White Papers

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An effective planning and budgeting process that enlists and enfranchises the collective intelligence and vision of the firm is the most powerful tool in the executive handbook. The best performing organizations have moved from reactive to proactive planning. Real-time... more >

Adaptive sat down with a panel of financial leaders to discuss what they see as success in today’s fast moving financial landscape: Mike Dinsdale, CFO of DocuSign, Tarun Bhatia, CFO of KIPP, and Gene Domecus, COO of Blurb, Pamela Langshaw, Finance Manager and 15-year veteran... more >

Billing can be so much more than sending out periodic invoices. If we think a bit more broadly, billing is one of many ongoing touch-points that make up our overall customer engagement strategy. This report explores that dynamic, and profiles a software and services company... more >

The lure of the spreadsheet is easy to understand: it is simple enough for beginners, yet powerful enough for experts. For over 3 decades, spreadsheets have been the tool of choice for financial professionals, yet they are widely derided as error prone and lacking the... more >

You could do so much more – at, or away from work – if you reduced the time you spend on budgeting. But, how do you do that while ensuring that your budgets maintain the quality, accuracy, and timeliness you need?

“7 Ways to Reduce the Time You Spend on Budgeting” is a... more >

The new Revenue Recognition Standard (ASU 2014-09) scheduled to go into effect in 2017 promises to simplify and create uniformity around the way companies book their revenue, but the new rules also bring the threat of chaos for companies that don’t properly ready themselves... more >

In the past decade, companies have increasingly been opening factories and offices in China, India and other countries in an endless chase for lowest-cost, high quality labor and to enter new markets. The result has been mergers, acquisitions, consolidations and new... more >

As the pace of innovation accelerates, customer needs change and industries converge, many companies find it challenging for their information technology to support the rapidly changing needs of the business. To maintain relevance and drive growth, companies must innovate... more >

100s of entities, a deadline only a few days away, another big scramble.

Despite the extensive functionality in Oracle Financials, the regular scramble to close your organization’s books at the end of every financial period — be it month-end, quarter-end, or year-end... more >

No more late work nights and missed service-level agreements for all systems involved.

Many enterpises rely on Oracle Financials to run their business, enabling them to plan, manage, and monitor all their financial data and reporting. But despite the extensive... more >

This executive guide is a resource providing CEOs, CFOs and HR professionals with the information needed to make the most successful Document Management buying decision for your business. The right DMS should address your business needs with the appropriate accessibility,... more >

Is your company COBRA compliant? Do your COBRA administration processes include sending all 25 written notices and tracking all 29 possible dates for each employee? Does your employer have proof, including copies, that Initial Notices and Election Notices were mailed? A... more >

Do you know what your employees really want from your organization? You can, and it pays to find out. But you may have to look beyond survey results (although we highly recommend them) to find out what really drives employee engagement.

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If employers want their people to be happy and employees want their employers to be profitable, why are we struggling to effectively manage both? More than likely it is the most basic and common of all relationship trials: effective communication. This white paper will... more >

The Affordable Care Act (ACA) has employers’ hearts racing as they face a variety of new compliance issues impacting health benefits, administrative processes, reporting responsibilities and employee staffing. Even though several ACA regulations are already in effect,... more >

According to a Bersin by Deloitte study, 61 percent of HR professionals surveyed plan to replace their HR software within the next 18 months. Many C-suite executives may be inclined to leave this type of technology decision to their HR and IT leaders. But as a top business... more >

As the office of the controller becomes ever more strategic—creating higher levels of financial visibility to help drive growth and profitability—the financial organization’s relationship to the controller role must evolve as well.

Specifically: Today’s CFO needs to... more >

The runway to adopting the new revenue recognition rules is foggy. Companies are faced with uncertainties and some stop-and-go moments. Many are waiting for a nudge for take-off, not quite sure how to proceed. The feeling of inertia is understandable. At 700 pages, the... more >

The planning, budgeting, and forecasting processes are essential components of effective business management. Unfortunately, they can, at times, be very difficult to perform successfully. Many employees are either unequipped or too busy to learn the correct process, and... more >

Sales tax isn’t a high priority for many fast growing businesses these days; yet just beyond your field of vision lay compliance challenges that can start small and become serious and expensive.

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When it comes to sales tax revenue, states are striking out to conquer new frontiers. Yet, unlike their forefathers before them, many lack the pioneering fortitude to stake a firm claim in fertile Cloud territory.

Tech firms are breaking new ground with online software... more >

The Executive’s Guide to Sales Tax Risk: Hits and Misses among Industry Peers sheds light on the outlying trends that impact a company’s risk level and demonstrates why company leaders should take a closer look at how sales tax is managed within their organizations. With an... more >

There comes a point in every company’s growth when manually calculating sales tax using tax tables and department of revenue sites is not enough to get the job done. In short, sales tax becomes an afterthought at just the moment when it is the most risky, potentially... more >

This report uncovers the direct and indirect costs of managing sales and use tax compliance that your organization may be experiencing and provides a strategy for reducing these costs through cloud software.

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Sales tax filing and reporting rules vary between jurisdictions in material ways. Each state has unique filing schedules, forms, payment thresholds and other administrative requirements that make staying on top of returns challenging. Following a few best practices can help... more >

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