Buyers Guide

Record to Report 2025 Buyers Guide Executive Summary

Posted by Robert Kugel on 05 September 2025

Executive Summary Record to Report The six costliest words in managing a finance department are, “We’ve always done it this way.” The record-to-report (R2R) cycle describes the process of finalizing and summarizing financial activities of an enterprise for a specific accounting period—typically a month, quarter or fiscal year. It is important to note that R2R exclusively covers the activities... Read More

Topics: Office of Finance, Consolidate and Close Management, Business & Technologies, Record to Report

Financial Close 2025 Buyers Guide Executive Summary

Posted by Robert Kugel on 05 September 2025

Executive Summary Financial Close The financial records of an enterprise must be reviewed periodically and summarized to create financial statements that inform executives and interested third parties of the organization’s financial condition and performance. An enterprise’s financial close involves a set of repeated processes that must be performed in a prescribed order and fashion to maximize... Read More

Topics: Office of Finance, Financial Close, Business & Technologies, Record to Report

Financial Consolidation 2025 Buyers Guide Executive Summary

Posted by Robert Kugel on 05 September 2025

Executive Summary Financial Consolidation The financial records of an enterprise must be reviewed periodically and summarized to create financial statements that inform executives and interested third parties of the organization’s financial condition and performance. A consolidation of the financial records and other departmental close processes involves an intricate set of repeated processes... Read More

Topics: Office of Finance, Financial Consolidation and Close, Business & Technologies

Workforce Planning Buyers Guide 2024 Executive Summary

Posted by Robert Kugel on 31 December 2024

Executive Summary Workforce Planning Planning software aims to refine and expedite the budgeting process, boosting the productivity of the financial planning and analysis (FP&A) group, while also enabling executives to set objectives and allocate resources in alignment with an enterprise’s strategy. In most enterprises, headcount is the one of the top three costs, often the largest, so it is... Read More

Topics: Office of Finance, Business Planning, Workforce Planning, Business-focused Software and Services

Business Planning Buyers Guide 2024 Executive Summary

Posted by Robert Kugel on 31 December 2024

Executive Summary Business Planning The primary goal of business planning is to ensure decision-making is consistently more informed and faster. Planning and budgeting software should expedite and refine analysis and decision-making cycles, improving the productivity of the financial planning and analysis (FP&A) group within the finance department, while also improving the performance of... Read More

Topics: Office of Finance, Business Planning, Business-focused Software and Services

Revenue Planning Buyers Guide 2024 Executive Summary

Posted by Robert Kugel on 31 December 2024

Executive Summary Revenue Planning Planning software is designed to refine and expedite the budgeting process, boosting the productivity of the financial planning and analysis (FP&A) group, while also enabling executives to set objectives and allocate resources in alignment with an enterprise’s strategy. The primary objective is to generate the revenue needed to fund the resources necessary to... Read More

Topics: Office of Finance, Business Planning, Business-focused Software and Services, Revenue Planning

Financial Planning Buyers Guide 2024 Executive Summary

Posted by Robert Kugel on 31 December 2024

Executive Summary Financial Planning Financial planning software aims to refine and expedite the budgeting process, boosting the productivity of the financial planning and analysis (FP&A) group, while also enabling executives to set objectives and allocate resources in alignment with an enterprise’s strategy. However, budget setting has long been criticized for being time-consuming and offering... Read More

Topics: Office of Finance, Business Planning, financial planning, Business-focused Software and Services

Business Planning Buyers Guide 2023 Executive Summary

Posted by Robert Kugel on 23 August 2024

Executive Summary Business Planning The purpose of business planning is not simply to create a plan — it is to make better decisions. Planning and budgeting software should make the process faster, more agile, less burdensome and more intelligent so that managers can make better decisions more consistently. Since the early 2000s, Ventana Research has advocated using a dedicated application to... Read More

Topics: Office of Finance, Business-focused Software and Services

Financial Consolidation Buyers Guide Executive Summary

Posted by Robert Kugel on 08 August 2024

Executive Summary Financial Consolidation The financial records of an enterprise must be periodically reviewed and summarized to create financial statements that inform executives and interested third parties of the organization’s financial condition and performance. A consolidation of the financial records and other departmental close processes involves an intricate set of repeated processes... Read More

Topics: Office of Finance, Business-focused Software and Services, Financial Consolidation and Close Management

Financial Consolidation and Close Buyers Guide Executive Summary

Posted by Robert Kugel on 08 August 2024

Executive Summary Financial Consolidation and Close The financial records of an enterprise must be periodically reviewed and summarized to create financial statements that inform executives and interested third parties of the organization’s financial condition and performance. A consolidation of the financial records and other departmental close processes involves an intricate set of repeated... Read More

Topics: Office of Finance, Business-focused Software and Services, Financial Consolidation and Close Management