Positively Planful: Meet Derek Mann

Positively Planful: Meet Derek Mann

Positively Planful is our way of inviting you inside our company to learn who we really are, especially if you’re considering a career at Planful. We interview members of our team and share a glimpse into their lives. It also lets you meet the individuals whose name or face you might not regularly see on our website or at our events, but who equally contribute to our overall success. 

Since the pandemic forced many of us to work remotely, we’ve all had our technical struggles. Whether it’s setting up a new webcam, getting access to cloud-based tools, or simply adding that cool new Zoom background, our collective first responder for technical issues is Planful IT. But while it’s usually a one-time distraction for most of us, from the IT side, it’s a never-ending stream of interesting troubleshoots with fellow Planful people. 

Derek Mann is one of those critical frontline problem solvers. He’s an IT Systems Specialist based at Planful headquarters, and he’s a familiar face to just about everyone on our team. He’s been at Planful for 4 years, but his previous work put his name up on the big screen! 

Elisa Forbes, a People Operations Coordinator at Planful, interviewed Derek to learn more about the person who keeps us all connected. 

Elisa: We tend to need your help with just about everything. How do you always have a solution?

Derek: I’ve been doing this a long time. I’ve been in tech support for more than 20 years, so I’ve had a lot of practice fielding all different kinds of questions from people who use Windows every day, people who use Mac or Linux, servers to desktops, all of it. I think my brain is kind of geared to answer random questions. I love it.

Elisa: If you could spend the day in someone else’s shoes at Planful, who would it be and why?

Derek: I would be somebody in the finance team for sure, probably Saran Raksincharoensak, Planful Finance Director, so that I could work with Maria every day even more closely than we do now. (Learn more about Maria Cherry in this Positively Planful blog post!)

Elisa: You currently live in Redwood City, near Planful headquarters. Where did you grow up and what brought you to the Bay Area?

Derek: I grew up in the Midwest. I lived my whole life in Ohio before I moved to California in 2000. I had friends who lived out here and they said it was amazing, and the tech economy was booming at that time. There were tons of jobs and they were all very, very good paying jobs compared to where I came from in Ohio. So that’s what brought me out here, and I’ve been here for about 20 years.

Elisa: We hear you are a huge movie buff. What is your favorite movie and why?

Derek: That is hard because there are so many. I’m a big nerd, so a lot of my favorite movies are nerdy comic book movies or Star Wars. I love Empire Strikes Back. Or maybe How to Train Your Dragon. My name’s in the credits on that one. My job before coming to Planful was at DreamWorks Animation. So my name’s in the credits on a bunch of animated movies. But I would probably stick with Empire Strikes Back as my favorite movie of all time. Maybe that or Raiders of the Lost Ark. Whatever it is, it’s going to be very nerdy.

Now you know a bit more about Derek Mann, a member of our global IT team. We’re grateful to have him on the Planful team, helping us to quite literally stay connected to each other, every day. 
Let us know what you think about this glimpse into Planful. We’re Positively Planful that if our people-first attitude sounds like a good fit for you, you should check out our Careers page.

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Predictions for Modern FP&A: Bryan Lapidus of AFP on the Being Planful Podcast

Predictions for Modern FP&A: Bryan Lapidus of AFP on the Being Planful Podcast

In this episode of Being Planful, I welcomed Bryan Lapidus, FP&A Practice Director at the Association for Financial Professionals (AFP). Bryan has spent 20 years in the office of the CFO across both large and mid-sized companies, and in roles spanning FP&A, Treasury, Risk, and more. Now, at AFP, Bryan is responsible for creating and curating content for their members, which are FP&A professionals just like you. 

During our conversation, Bryan explains how the pandemic forced Finance to work at a faster pace, and how that has now set an expectation of speed with executives and the business. He also dives into the importance of data fluency, offers his predictions on artificial intelligence and machine learning in FP&A, and warns about potential FP&A burnout as we move from the pandemic to annual planning cycles. 

Here are a few highlights from our conversation. Or, you can listen to the full episode here:

Unpredictability Requires Speed

Bryan’s role at AFP gives him a unique view into the needs and concerns of FP&A professionals. As 2020 progressed and the demands on FP&A kept increasing, Bryan says he saw teams stuck in cycles of constant forecasting and re-forecasting, and it didn’t end until late summer. Burnout was a concern, but FP&A rose to the challenge. That stellar performance, however, set the bar pretty high.

“There was a real burnout factor by the beginning of summer,” Brian said. “The workload was always immense and the stress around it was high. Now, people are back in the throes of planning cycles. And what we’re seeing is that the expectation for forecast cycles for next year is going to remain at the elevated level. The pressure and the pace are not gonna decrease.”

That accelerated pace does offer benefits. Faster forecasts and re-forecasts lead to better, faster decisions that can “increase the velocity of the business,” as Bryan puts it. But it’s going to be a challenge to keep up that pace. Many teams are looking to newer tools and technologies, and to build tighter bonds with the rest of the business so information flows with less friction. But that data has to flow both ways, and Finance needs it as much as the business does. According to Bryan, “Finance is moving out of this zone of just financial data.” 

The bigger picture, Bryan said, is giving FP&A more than just a financial point of view. So now, instead of expecting a single forecast, for example, the business expects multiple forecasts from multiple perspectives. Instead of one budget, there will be many. Now couple that with the need for speed and FP&A just can’t be expected to do it without help. 

“You’re going to need the technology and the tools that will get you through your decision cycle faster and support you in a different way,” said Bryan. “You have to have your data in place. You have to have your systems in place that will allow you to make the decisions faster, to re-forecast faster. (You) need to be closer to the business, to get that information that only the business has, because they’re the ones who are closest to the market.”

Promote Data Fluency Across the Business

Every FP&A conversation eventually comes back to data. You don’t need more of it, of course, but you need access to the right data from across the business. And, you need to be smarter about it so FP&A knows which questions to ask. 

“We do not suffer from a lack of information,” said Bryan. “Because the information is out there in so many different forms, it’s actually more important to ask the right question than it is to have the answer. Because asking the right question is going to help you navigate through this sea of data, figure out what you need, and then figure out the answer.”

The challenge for FP&A is that they need to know both the financial and business questions to ask. You have to be bilingual, Bryan said, so you can speak business and speak finance. But, unfortunately, that’s not all. 

“You have to be maybe even more statistically oriented than you’ve been in the past, which makes talking to the business a lot harder,” Bryan said. “How often does the business come back to Finance and say, ‘Just give me the number’? Well, it’s not just one number. The number is based on a certain set of assumptions and we have high belief in some assumptions and less in others. There is no single answer.” 

So FP&A has to know the financials, know the business, know statistics, know which questions to ask, and then they share all that knowledge. It’s what Bryan calls data fluency. 

“Data fluency is the ability for individuals in a company to produce and consume data with minimal friction,” explained Bryan. “You need to have people who think data first. At your senior levels, that means decisions are made based on data. You need to have controls and processes in place for when it gets created, how it moves, who owns certain calculations.”

Upping your company’s data fluency can have some amazing benefits, especially for the individuals in FP&A who become the internal experts. But it does require some special skills. And, as Bryan puts it, “Some of this work is really, dramatically, not sexy.”

Where Machine Learning Gets Real

As Bryan continued to explain the need for deeper knowledge in data, finance, statistics, the business, and more, it’s clear that FP&A needs a helping hand. Or at least an assistant. But that’s where technology comes in, and Bryan sees machine learning as the first element of artificial intelligence that is already being put to practical use in FP&A. 

“Machine learning is very understandable, it’s very real,” said Bryan. “And there are certain things that it can do better than you can.” 

One reason for machine learning’s impact is the quickly fading benefits of simply relying on past results to predict future performance. “In this world of fast changing, fast pace, black swan events every few years, you have to really wonder how much the future is going to look like the past,” added Brian.

With machine learning being applied across FP&A, it’s giving professionals more time to focus on areas where they’ll make the most impact. Some of that time and effort, however, has to be focused back on yourself, Brian added. AFP has many resources to help, of course, but it’s up to you to learn the statistics, the business, and these new technologies to position yourself as a more valuable, future-proof member of the team. 

“We need to be flexible, we need to be growing all the time because the technology is changing and because of that, the processes that we’re going through are changing,” said Bryan. “Being ready for the future means that we’re going to be different in the future. So, get your education, get your continuing learning, get contacts with other people who can help push you and keep you learning because we are not finished products. We are always improving.”

Subscribe to Being Planful

There was much more to our conversation, but you’ll need to listen to this episode to get all of Bryan’s valuable insights. And, I’d really recommend you check out all of the fantastic resources available at AFP.

This podcast series explores the benefits of adopting a “Planful” mindset by inviting your FP&A peers, analysts, industry experts, and more, to share their experiences and insights. Podcasting also lets us stay socially-distant while giving you a more flexible way to learn about Continuous Planning, whether it’s watching it on your phone, listening during your morning run, or tuning-in whenever it’s convenient.

Subscribe to Being Planful on your podcast platform of choice (Apple Podcasts, Google Podcasts, Stitcher, or Spotify), or just search for “Planful” wherever you listen. I’ll be releasing new episodes often, so be sure to subscribe. And, if you have any comments, questions, or think you’d make a great guest, send me an email at beingplanful@planful.com

Click here to listen to Bryan’s episode.

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Planful Recognized with a 2020 Stratus Award for Cloud Computing

Planful Recognized with a 2020 Stratus Award for Cloud Computing

As they say in Hollywood, it’s an honor just to be nominated. We’re even more honored to have won.

We’re incredibly excited that the Business Intelligence Group recognized Planful with a 2020 Stratus Award for Cloud Computing. The annual Stratus Awards recognizes companies and individuals innovating in the Cloud and providing offerings that are truly differentiated in the market. Other current and past winners include IBM, Informatica, McAfee, NetApp, Red Hat, and others, and we’re proud to be recognized alongside such great companies. 

If you’re unfamiliar, the Business Intelligence Group was founded with the mission of recognizing true talent and superior performance in the business world. Unlike other industry and business award programs, business executives—those with experience and knowledge—judge the programs. The organization’s proprietary and unique scoring system selectively measures performance across multiple business domains and then rewards those companies whose achievements stand above those of their peers.

“Planful is at the forefront of the cloud helping to drive practical innovations in the cloud,” said Maria Jimenez, Chief Nominations Officer of Business Intelligence Group, in a statement. “The cloud is now part of the fabric of our personal and professional lives and we are thrilled that our volunteer judges were able to help promote all of these innovative services, organizations, and executives.”

The Business Intelligence Group launched the first crowd-sourced industry awards programs to recognize authentic talent and superior performances in the business world. Unlike other awards programs, the Business Intelligence Group’s programs invite real business people with experience and knowledge to volunteer as judges. The organization’s proprietary and unique scoring system selectively measures performance across multiple business domains and rewards companies whose achievements stand above those of their peers.

This award adds to the great recognition Planful has attained over the past few months. 

  • We were named to the Constellation Research ShortList for Cloud-Based Planning Platforms for the eighth consecutive year.
  • We earned an “excellent” score of 4.55/5 from BPM Partners in their Vendor Landscape Matrix.
  • We received an Industry Excellence Award from Dresner Advisory Services, and we’ve been a “leader” in both customer experience and vendor credibility categories in Wisdom of Crowds for five consecutive years.
  • Gartner named us a “Visionary” in their 2020 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions.
  • And, Nucleus Research ranked us a “leader” on their Value Matrix for the seventh consecutive year.

And the most important recognition comes from our customers. We achieve consistently high customer satisfaction scores, we’re #13 on G2 Crowd’s Best Products for Finance 2020 list based on customer reviews, and customers have given us a score of 4.6/5.0 on Gartner Peer Insights

Thank you for the support, it means a lot to us.

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Being Planful: Helpful FP&A Resources

Being Planful: Helpful FP&A Resources

We started this Being Planful series to provide a weekly overview of how CFOs and FP&A teams were navigating through the COVID-19 pandemic and the related economic turmoil. The pandemic seems far from over, but as it (hopefully) begins to wane, there’s no doubt its impact will be felt for years to come. However, most businesses are finding a path forward, which becomes even more tangible as you navigate 2021 planning. 

What’s clear is that uncertainty is the only sure thing, and that makes your job in FP&A more difficult than ever. And while CFOs are putting more resources into digital transformation, filling talent gaps, and working more closely with the business, it’s changing what we’re collectively talking about. To keep you current, we’ll continue to provide these insights into how Finance and FP&A leaders are moving forward. There may be fewer pandemic-related topics here, but we’ll always try to roundup the latest thinking to help you stay informed.

Here are a few topics we’ve recently found helpful, and we hope you do, too.

Digital Transformation

CFO Dive: Data analytics, RPA top list of 2021 digital priorities, survey finds

Gartner surveyed CFOs and found there’s mixed confidence in meeting digital transformation goals. The pandemic forced many to reassess their digital capabilities, which most found lacking. Now they’re looking to accelerate investments that can create rapid returns. But, the survey also reflects the pressure CFOs are under to show digital transformation results. “(F)or the first time, all five top CFO priorities concern getting tech right.”

Deloitte / WSJ: What’s on Your Transformation Risk Checklist?

Analysts say more than 70% of digital transformations fail to live up to expectations. But there are many easy-to-spot risks that, if considered, can significantly increase your odds of success. These range from the obvious, like leadership commitment and resistance to change, to the unpredictable, like a black swan event. But simply working through potential risks leaves you better prepared to react to even unforeseen challenges. “Finance leaders should also consider what new types of risks might emerge, what risks could threaten the transformation even after it has been completed, and how those risks can be mitigated with appropriate investment.”

The Workforce

CFO: What CFOs Can Do About Diversity

Diverse companies do better financially than less diverse companies, yet diversity remains an issue. With Finance taking on an outsized corporate role, CFOs have a responsibility to help influence a company’s culture of diversity and inclusion. They can start within Finance, and then use their financial levers to incorporate diversity objectives into broader corporate goals. “As diversity becomes a more significant performance metric for individual leaders and organizations, particularly public companies, the CFO is in a unique position to lead in this area.”

CFO: Remote-Work Policies Still in Development: Survey

A recent survey found just over half of companies expect their workers to stay remote through Q1 of 2021. But 60% have yet to create formal policies covering remote or alternative work arrangements. That opens FP&A up to challenges as worker locations can impact taxes, employees see uneven home office benefits, or facilities teams hedge on potential workplace cost savings. And, as top talent starts to demand more workplace flexibility, they’ll also want it in writing. “(B)usinesses that don’t figure out things like what extra benefits to offer remote workers and how to pay and manage those workers will fall behind in the quest for talent.”

Continuous Planning

CFO Dive: CFOs prioritize future-readiness; are wary of investing, survey finds

Another new survey finds that CFOs remain wary about the future, which is holding them back on making investments. Most respondents remain focused on liquidity, the risks of remote work, and adapting their businesses to a post-pandemic world. But most agree that “future-proofing” is critical. “To deal with long-term concerns, more than 50% of CFOs see speed, agility, and digital enablement as key characteristics of future-ready organizations.”

Forbes: Three Narratives Driving CFO Priorities In The Covid-19 Era And Beyond

The pandemic put FP&A into a constant mode of forecast, reforecast, and repeat, all at warp speed. The business and the c-suite relied on a steady stream of updated financial information, but FP&A delivered, so now that speed is expected. What’s also expected is increased financial analysis, insights, and expertise, and FP&A has to evolve to keep pace. Digital transformation is helping, but CFOs also need to understand their talent needs in a post-pandemic world. “(I)nternal demand for data and insights, digital capabilities, and new approaches to human capital and resourcing will dominate the CFO agenda in the coming year.”

CFOs

CFO Dive: How can CFOs become the deputy CEO?

The CEO and CFO are uniquely positioned to see across the entire company. But while the CFO typically leans in on financials, it’s a good idea to broaden that perspective by partnering with other departments, specifically Sales. Getting customer insights will help inform the overall corporate strategy, but it also gives the CFO a better understanding of how investments, from R&D to digital transformation, can turn into eventual revenue. “Think out of the box, make the CEO say, ‘Wow, I’ve got a team player here who does his job, and has a strategic mindset to help grow the business, and he’s got a team below him that’ll help him scale.”

Nasdaq: CFO of the Future: Leading from the Front

Nearly half of CFOs see their role as the “architect of a more agile and resilient organization.” They’re taking the deputy CEO role seriously, and taking more responsibility for creating business value by quickly giving the business the accurate information they need. But they also need an FP&A that is more agile, more analytical, and can put the proper controls in place to limit risk exposure. It’s combining to elevate the CFO’s focus well above just the financials. “Surprisingly, despite the cost challenges that organizations are facing, CFOs rate supporting their businesses to reduce operational costs the lowest among key focus areas.”

Stay Tuned for More Useful FP&A Content

Check back for these occasional resource roundups with links to timely, helpful, and thought-provoking content for FP&A and CFOs. If you have comments, questions, or suggestions, please engage with us on Twitter, LinkedIn, and Facebook.

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Continuous Planning for Business Advantage: Rob Kugel of Ventana Research on the Being Planful Podcast

Continuous Planning for Business Advantage: Rob Kugel of Ventana Research on the Being Planful Podcast

On the Being Planful podcast, I was recently joined by Robert D. Kugel, SVP & Research Director of Office of Finance and Business Research at Ventana Research. Rob has over three decades of experience and expertise in finance and related business processes, and a favorite topic of his is integrated business planning. In fact, Rob coined that term more than a decade ago to describe technologies that enable rapid planning cycles, break down siloed planning and budgeting, and support high levels of collaboration. 

In this episode, Rob explained how FP&A has been forced into rapid planning cycles by the chaos of the pandemic, but many still struggle to be effective because their underlying processes can’t keep up. Rob also talked about how remote work has actually benefited FP&A cycles, and how the nirvana of Continuous Planning has to start from the top.

Here are a few highlights from our conversation.

Agility is Key, But It Requires Data

It’s hard to start any conversation these days without mentioning the challenges we’ve all faced this past year. Most FP&A teams found out very quickly how much they needed, and potentially lacked, agility and speed. When the pandemic first started to take hold, every planning and budgeting cycle had to be accelerated. Many companies, however, just couldn’t keep up.

Rob pointed out that few FP&A teams had the ability to speed up their processes, deliver rapid responses to the business, and quickly revise their what-if scenarios. The constant uncertainty during 2020 made scenario planning both necessary and difficult. One contributor to the stress, Rob said, is the inherently siloed planning processes many companies have. Another is the lack of data. 

“Companies find it challenging to do that kind of scenario planning because the data they need to come up with quantitative answers to these kinds of what-if questions, they just don’t have,” said Rob. 

Research that Rob has done at Ventana shows that just 12% of companies actually have access to all the data they need to create the necessary what-if scenarios. The majority, 58%, say they have little or no ability to measure what-if trade-offs because they lack the data to do so. 

“What a lot of companies do, it’s only adequate under steady-state conditions,” added Rob. “And when I say adequate, it’ll do, but it isn’t by any means ideal. I really do hope there’s a change in expectations, especially at the senior levels.”

Uncertainty and Change Are Here to Stay

The pandemic was a so-called black swan event because it was unexpected and its severity was extreme. But even before 2020, businesses were seeing massive change happening quickly. Technology drove most of that, but shifts in policy, culture, international relationships, and other areas have been happening more often and creating more ripples in the business world. The pandemic added to those shifts, but the expectation is that those types of fast and unforeseen changes will continue. 

“It’s not just black swan events,” said Rob. “We’re going to go through any number of different scenarios a year from now, two, three years from now, and they’re all going to have the potential to have a pretty significant impact.”

That means FP&A will need to run what-if scenarios at a higher frequency to help the business stay informed, be better prepared, and make better decisions. 

Remote work was another drastic shift caused by the pandemic, but which also altered our expectations of work, FP&A included. Here at Planful, we saw a drastic increase in the usage of our Continuous Planning, Workforce Planning, and other products as the pandemic forced teams to not only run more models and what-ifs, but do so remotely. Rob pointed to the benefits of integrated business planning in supporting remote FP&A and increasingly rapid planning cycles. 

“The planning process is just going to run a lot more smoothly and a lot more seamlessly because the technology is there to support that kind of a dispersed and distributed planning process,” said Rob.

Continuous Planning Can Unify Your Organization

I like to say that planning is a team sport. It’s inherently cross-functional, and it only performs well when FP&A can work together with every corner of the business. Rob’s views on integrated business planning echo that team-based mindset. But, he adds that there’s a need for individuality out in the business to plan how they want to plan, yet also a need to see each others’ plans to make sure they all work together. 

“Integrated business planning breaks down the silos and unifies the planning process cross-functionally, where you plan just the way you want to plan as a business unit,” explained Rob. “But, the information from other plans is also there to inform what you’re planning. To do that, of course, you need to have it all on a single platform.”

It all comes down to communication and collaboration. “It’s a dialogue,” said Rob. Successful planning requires constant communication between everyone involved, and when uncertainty increases, that communication has to increase and become more accurate. Again, that’s why the data needs to be unified and accessible by FP&A and every corner of the business. 

There was a lot more to our conversation, from accountability to business continuity to change management, but you’ll need to listen to the podcast to get all of Rob’s valuable insights.

Subscribe to Being Planful

To hear more of Rob’s insights, listen to episode #5 of Being Planful

This podcast series explores the benefits of adopting a “Planful” mindset by inviting your FP&A peers, analysts, industry experts, and more, to share their experiences and insights. Podcasting also lets us stay socially-distant while giving you a more flexible way to learn about Continuous Planning, whether it’s watching it on your phone, listening during your morning run, or tuning-in whenever it’s convenient.
If you’d like to subscribe, click on your podcast platform of choice (Apple Podcasts, Google Podcasts, Stitcher, or Spotify), or just search for “Planful” wherever you listen. I’ll be releasing new episodes often, so be sure to subscribe. And, if you have any comments, questions, or think you’d make a great guest, send me an email at beingplanful@planful.com.

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Fall20 Gives You More of What You Need Most

Fall20 Gives You More of What You Need Most

Over the past year, Planful has released an incredible number of enhancements to our existing products and new features and capabilities across our entire suite of solutions. But 2020 is not yet over, and we’re excited to announce our Fall20 product updates. But first, a little recap. 

Winter20 launched our elegant new user interface and continued our innovations in Continuous Planning. We also pioneered Dynamic Collaboration in that release, being the first to empower FP&A with interactive commentary across plans, reports, and more to provide more insight and context into how and why business decisions are made. Spring20 expanded Dynamic Collaboration with threaded conversations and comments manager. Summer20 included improvements to Workforce Planning — especially critical as the pandemic made this function critical for so many companies — and added more power to Dynamic Collaboration and Dynamic Planning.

Fall20 continues these themes as they reach across FP&A and out into all corners of the business. In this update, we’ve added new and advanced Workforce Planning features, enhanced Dynamic Planning, and made even more collaboration and usability improvements, especially to our best-in-class reporting capabilities. Let’s dive into each of these areas for more detail. 

Workforce Planning When You Need It Most

This past year has been full of surprises for both your people and your HR team. Compounding the challenges of remote work are talent shortages, continued uncertainty, and a reliance on siloed technologies and manual processes. But progressive HR teams are taking a collaborative, people-first approach that uses data and insights to their advantage. They’re also partnering with FP&A and the business to turn what’s typically an organization’s biggest expense — the workforce — into a resilient and nimble strength.

Fall20 builds upon the Workforce Planning advancements made over our past several quarterly updates. It empowers HR to proactively and quickly adapt as the business or market changes, it brings more collaboration features so HR can work with every corner of the business to make smarter workforce plans and decisions, and it enables a tighter focus on delivering business results while strategically preparing for the future. 

Dynamic Planning for Every Corner of the Business

Another trend in 2020 was the obvious need for every organization to move faster. FP&A team’s need for agility, responsiveness, and real-time access to data were critical to business survival. But that spread across the business, since each team needed to plan, model, and forecast again and again as things changed. Our Dynamic Planning investments and innovations throughout the year helped our customers quickly recover from the initial impact of the pandemic. 

Fall20 advances Dynamic Planning to let business users across the organization plan the way they work by more easily integrating any of their business data into their Dynamic Planning operational models. Sales doesn’t plan the same way Marketing does, which doesn’t plan the same way Operations does. Everyone uses different datasets from unique tech stacks in their planning activities. Fall20 ensures both FP&A and business users can get the data they need into their planning models and forecasts quickly, reliably, and consistently.

You’ll see more from us as Dynamic Planning is used in different areas of the business, so stay tuned.

More and Better Reporting for Everyone 

We’ve always believed that usability is critical to our customers’ success. If they love using our solutions, they’ll use them more often, take advantage of more of the power, and move faster on their Continuous Planning journey. 

Fall20 doubles down on usability, especially in Dynamic Collaboration. We’ve expanded the areas where users can engage in threaded conversations, tag people in comments to alert them to changes or assign tasks, and much more. It really opens up a new frontier for FP&A and the business to collaborate, provide more clarity into the stories behind the numbers, and use those discussions to make better, more informed decisions. 

Another area where Fall20 makes big advancements is in reporting. Fall20 makes it all easier, and adds more reporting and dashboard options so everyone gets the experience they want. For Dashboards specifically, Fall20 also adds more flexibility in how you access your data with a smoother, higher resolution mobile experience so you can get the insights you need no matter where you are. 

Everything Helps, Especially Now

Fall20 shows our commitment to continuous improvement, continuous innovation, and, of course, Continuous Planning. It also helps FP&A elevate the financial IQ of every corner of the business. 

Every Planful customer received access to Fall20 automatically on November 27. There’s nothing you need to do. 

We know most of you are smack dab in the middle of 2021 planning season. That’s always a busy time, but this year is unlike any other. Fall20 lets you trim cycle times, ease data capture, work faster and more collaboratively across the business, and even generate better reports for more teams in exactly the formats they desire. And, during a pandemic planning season, we know that every little bit helps. 

We’re grateful for your continued support and suggestions, and we can’t wait for you to see what we have coming in the weeks and months ahead. There’s more for FP&A, more for the business, and more for everyone. But for now, enjoy Fall20! 

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