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[APAC] BI Strategy: Why CFOs need to be involved

In this session we discussed:
- consolidating and leverage companywide data for a real-time view of every aspect of the company
- why secure cloud access is critical for business continuity
- how sharing data makes financial performance everyone’s responsibility
Recorded Aug 16 2021 21 mins
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Presented by
David Chambers (Senior Solutions Consultant) Stewart Irwin (Chief Financial Officer)
Presentation preview: [APAC] BI Strategy: Why CFOs need to be involved

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  • How do build a bullet chart in Phocas analytics. Recorded: Oct 14 2021 1 min
    David Chambers - Senior Solutions Consultant
    Use a bullet chart to compare current and previous performance across regions. You can color code to make it very clear.
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    Phocas Software
    Static and siloed spreadsheet-based reporting negatively impacts the agility and performance of mid-market businesses. In this video see how Phocas Financial Statements unshackle finance teams from the grind of static reporting, liberate the numbers that make your business tick.

    See how you can help your business thrive with proactive reporting on revenue, expenses and financial KPIs with Phocas Financial Statements.
  • How can you streamline budgeting and forecasting? Recorded: Oct 14 2021 1 min
    Phocas Software
    We all love spreadsheets, but we also know they have their shortcomings. In this video, discover a modern streamlined approach to budgeting and forecasting. We explain how Phocas provides an intuitive interface for building and managing your budgeting and forecasting while retaining familiar spreadsheet formats to accelerate adoption.

    Phocas Budgeting and Forecasting is a dynamic and user-friendly cloud-based solution that automates the manual budgeting process. All your data and reports are saved in the cloud, enabling you to securely access your financial budget plans and forecasts and seek feedback from area owners with a workflow-based financial budget approval process.
  • Why choose Phocas analytics? Recorded: Oct 13 2021 2 mins
    Phocas Software
    Adaptive, ad-hoc reporting and analysis. From high-level dashboards to underlying details, Phocas delivers self-service capabilities that scale with business growth. Get instant, focused and visual data when you need it.
  • (North America) Collaborative Financial Planning & Analysis (FP&A) Explained Recorded: Sep 29 2021 48 mins
    Anne-Queline Keller (Global VP of Product Marketing) Phil Dodds (Executive Director)
    Struggling to make financial planning a collaborative process? Are spreadsheets at the heart of your challenges? You're not alone.

    According to IBM research 58% of midsize and large companies still use spreadsheets to manage their planning and budgeting processes, and yet, 41% of Excel users say spreadsheets cannot handle their data volumes.

    If you're frustrated by how exhausting the budgeting and forecasting process this talk will be illuminating.

    In this webinar our Global VP of Product Marketing and Executive Director discuss these insightful FP&A topics: 

    - Trends in financial planning, what we're seeing at the 'coalface'
    - FP&A predictions for 2021
    - What to look for in an FP&A tool
    - How to build partnerships between departments to achieve a collaborative FP&A process
    - How finance can use cloud FP&A tools to gain deep insights into business data
  • (United Kingdom) Collaborative Financial Planning & Analysis (FP&A) Explained Recorded: Sep 29 2021 48 mins
    Anne-Queline Keller (Global VP of Product Marketing) Phil Dodds (Executive Director)
    Struggling to make financial planning a collaborative process? Are spreadsheets at the heart of your challenges? You're not alone.

    According to IBM research 58% of midsize and large companies still use spreadsheets to manage their planning and budgeting processes, and yet, 41% of Excel users say spreadsheets cannot handle their data volumes.

    If you're frustrated by how exhausting the budgeting and forecasting process this webinar will be illuminating.

    In this webinar our Global VP of Product Marketing and Executive Director discuss these insightful topics: 

    - Trends in financial planning, what we're seeing at the 'coalface'
    - FP&A predictions for 2021
    - What to look for in an FP&A tool
    - How to build partnerships between departments to achieve a collaborative FP&A process
    - How finance can use cloud FP&A tools to gain deep insights into business data
  • (APAC) Collaborative Financial Planning & Analysis (FP&A) Explained Recorded: Sep 29 2021 48 mins
    Anne-Queline Keller (Global VP of Product Marketing) Phil Dodds (Executive Director)
    Struggling to make financial planning a collaborative process? Are spreadsheets at the heart of your challenges? You're not alone.

    According to IBM research 58% of midsize and large companies still use spreadsheets to manage their planning and budgeting processes, and yet, 41% of Excel users say spreadsheets cannot handle their data volumes.

    If you're frustrated by how exhausting the budgeting and forecasting process this webinar will be illuminating.

    In this webinar our Global VP of Product Marketing and Executive Director discuss these insightful topics: 

    - Trends in financial planning, what we're seeing at the 'coalface'
    - FP&A predictions for 2021
    - What to look for in an FP&A tool
    - How to build partnerships between departments to achieve a collaborative FP&A process
    - How finance can use cloud FP&A tools to gain deep insights into business data
  • (United Kingdom) 3 ways data analytics allows for collaborative budgeting Recorded: Aug 31 2021 27 mins
    David Chambers (Senior Solutions Consultant)
    Accurate budgets and forecasts set the foundation for confident decision making which leads to profitable growth.

    In this session, we explore collaborative budgeting and how with data analytics you can:
    - build budgets in a familiar spreadsheet-like environment that's cloud-based and controlled with role-based security
    - automate and streamline budgeting with workflows
    - prepare a rolling forecast with real-time updates to keep pace with changing market conditions and have a clear picture of your business
  • (APAC) 3 ways data analytics allows for collaborative budgeting Recorded: Aug 31 2021 27 mins
    David Chambers (Senior Solutions Consultant)
    Accurate budgets and forecasts set the foundation for confident decision making which leads to profitable growth.

    In this session, we explore collaborative budgeting and how with data analytics you can:
    - build budgets in a familiar spreadsheet-like environment that's cloud-based and controlled with role-based security
    - automate and streamline budgeting with workflows
    - prepare a rolling forecast with real-time updates to keep pace with changing market conditions and have a clear picture of your business
  • (North America) 3 ways data analytics allows for collaborative budgeting Recorded: Aug 26 2021 27 mins
    David Chambers (Senior Solutions Consultant)
    Accurate budgets and forecasts set the foundation for confident decision making which leads to profitable growth.
    In this session, we explore collaborative budgeting and how with data analytics you can:
    - build budgets in a familiar spreadsheet-like environment that's cloud-based and controlled with role-based security
    - automate and streamline budgeting with workflows
    - prepare a rolling forecast with real-time updates to keep pace with changing market conditions and have a clear picture of your business
  • (APAC) 5 ways to reduce finance admin time with data analytics Recorded: Aug 16 2021 24 mins
    Pete Bushell (Senior Solutions Consultant)
    Does the finance team spend a lot of time pulling data from your ERP system into spreadsheets, so they can manipulate it into the standardized format? For many, the process of preparing the data wastes a lot of valuable time and takes away from analyzing the data.

    In this webinar, we'll explore:
    - democratizing financial data
    - automating reporting
    - dynamic reporting
    - financial dashboards
    - reduce the reliance on Excel
  • (United Kingdom) 5 ways to reduce finance admin time with data analytics Recorded: Aug 16 2021 24 mins
    Pete Bushell (Senior Solutions Consultant)
    Does the finance team spend a lot of time pulling data from your ERP system into spreadsheets, so they can manipulate it into the standardized format? For many, the process of preparing the data wastes a lot of valuable time and takes away from analyzing the data.

    In this webinar, we'll explore:
    - democratizing financial data
    - automating reporting
    - dynamic reporting
    - financial dashboards
    - reduce the reliance on Excel
  • [APAC] Dynamic vs. static financial reporting Recorded: Aug 16 2021 25 mins
    David Chambers (Senior Solutions Consultant); Daniel Harrison (Accountant Technologist)
    In this session we explored:
    - how decision making improves with a centralised source of timely and accurate data
    - the urgency to advance from static spreadsheet reporting
    - the shift to dynamic reporting – what this looks like for your business
  • [APAC] Modern financial reporting for everyone (not just finance) Recorded: Aug 16 2021 29 mins
    David Chambers (Senior Solutions Consultant); Manraj Litt (Financial Analyst)
    In this session we discussed:
    - an inclusive approach to financial reporting + why traditional finance processes are not sustainable
    - how to analyse, customise and visualise financial reports
    - security and controls (how financial data can be less siloed while still being strictly governed)
  • [APAC] BI Strategy: Why CFOs need to be involved Recorded: Aug 16 2021 21 mins
    David Chambers (Senior Solutions Consultant) Stewart Irwin (Chief Financial Officer)
    In this session we discussed:
    - consolidating and leverage companywide data for a real-time view of every aspect of the company
    - why secure cloud access is critical for business continuity
    - how sharing data makes financial performance everyone’s responsibility
Regular discussion of the latest mid-market trends and insights
At Phocas, we're passionate about helping people feel good about their data. Our software brings together organizations’ most useful data from their business systems and presents it in a way that is easy for anyone to analyze. Building dashboards is straightforward but what sets Phocas apart is its ad-hoc analysis capabilities. Unlike other business intelligence (BI) tools, Phocas makes it easy to seamlessly move from dashboards to underlying transactions data. The user decides how much detail to see and in what format. Phocas simplifies data management through powerful analytics and visualization tools and revolutionizes the way people interact with their own information.

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  • Title: [APAC] BI Strategy: Why CFOs need to be involved
  • Live at: Aug 16 2021 1:22 am
  • Presented by: David Chambers (Senior Solutions Consultant) Stewart Irwin (Chief Financial Officer)
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