Does creating a board report make you jump for joy? Is it a quick, easy, and automated process? Or, is it time-consuming, complicated, and error-prone? If yours sounds like the latter, keep reading.
Board reports are critical for the approval of new initiatives and development of growth strategies. On top of day-to-day operations, finance leaders and their teams are responsible for compiling comprehensive, up-to-date, and relevant KPIs so the board has the background and context needed to make smarter, more informed decisions. But gathering that data is often a very manual process. A survey of executives indicated that more than 75% of their teams’ time was spent on manual work, data collection, and data re-entry.
It doesn’t have to be that way. Workday Adaptive Planning makes financial reporting centralized, consistent, and—most importantly—easy.
Eliminate inefficient board reporting with Adaptive Planning
With Adaptive Planning, you can easily create board reports and decks in the Microsoft programs you’re used to—Excel, Word, and PowerPoint. With intuitive dashboards and data visualization, you can focus more of your energy on strategy and growth, not gathering disparate data.
KPIs in Minutes, Not Days
Set up your KPIs once and be done. Adaptive Planning integrates and links with MS Office so you can automatically update board packages, decks, and reports with the click of a button.
No More Guessing
No more wondering how numbers came to be. Drill Down and analyze source data, formulas, and accounts. Cell Explorer also provides a full audit trail that shows what was changed, when, and by whom.
Single Source of Truth
Ensure accurate board materials with reporting, planning, and operational metrics in one centralized location. Native integrations with ERP solutions like NetSuite provide a holistic view of your business.
More than Numbers
Stakeholders aren’t always financial experts. By using Adaptive Planning to create board reports, you’ll be able to spend less time digging and more time translating it into meaningful and relevant information.
FP&A experts reporting to duty
With more than 40 years’ combined FP&A and Adaptive Planning experience, 360 Cloud Solutions has grown and evolved right alongside the software. We can utilize our experience, know-how, and best practices to streamline your board reporting and more.
Let’s Get Growing
Sound familiar? 360 Cloud Solutions can help.
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