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White Papers

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For decades, financial planning has almost exclusively resided in the Finance Department, with an inordinate dependence on Excel for analysis and planning. Limitations and inefficiencies of this approach have pushed forward-thinking CFOs and CIOs in a variety of industries to... more >

It’s generally accepted that companies should be able to close their books within a week of the period end, whether monthly, quarterly or semiannually. Yet our recent benchmark research shows that only half of participating organizations accomplish this within five or six... more >

Realizing an appropriate return on capital spending is critical. Poor allocation of strategic funds can impair the competitiveness and profitability of a corporation, which is why well-run organizations have a disciplined methodology for making these decisions.Using the right... more >

Benefits of the Study

The Wisdom of Crowds® Enterprise Planning Market Study provides a wealth of information and analysis—offering value to both consumers and producers of enterprise planning technology and services.

Consumer Guide

As an objective source... more >

The Importance of Closing Quickly:

Many CFOs and controllers find themselves in a bind. They look for ways to give the finance department a more strategic role in their company, yet they cannot provide the resources Finance would need to be able to handle core... more >

Processing travel and entertainment (T&E) expenses can be a costly proposition, especially for businesses that rely on manual processes or spreadsheets. Discover how today’s leading companies are managing the seven hidden costs of processing employee expense reports using... more >

Invoice management and accounts payable are often overlooked in the larger realm of expense management. But with it being one of the biggest pain points for many companies, it's important that the process become more streamlined. This report delves into the state of AP today... more >

If you're considering a switch to cloud-based expense reporting, this new eBook can help you learn more about the unique features and benefits of the Certify solution in our customer's own words.

Few business processes are better suited for the cloud than travel and... more >

Global Business Travel Association Foundation estimates that U.S. companies will spend $293.1 billion on travel and entertainment (T&E) costs in 2017, an almost 4% increase over the previous year. Considering the average American company also earmarks between 6 and 12... more >

In this report, G2 Crowd uses real reviews from finance professionals to determine which software solutions are rated highest, by considering:

  • Ease of use
  • User satisfaction
  • System reporting and analytics
  • Ease of employee reimbursement... more >

When it comes to choosing the expense management software that’s going to get you the best value for your investment, take it from other finance professionals — Certify tops Concur in every category, including:

  • Ease of setup and use
  • Employee satisfaction... more >

We surveyed more than 600 CFOs, controllers and accounting professionals to gain insight into how real companies are approaching T&E management in the next year. In the 2017 Certify Expense Management Trends Report, you’ll discover how today’s leading companies are... more >

Providing a fleet vehicle to your field reps is costing your business more than you know. Learn how one company reduced risk, boosted productivity in the field, and saved over $215,000 a year by switching to a more cost-effective mileage reimbursement solution. Download now... more >

As your manufacturing business grows, the limitations of QuickBooks become painfully obvious. In response, most organizations gradually implement various workarounds. So how do you move beyond this patchwork of point solutions (each with its own database), spreadsheets, and... more >

Billing has long been perceived to be a back-office function, a mundane and boring task. Businesses had the tendency to put a billing system in place and then promptly forget all about it. It was a financial relic that had little functional value. Price was the primary... more >

Managing your company’s financials is the backbone of your business and is vital to the long-term health and viability of your company. Yet attention to your bottom line often takes a back seat during times of increasing revenues and growth.To continue applying the necessary... more >

This white paper covers the types of inefficiencies caused by running disparate business solutions and systems for different departments and how a software platform that unifies critical business processes helps companies grow more rapidly and profitably.

This paper... more >

As we march toward its adoption, ASC 606, Revenue from Contracts with Customers, is on the mind of every CFO and controller. The new revenue recognition standard is a sweeping set of new regulations that all of the major accounting firms agree may constitute the
biggest... more >

SMBs face many of the exact same business challenges as their Big Company cousins. Whether that is ensuring that what sales knows as a ‘customer’ is mirrored in what finance understands, or being able to track the progress of customer orders from receipt through to cash, SMBs... more >

Can you tell your organization's "money story"—how it generates revenue and profits, and maximizes cash flow? To be able to tell this story, the CEO, CFO, and other executives must have access to transparent, real-time performance data to accurately describe how much money... more >

In our 36-criteria evaluation of enterprise performance management (EPM) providers, we identified the 10 most significant ones — Adaptive Insights, Anaplan, Host Analytics, IBM, Oracle, Prophix Software, SAP, Tagetik Software, Tidemark Systems, and Vena Solutions — and... more >

People are the most valuable asset of every organization. To maximize their value, though, management must think carefully about how to use them. Workforce planning helps organizations address every aspect related to employees, from overall head count to individual hiring,... more >

Success in business is measured by what's accomplished, and effective planning improves an organization's ability to consistently achieve its objectives. When it comes to Sales, many organizations are slow to recognize how ineffectual their sales planning process is and how... more >

Corporate planning can be digitally transformed and improved by applying technology to integrate more tightly the company's budget with its business operating plans.

Download this asset to learn more!

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Shortening the close can provide more time to analyze results, cut overtime and related costs and free up personnel for other duties.

Download this asset to learn more!

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