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Whitepapers

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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If your finance team is trapped in a sea of spreadsheets, outdated information systems, and patchwork processes, then it’s time for a change.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:

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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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Download to learn the 10 steps to help you win support and secure investment for cloud-based expense management.

This eBook will walk you through how to: document your current process, identify the needs within your company, lay out the requirements of cross-... more >

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These days a budget is practically past its expiration date the moment the ink dries. "We used to have what we called the annual plan, and we'd spend six months of the previous year putting it together," says Neal Vorchheimer, senior vice president of finance for North... more >

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“Not everything that counts can be counted, and not everything that can be counted counts.”
-Albert Einstein

CFOs know this axiom to be truer than any other executive in an organization. To accurately measure and forecast corporate performance, they must... more >

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As the top guns of finance, CFOs are chartered with piloting their organizations to new heights, successfully anticipating and navigating turbulent economic times. Yet, as the pace of business accelerates, many CFOs report they are feeling a need…a need for more speed.

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CFOs are being asked to take on more responsibilities than ever before, but one of their essential tasks continues to cause frustration: budgeting and planning. The exercise of effectively and successfully setting targets, allocating resources, and providing incentives for... more >

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Digital transformation efforts are underway enterprise-wide as organizations harness the power of data to drive better, faster decision making. Yet, as businesses work to fast-track their time-to-decisions, they must first fast-track their progress in achieving a single... more >

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NetSuite + Adaptive Insights = Better Together

It’s no accident that NetSuite is the #1 cloud ERP provider. Its business management software is ideal for streamlining back-office processes. We use it at Adaptive Insights every day to record accounting transactions,... more >

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As with so many things in life, the key to effective budgeting is to find the right balance. Yet achieving that balance can be challenging. At some organizations, intense pressure for rapid growth from senior leadership or the board of directors pushes finance to develop an... more >

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It’s not that Excel isn’t a great spreadsheet program — it is. But, let’s face it, Excel breaks down if you’re trying to gather data from across the organization, roll up departmental plans, or do complex, collaborative planning.

A volatile economy demands a smarter... more >

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You know it’s coming—that request for yet another corporate report. Time to serve up the numbers that the board, top management, and others need for insight into how the business is doing.

You certainly have plenty of information to work with. In recent years, the... more >

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Paying suppliers can be time consuming. And if the process is manual or inconsistent, mistakes and processing errors can quickly lead to relationship problems with suppliers, which in turn requires more time spent onboarding new suppliers and rectifying errors. How do... more >

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