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Débute 4 June 2026 03:42

Se termine 4 June 2026

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Sélection d'outil FP&A

Prenez des décisions plus intelligentes et plus rapides en apprenant à évaluer, comparer et mettre en œuvre le bon outil de FP&A pour votre organisation.
via Corporate Finance Institute

31 Cours


1 hour 24 minutes

Amélioration optionnelle disponible

Not Specified

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Paid Course

Amélioration optionnelle disponible

Aperçu

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.

Programme

  • Introduction au cours
  • Choix d'un outil logiciel FP&A dans l'environnement actuel
  • Composants fondamentaux des logiciels FP&A
  • Segmenter le marché des outils FP&A
  • Préparation de vos exigences
  • RFP et sélection de l'outil
  • Résumé du cours

Enseigné par

Paul Barnhurst


Matières

Business