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Insights & Thinking

FP&A best practices, EPM perspectives, and performance intelligence — from practitioners who’ve been doing this since 1979.

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Planning by numbers
Case Studies
Planning by numbers
Enhancing a consumer goods giant’s ability to identify growth opportunities.‍
October 13, 2024 · 2 min read
Enterprise-wide sales forecasting made possible
Case Studies
Enterprise-wide sales forecasting made possible
‍Thomson Reuters deliver improved sales pipeline performance reporting, with a 33% reduction in time spent producing reports. Working with Metapraxis, 600 manual reports were consolidated into one reporting solution.
October 13, 2024 · 3 min read
One comprehensive view of production, sales and profitability
Case Studies
One comprehensive view of production, sales and profitability
Delivering a trend analysis solution for the whole group.
October 13, 2024 · 3 min read
The Excel Dilemma: Recognising its Limits in Finance and the Need to Evolve
FP&A
The Excel Dilemma: Recognising its Limits in Finance and the Need to Evolve
Microsoft Excel, with its humble origins in the early 1980s, has long been the workhorse of finance departments worldwide. It has played a pivotal role in streamlining financial processes, data analysis, and reporting for decades. Yet, as we sail further into…
October 13, 2024 · 3 min read
What makes a good Board Report?
FP&A
What makes a good Board Report?
A company’s board of directors is collectively responsible for leading and directing its affairs in order to promote its success. To fulfill this role, the entire board must be well informed about current and likely future performance. This information is…
October 13, 2024 · 3 min read
Elevating your ERP’s Financial Planning & Analysis Capabilities
FP&A
Elevating your ERP’s Financial Planning & Analysis Capabilities
SAP and Oracle have long been recognised as leaders in providing ERPs that excel in operations, accounting and financial management. However, when it comes to Financial Planning & Analysis (FP&A), businesses often encounter challenges that mean a lot is still…
October 10, 2024 · 5 min read
Choosing the scale for a graph
Data & Analytics
Choosing the scale for a graph
The scale selected for a graph axis has a significant impact on how the audience interprets the message and is an important part of optimising data visualisation. Here we cover the common issues financial planning & analysis professionals face when selecting…
September 30, 2024 · 4 min read
Moving Annual Average – a powerful data transformation
Data & Analytics
Moving Annual Average – a powerful data transformation
We can’t use an MAT for a stock type item (like Accounts Receivable or Headcount) or a statistic (such as gross margin % or the £/$ Exchange Rate) because totalling these items overtime periods doesn’t make any sense.
September 30, 2024 · 2 min read
Level-up your business partnering skills
Data & Analytics
Level-up your business partnering skills
Are you looking to enhance your business partnering skills? We have gathered valuable insights to guide you on your journey to becoming a better business partner. From the impact of unsatisfactory decision-making to the key competencies required for…
September 29, 2024 · 1 min read