper takes an informative look at trends and resources for developing talent in your... more >

Equity compensation is one of the most important ways that both large and small companies attract, recruit, and retain their workforces. Whether it’s stock grants or options or other similar vehicles, equity compensation offers meaningful long-term incentives for performance... more >

Achieving agility in financial planning, budgeting and forecasting requires more than just views into historical performance data. It requires organizations to plan, analyze predictive data, and collaborate across departments and teams.

This research brief hones in on... more >

Today's business environment has driven new imperatives for agile planning, budgeting and forecasting. However, getting there is easier said than done. This handy four-step guide distills the key insights from the recent Aberdeen Group report.

Staying Ahead of the... more >

What does it take to be an agile enterprise?

In today's volatile business environment, agility is essential for creating accurate forecasts, taking advantage of opportunities, and driving course correction when adverse events happen. As the speed of business... more >

In this report we reveal in-depth research about what makes Silicon Valley startups successful. The report is a 50 page analysis based on data from 650+ web startups. The report was coauthored by Berkeley & Stanford faculty members. Other contributors include Steve Blank... more >

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