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Budgeting & Planning » Planning

First in a series of eight briefs on companies using technology to further strategic initiatives
Sponsored by KPMG
June 17, 2013
This research brief---the first in a series of eight, prepared in collaboration with KPMG---summarizes a research program conducted to find out how CFOs at large companies are planning to use technology to further their strategic initiatives over … more »
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How CFOs and CIOs can work together to improve their use of technology for forecasting and planning
Sponsored by Oracle
December 14, 2010
Finance and IT executives often see information improvement priorities differently, but they agree that dedicated technology systems--particularly best-of-breed EPM applications--contribute to planning efforts. Finance and IT executives who work … more »
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Sponsored by SAP
January 25, 2010
At a time when global economic uncertainty makes the need for forecasting accuracy, insight, and agility greater than ever, many finance executives in the consumer products industry believe their companies are falling short. Interviewees highlight … more »
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Sponsored by SAP
January 25, 2010
At a time when global economic uncertainty makes the need for forecasting accuracy, insight, and agility greater than ever, many finance executives in the financial services industry believe their companies are falling short. Interviewees highlight … more »
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Sponsored by SAP
January 25, 2010
At a time when global economic uncertainty makes the need for forecasting accuracy, insight, and agility greater than ever, many finance executives in the discrete manufacturing industry believe their companies are falling short. Interviewees … more »
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CIOs and CFOs Diverge on Roles, but Agree on Need for Improvement
Sponsored by Oracle
January 14, 2010
It's no surprise that finance and IT executives' views differ on their roles in the planning process. New research from IDG Research Services, CFO Research Services and Oracle suggests that both sides agree there is room for improvement. Read this … more »
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CFOs and CIOs weigh in
Sponsored by Oracle
January 14, 2010
With the downturn drawing to a close, companies are redirecting their focus from survival to long-term strategic planning for growth. Yet, many organizations are at risk of failing to achieve the goals of their strategic plans. New research from CFO … more »
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When Are Spreadsheets Alone Not Enough?
January 03, 2008

Midsize companies have relied on spreadsheets and manual budgeting and forecasting processes since the earliest days of personal computers, and spreadsheets remain the de facto standard for day-to-day quantitative analysis. Indeed, wellcrafted … more »

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This survey of senior finance executives indicates that few CFOs are satisfied with finance's strategic role or the progress of its transformation to a valued business partner.
January 03, 2008
In May 2002, CFO Research Services (a unit of CFO Publishing Corp.) and Cap Gemini Ernst & Young conducted a research program to examine what progress large U.S. companies have made in transforming the finance function. CFOs: Driving Finance … more »
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This study identifies what CFOs in some of the world's largest companies see as the key supply chain challenges facing their organization.
January 03, 2008
This study identifies what CFOs in some of the world's largest companies see as the key supply chain challenges facing their organization. It also looks at the ways in which some leading CFOs are using their unique role and perspective to help … more »
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We undertook this study to examine the reasons for the growing popularity of alliances and the role of the CFO in these transactions.
January 03, 2008

With economic expansion now at the center of many strategy discussions, large U.S. companies are pursuing partnerships, alliances, and joint ventures as ways to drive growth, control costs, and boost capital efficiency. While these types of … more »

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With most U.S. public companies wrapping up their first year of compliance with the Sarbanes-Oxley Act, CFOs and other finance executives are taking stock of how the new requirements are changing the way they operate.
January 03, 2008
With most U.S. public companies wrapping up their first year of compliance with the Sarbanes-Oxley Act, CFOs and other finance executives are taking stock of how the new requirements are changing the way they operate. Many spent that first year … more »
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This report examines companies? ongoing efforts to transform the finance function from an expensive transaction processor into a value-added business partner.
January 03, 2008
In May 2003, CFO Research Services (a unit of CFO Publishing Corp.) launched a research program to examine companies? ongoing efforts to transform the finance function from an expensive transaction processor into a value-added business partner. This … more »
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Transforming the finance function is no longer an option for European CFOs but an imperative.
January 03, 2008
Transforming the finance function is no longer an option for European CFOs but an imperative. Battered in the public eye by accounting scandals, pressured by regulators to tighten their financial controls and reporting standards, and pushed by their … more »
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