more-arw search

Whitepapers

Mediaplex_tagDo you have a White Paper you would like to post? Please email sponsorship@proformative.com.

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 >

Get It

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 >

Get It

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 >

Get It

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 >

Get It

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 >

Get It

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.

more >
Get It

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.

more >
Get It

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 >

Get It

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 >

Get It

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 >

Get It

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 >

Get It

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 >

Get It

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 >

Get It

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 >

Get It

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 >
Get It

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 >

Get It

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 >

Get It

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 >

Get It

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 >

Get It

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 >

Get It

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 >

Get It

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 >

Get It

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 >

Get It

“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 >

Get It

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.

... more >
Get It