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Moving from Excel to Corporate Performance Management (CPM)

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What is CPM? A good Corporate Performance Management implementation should enable organizations to achieve business results by linking corporate planning with performance analysis and evaluation. Sadly, the benefits of Corporate Performance Management is often overlooked. Most companies invest in expensive reporting systems without realizing that investing in a Corporate Performance Management solution will help them capture the variety of information users need for their reports – whether it is qualitative or quantitative data. Whether it is manually input or automated data. Whether it is text or numbers.

Learn the advantages of moving from Excel reporting to Corporate Performance Management. Know how with CPM reports, you can harnesses the power of MS Word and PPT functionality without Cut/Copy & Paste while ensuring users get pixel-perfect reports (MS Word, PowerPoint, and other formats) with the click of a button. For more information, visit http://bit.ly/2yEXTME

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Moving from Excel to Corporate Performance Management (CPM)

  1. 1. Moving from Excel to Corporate Performance Management (CPM)
  2. 2. Confidential and/or proprietary. Not to be copied to third parties. © Copyright Corporater AS - All rights reserved. 2 Epic fail is when you have invested in an expensive reporting system…
  3. 3. Confidential and/or proprietary. Not to be copied to third parties. © Copyright Corporater AS - All rights reserved. 3 Yet your business users still spend a considerable amount of “cut, copy and paste” for corporate performance management reports. CTRL + X CTRL + PCTRL + C
  4. 4. Confidential and/or proprietary. Not to be copied to third parties. © Copyright Corporater AS - All rights reserved. 4 • 95% of companies use Excel for Financial reporting* • 9 out of 10 spreadsheets contains errors** • JP Morgan reported USD 6 Billion loss due to Cut and Paste errors in 2013** Research shows: * Raymond Panko “what we know about Spreadsheet errors” ** Wall street Journal 2013 Excel to Corporate Performance Management
  5. 5. Confidential and/or proprietary. Not to be copied to third parties. © Copyright Corporater AS - All rights reserved. 5 Businesses today adopt tedious, labor-intensive, manual reporting processes in which they report the same information via various channels, month after month.
  6. 6. Confidential and/or proprietary. Not to be copied to third parties. © Copyright Corporater AS - All rights reserved. 6 The problem is with the tools provided to the staff to use.
  7. 7. Confidential and/or proprietary. Not to be copied to third parties. © Copyright Corporater AS - All rights reserved. 7 So, “what tool do businesses need?” They should start by asking what results they desire
  8. 8. Confidential and/or proprietary. Not to be copied to third parties. © Copyright Corporater AS - All rights reserved. 8 Question #1: What reports do you need? Do your homework and find out what the business needs and why they are resorting to using “copy and paste” today. Excel to Corporate Performance Management
  9. 9. Confidential and/or proprietary. Not to be copied to third parties. © Copyright Corporater AS - All rights reserved. 9 Question #2: What are the content of the reports? Try to de-code the reports and see what is lacking from your data. Uncover why users have resorted to pulling the report together from multiple sources. Excel to Corporate Performance Management
  10. 10. Confidential and/or proprietary. Not to be copied to third parties. © Copyright Corporater AS - All rights reserved. 10 Question #3: Where are the users getting the content / data for the reports? It might surprise you, but the data is often compiled from information in in emails, in people’s heads, in MS Word reports, etc. Excel to Corporate Performance Management
  11. 11. Confidential and/or proprietary. Not to be copied to third parties. © Copyright Corporater AS - All rights reserved. 11 Question #4: What does the report look like and how is it used? In which format, in which style, with what branding and graphics? Does Does the user need it in PowerPoint or in MS Word format or both? Does the user need scheduled delivery at recurring dates/times or only only when there are deviations requiring a report to support a meeting meeting or other management action? Excel to Corporate Performance Management
  12. 12. Confidential and/or proprietary. Not to be copied to third parties. © Copyright Corporater AS - All rights reserved. 12 There are corporate performance management tools available which can capture the variety of information users need for their reports • whether it is qualitative or quantitative data • whether it is manually input or automated data • whether it is text or numbers Excel to Corporate Performance Management
  13. 13. Confidential and/or proprietary. Not to be copied to third parties. © Copyright Corporater AS - All rights reserved. 13 Corporater Corporate Performance Management Software is one such solution which helps business users to be in a “Corporater Nirvana” due to its strong reporting capabilities – a platform which harnesses the power of MS Word and PPT functionality without Cut/Copy & Paste. Excel to Corporate Performance Management
  14. 14. Confidential and/or proprietary. Not to be copied to third parties. © Copyright Corporater AS - All rights reserved. 14 Users can get automated pixel-perfect reports (MS Word, PowerPoint, and other formats) with the click of a button. REQUEST TRIAL Save time and money by moving from “excel reporting” to automated reporting through “Corporate Performance Management”. Excel to Corporate Performance Management
  15. 15. Thank You For more information, visit our website:

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