Name: How can you streamline budgeting and forecasting?
Start: 2021-10-14T01:30:00Z
End: 2021-10-14T01:30:00.000Z
Location: BrightTALK
Rating: 0

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.

Use a bullet chart to compare current and previous performance across regions. You can color code to make it very clear.

How do build a bullet chart in Phocas analytics.

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.

Modernize your finance function with advanced financial statements

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.

Why choose Phocas analytics?

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

(North America) Collaborative Financial Planning & Analysis (FP&A) Explained

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) Collaborative Financial Planning & Analysis (FP&A) Explained

(APAC) Collaborative Financial Planning & Analysis (FP&A) Explained

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

(United Kingdom) 3 ways data analytics allows for collaborative budgeting

(APAC) 3 ways data analytics allows for collaborative budgeting

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

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) 5 ways to reduce finance admin time with data analytics

(United Kingdom) 5 ways to reduce finance admin time with data analytics

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] Dynamic vs. static financial reporting

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] Modern financial reporting for everyone (not just finance)

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

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

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.

How can you streamline budgeting and forecasting?

President of finance

VP of finance

Financial Analysis

Budgeting and forecasting

Budgeting

Forecasting

Practicing business intelligence allows your company to transform raw data into sets of insights for targeted business growth. The business intelligence and analytics community on BrightTALK is made up of thousands of data scientists, database administrators, business analysts and other data professionals. Find relevant webinars and videos on business analytics, business intelligence, data analysis and more presented by recognized thought leaders. Join the conversation by participating in live webinars and round table discussions.

Business Intelligence and Analytics

As an IT professional, many of the problems you face are multifaceted, complex and don’t lend themselves to simple solutions. The information technology community features useful and free information technology resources. Join to browse thousands of videos and webinars on ITIL best practices, IT security strategy and more presented by leading CTOs, CIOs and other technology experts.

How can you streamline budgeting and forecasting?

Presented by

About this talk

More from this channel