FP&A Tool Selection

Overview

FP&A Tool SelectionAs Financial Planning & Analysis teams grow in complexity and responsibility, relying solely on spreadsheets can lead to inefficiencies, errors, and missed insights. This course provides a comprehensive guide to identifying when it’s time to transition to a planning tool, understanding the core features of FP&A software, and navigating the fragmented vendor landscape.

You’ll learn how to define project requirements, run a structured RFP process, evaluate vendors, and select a tool that aligns with your company’s goals and future growth.Learning ObjectivesBy the end of this course you will be able to:

Identify the different methods for segmenting the FP&A software tools market and comparing the different tools in the marketplace.Analyze and compare the different types of tools in the FP&A software marketplace.Define the steps necessary to prepare for selecting an FP&A software tool.Identify the key steps in building an RFP.Who should take this course? This course is ideal for FP&A professionals, finance managers, and business leaders responsible for budgeting, forecasting, or financial transformation. It’s especially valuable for those looking to modernize their planning processes and drive strategic decision-making in their organizations.

Syllabus

• Course Introduction
• Selecting an FP&A Software Tool in Today’s Environment
• Core Components of FP&A Software
• Segmenting the FP&A Tools Market
• Preparing Your Requirements
• RFP & Selecting the Tool
• Course Summary

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Taught by

Paul Barnhurst

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Subjects

Business