The second part of the program series Business Insight was held 17.3.2016. Robert S. Hull, Founder and Chairman of Adaptive Insights, started by sharing his view on the future and trends in corporate performance management.

1. 1© 2015 Adaptive Insights | Confidential & Proprietary
The Future and Trends in Corporate
Performance Management
Rob Hull, Founder and Chairman, Adaptive Insights

2. 2© 2015 Adaptive Insights | Confidential & Proprietary
The World is Changing
CFO role is
evolving
Navigate
complexity
Manage business
performance
Manage
volatility
Embrace
technology
disruption

3. 3© 2015 Adaptive Insights | Confidential & Proprietary
Financial
Performance
50%
Financial
Reporting &
Control
30%
20%
Financial Operations
Financial
Performance 20%
Financial
Reporting & Control
30%
50%
CFOs Want Strategic Focus
Financial
Operations
Source: KPMG

4. 4© 2015 Adaptive Insights | Confidential & Proprietary
CFOs of high-performance
businesses tend to be more
strategic, providing insightful
analytics to the business, executing
business transformation initiatives
and influencing the strategic
planning process.

5. 5© 2015 Adaptive Insights | Confidential & Proprietary
Source: Adaptive’s CFO Indicator Survey, Q2, 2015
Planning
processes are
inefficient and
ineffective
Lack of time
for reporting
& analytics
Data silos
impede decision
making
Inhibitors to Being More Strategic

6. 6© 2015 Adaptive Insights | Confidential & Proprietary
Cumbersome Planning Limited Time for
Reporting & Error Risk
Static Budget, Reactive
Finance Line Item
Focused
Limited Business
Engagement
Risk Mitigation
!
Financial, Operational,
Strategic
Cross Functional
Collaboration
Opportunity Identification
F U T U R E
Business Driver
Focused
Continuous ForecastingTimely and Accurate
Insight
Transforming: Tactical to Strategic

7. 7© 2015 Adaptive Insights | Confidential & Proprietary
Data
Process
People
Past Future
Present
Execs Ops
Finance
Three Transformation Pillars

8. 8© 2015 Adaptive Insights | Confidential & Proprietary
Past Future
Present
Start
Future
Present
Past
Plan and Predict
Measure and Optimize
Report and Comply Plan and
Strategize
Set goals
Budget
Forecast
Measure
Analyze
Resolve
Optimize
Account
Consolidate
Report
Comply
Source: Forrester’s “Align Financial Processes And Systems
For Better Business Value And Compliance”
Process: Past, Present, Future

9. 9© 2015 Adaptive Insights | Confidential & Proprietary
Process:
Define Process & Cadence/Schedule
Data
Process
PeopleExecs Ops
Finance
Past Future
Present
Strategy
review
Annually
Operational
plans
Semi
Annually
Financial Plan
and
Periodic/Rolling
forecasts
Quarterly
/ Monthly
Results
Analysis
Real
Time

10. 10© 2015 Adaptive Insights | Confidential & Proprietary
Process:
Execute Consistently
Data
Process
PeopleExecs Ops
Finance
Past Future
Present
Measure and
report on the
right things
Tie evaluation
to goals &
objectives
Use dashboards
to communicate
metrics
Monitor
and act on
variances

11. 11© 2015 Adaptive Insights | Confidential & Proprietary
Data
Process
People
Past Future
Present
Execs Ops
Finance
Sell the
process
Hire the
right team
Train the
team
Cross-functional
collaboration
People:
Staff and Collaborate

12. 12© 2015 Adaptive Insights | Confidential & Proprietary
Data:
Finance Providing Holistic Perspective
Data
Process
People
Past Future
Present
Execs Ops
Finance
Define
stakeholder
needs
Establish
key drivers &
metrics
Define and
manage
metadata
Create data
governance
framework
Focus on
relevant &
consumable
Automate
high volume
/ frequency

13. 13© 2015 Adaptive Insights | Confidential & Proprietary
Transformation is Challenging!
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Solve self-service
and automation first
Lack of resources
to focus
Over communicate
to stakeholders and IT
Organizational
resistance
Continually evolve
journey
Thinking transformation
is a one time thing

14. 14© 2015 Adaptive Insights | Confidential & Proprietary
Typical Transformation Stages
Enhance
Planning
Optimize
Finance
Transform
Performance
Automatic rollups
Fewer errors
Faster cycle times
Integrated actuals
Driver-based models
Full financial statements
Collaborative processes
KPIs & metrics
Companywide planning
Culture of analytics
Strategic scenarios
Business model evolution
Increase
Efficiency &
Accuracy
Improve
Processes &
Decisions
Create
Profound
Strategic Value

15. 15© 2015 Adaptive Insights | Confidential & Proprietary
Adaptive Insights
15

16. 16© 2015 Adaptive Insights | Confidential & Proprietary
3,000+
Customers
Worldwide
#1
Experience
200+
European
Customers
We’re the Leader in Cloud CPM
Biggest Brands – 350+ Large Enterprises
Hottest Companies – 20% of Deloitte Fast500

17. 17© 2015 Adaptive Insights | Confidential & Proprietary
Financial
Processes
Intuitive
Experience
Customer
Success
Integrated
Analytics
Our Key Differentiators

18. 18© 2015 Adaptive Insights | Confidential & Proprietary
Comprehensive Offerings
We’re a true partner committed to your success through
a full range of software, services & expertise.
Customer Service
Professional Services | Support | Education | Customer Success
Product Suite
Planning | Reporting | Visualization | Consolidation
Platform
Cloud | In-Memory | Integration
Business Solutions
Expense | Revenue | Workforce | Capital | Balance Sheet | Cash Flow | Close | M&A | Operations

19. 19© 2015 Adaptive Insights | Confidential & Proprietary
Proven Customer Success Model
via Strong Local Partnership
Quick Implementations & Rapid Time to Value
Educate
Evolve
Support
Launch

20. 20© 2015 Adaptive Insights | Confidential & Proprietary
Where Finance is Headed
More Sources. More Engagement. More Analytics
I N T E G R AT I O N
L
Finance will have to
integrate data from
broader Finance and
LOB systems for CPM
and Analytics
E N G A G E M E N T
Finance will look for
more ways to rapidly
engage LOB
managers in CPM and
Analytics
P R E C I S I O N
Finance will expect
more sophisticated
forecasting and
predictive technology
and data to aid decisions

21. 21© 2015 Adaptive Insights | Confidential & Proprietary
Kiitos!
Contact Me: rhull@adaptiveinsights.com
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