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Whitepapers

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Is your budget a chore you complete once a year, or a valuable asset that you consult regularly and use to course correct as conditions change or new trends emerge?

There’s tremendous value to be gained by viewing a budget as a tool to monitor the health of your... more >

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Business moves at a fast clip, especially in times of economic expansion and positive indicators. During budgeting season, CFOs and executive teams put together a plan that represents a snapshot of what they believe will happen, based on the best data they have available at... more >

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Cash is the lifeblood of your organization.

The cash flow statement is the barometer by which management, lenders and investors measure the strength of your cash flow.

Your ability to produce accurate and timely statements – and to perform analysis based on... more >

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Budget Season has arrived.

It’s a time when CFOs must do the impossible: Pin down a budget plan despite constant flux and uncertainty.

This exercise leads CFOs to ask the same five questions every budget season. Download today to learn what the 5 questions are... more >

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You've finished drafting your budget; now it's time to present it...

For CFOs and financial teams, this is perhaps the most important and visible time of year. You’re finishing up next year’s budget, and preparing to present it to your leadership team and Board of... more >

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The problem starts with legacy spreadsheets that many businesses still use to build their budget, despite recognizing the limitations. But breaking from the familiarity of spreadsheets can be difficult. It often takes a painful issue, such as the inability to confidently... more >

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The 8 Common Mistakes to Avoid When Submitting T&E RFPs workbook will help identify key stakeholders, assess the state of your current program, refine your objectives and construct an RFP customized to your needs so you can find the right travel... more >

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Reduce travel costs by creating and enforcing a clear travel and expense policy. This Travel Policy Workbook will help you organize information and ask the right questions among your program stakeholders in order to create an effective corporate travel policy... more >

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The Essential T&E Management Process Guide will take you through the 9 phases of the T&E process, addressing the necessary functions for a successful travel program from policy inception and pre-trip authorizations to change management and post-trip... more >

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This comprehensive Reroute to Better Online Adoption guide covers 7 ways to increase online corporate travel booking tool adoption like obtaining executive buy-in, optimizing travel booking site and engaging users.

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This 6 Key Strategies for CFOs whitepaper will guide you through challenges and corresponding strategies so you can take control of your travel program and balance the financial priorities of your organization with the needs of your travelers.

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A recent CFO survey indicated that 55% of organizations rely solely on spreadsheets to support their planning processes, and many augment their planning applications with spreadsheets. So how do you know when your organization has outgrown spreadsheets for planning? Download... more >

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An integral part of enterprise performance management (EPM) software is the ability to integrate with an array of source systems - such as ERPs, CRMs, or HR systems. Download the white paper to understand the requirements for EPM system integrations, the Host Analytics... more >

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Business is constantly changing and there will always be new data, new scenarios, and new questions to answer. In an ever-changing corporate world, finance teams have become the first responders. But today, few are fully prepared to meet the very real demands of that role. In... more >

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If you’re considering a new enterprise performance management (EPM) solution, you’ve already taken a big step towards transforming your financial operational performance. Whether you are looking to move from a world of spreadsheets or legacy on-premise systems or looking to... more >

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Learn about the essential features that can bring your accounting system out of the Stone Age.

Download our new evaluation guide to learn how the right project accounting solution can help you:

• Automate project accounting processes and optimize... more >

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If your finance team is trapped in a sea of spreadsheets, outdated information systems, and patchwork processes, then it’s time for a change. Learn how to transform your financial organization and achieve greater productivity, faster consolidations, increased visibility... more >

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Can the right technology decisions transform your finance and operational organizations? The most successful professional services organizations gain a strategic edge by following a simple technology path. Here’s some important guidance from industry leaders:

- Choose... more >

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As the size, complexity, and pace of your business grow, so do your frustrations. That accounting system you relied on to manage finances and operations has, over time, gradually become a barrier to growth and efficiency.

In this whitepaper you'll learn:

... more >
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How should you respond to the pressures of price competition, resource utilization, operational performance, and profitable growth? Learn the 4 new mandates for finance in tech services firms. You’ll learn how to:

• Modernize your financial infrastructure to... more >

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The Business Case for Integrating Salesforce CRM and Cloud Financials.

Efficient integration between Cloud Financials and Salesforce is not only possible–it’s becoming a near-mandatory requirement. Quite simply, sales and finance need to be on the same page in order to... more >

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Pressure is intensifying for CFOs in service-based organizations to show and drive projects profitability. Download the white paper to learn the five important steps you can take to:

• Gain sustainable growth through automation
• Use dashboards to... more >

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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 >

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As modern CFOs move beyond accounting to become business performance leaders, the awareness of missed opportunities caused by static planning processes has escalated. CFOs who fail to guide their companies with active planning processes are seeing negative impacts on their... more >

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Your corporate expense policy lives or dies by compliance. But the traditional approach – spreadsheets, disconnected systems, a process of handoffs and approvals – isn’t sustainable. Employees view these processes as a chore; and, because at least part of the process tends to... more >

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