White Papers

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Service Performance Insight (SPI Research) believes the professional services market is back – showing growth rates in excess of 10%. This growth bodes well for PS executives who work to expand geographically and introduce new services. However, it is not... more >

Is your company growing fast and struggling with increasing complexity? This paper draws on real-world stories of growing and mid-sized businesses that upgraded from QuickBooks to cloud financials at critical junctures in their growth and highlights challenges they faced... more >

As companies gear up for growth, a lack of visibility across the enterprise can impact the ability of finance leaders to deliver on company growth initiatives and meet key strategic objectives.

Download this new white paper to learn the secrets to success for finance... more >

Whether you call it "forecasting" or "planning", the key is to enable a continuous process that delivers real-time, up-to-date information to drive effective business decisions. C-level execs offer recommendations based on real-world implementations and share how you can... more >

Universities are faced with making tough decisions leaving budgeting, forecasting and planning difficult tasks to master. When implementing a financial planning solution, it’s helpful to look at what peers have discovered in their financial planning efforts.

Download... more >

Without end-to-end visibility and control of its financial health, a professional services organization can’t grow. This whitepaper explains how blending financial system information with PSA data can propel a services company toward better ROI with forecasting, issue... more >

Most people outside of finance don’t understand the importance of the Balance Sheet. Do you?

Financial automation is bringing benefits beyond traditional budgeting. Using a CPM solution to address your business can also impact other areas like accurately... more >

As a finance professional, one of your most important responsibilities is to facilitate growth while ensuring that your growth plans are supported by sound financial data and effective company execution. Periods of rapid expansion put strain on financial departments, which... more >

Supporting Sales Vision with Finance Rigor

Sales planning and management is an integral part of running any healthy enterprise that is focused on profit and growth. However, it is becoming increasingly difficult for enterprises to determine the real costs and... more >

Preparing reports for your board of directors is a high-pressure exercise. You’re working under a deadline, with no room for error, yet you want to give the board a complete picture. Your goal is not simply to inform your board of the company’s financial position; you also... more >

Timely and accurate financial reports are the must-have foundation for running a successful business. As a finance professional, you’re responsible for providing your company’s decision-makers with clear and actionable financial data, and ideally, insights on how to interpret... more >

This independent study was conducted was to identify important trends in Business Performance Management (BPM) and perceptions of BPM vendors and service providers. In this report: discover the role of spreadsheets in performance management systems, budgeting challenges and... more >

This independent study was conducted was to identify important trends in Business Performance Management (BPM) and perceptions of BPM vendors and service providers. In this report: discover the leading choice for reporting and analysis, the important performance management... more >

This independent study was conducted was to identify important trends in Business Performance Management (BPM) and perceptions of BPM vendors and service providers. In this report: discover the leading choice for consolidation, financial consolidation by the numbers, and the... more >

This independent study was conducted was to identify important trends in Business Performance Management (BPM) and perceptions of BPM vendors and service providers. In this report: discover how open companies are to cloud-based solutions today, reasons for and against cloud... more >

Many discussions of cloud computing concern how cloud-based software and services enable small and midsize businesses to acquire many of the same capabilities as large ones. In fact, though, large companies have been adopting the cloud, too - and with good reason. Ventana... more >

5 Surprising Tax Risks Faced by Growing Businesses

The hallmarks of successful business growth are scaling to meet market demands, entering new markets, and differentiating product and service offerings from the competition.Yet, the very activities that lead a... more >

Budgeting Challenges: How to Avoid Spreadsheet Hell

A year is becoming a long time in the life of an enterprise. Establishing a well-defined budget can be a first step towards more regular forecasting and planning.

Budgeting in most companies is not an... more >

Precise fixed asset data is essential to most school districts, particularly from a business perspective. Reliable fixed asset records enable business officials to protect the district’s investments. From providing values for insurance coverage to reporting requirements and... more >

What is Internal Control of Fixed Assets? Fixed Assets are sometimes referred to as Property, Plant and Equipment (PP&E) and the terms are used interchangeably. There are three crucial aspects of internal control in relation to fixed assets that top-level management... more >

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