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Discrete Manufacturing (ERP)
Discrete Manufacturing (ERP)
The simplified definition of enterprise resource planning (ERP) software is a set of applications that automate finance and human resources departments and help manufacturers handle jobs such as or...
 

 financial planning case studies


Managing Your Supply Chain Using Microsoft Axapta: A Book Excerpt Part Four: Guidelines and Case Studies
The lack of effective game plans is typically cited as a leading cause of poor system implementation. The following guidelines provide suggestions for improving

financial planning case studies  to graphs and charts—for financial and operational metrics. For example, the set of sales forecast data provides the basis for planned sales while shipment history defines actual sales. Business analytics can also highlight key performance indicators about operational metrics, such as on-time shipping percentages, production performance, and vendor performance. Case Studies Case #25: S&OP Simulations . The All-and-Anything company required simulations to assess the impact of changing demands and

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Financial Packages RFI/RFP Template

General Ledger, Accounts Payable, Fixed Assets, Cost Accounting, Cash Management, Budgeting, Accounts Receivable, Financial Reporting, Project Accounting, Product Technology Get this template

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Discrete Manufacturing (ERP)
Discrete Manufacturing (ERP)
The simplified definition of enterprise resource planning (ERP) software is a set of applications that automate finance and human resources departments and help manufacturers handle jobs such as or...

Documents related to » financial planning case studies

The Case for Integrated Processes


Most chief executive officers (CEOs) have developed strategies that push their companies to achieve certain goals. So why are so many companies failing to achieve these goals? Because their twenty-first century vision is being held back by twentieth century processes and IT systems. The missing ingredient: information. And the key to facilitating the flow of information lies in integrated processes.

financial planning case studies  Integrated Evaluation | Integrated Financial Model | Integrated Flow Solutions | Integrated Framework | Integrated Industry | Integrated Information System | Integrated Information Technology | Integrated Inventory | Integrated Knowledge | Integrated Knowledge Management | Integrated Learning | Integrated Logistics | Integrated Management Software | Integrated Managment | Integrated Manufacturing Assembly | Integrated Manufacturing Process | Integrated Manufacturing Software | Integrated Manufacturing Read More

Successful Sales and Operations Planning in Five Steps


A sales and operations planning (S&OP) meeting is a critical decision-making activity that sets the overall direction for the company. Executives discuss trade-offs between customer service, inventory investments, production capabilities, supply availability, and distribution concerns, in order to balance generating profit with satisfying operational goals. Learn the five essential steps for successful S&OP planning.

financial planning case studies  the demand, supply and financial teams makes this an informed decision as opposed to a 'shooting from the hip' decision. Between meetings, department heads and managers carry out instructions, and keep a close eye on current activities and events in order to detect any deviation from what was outlined in the plan and bring that information to the attention of the appropriate individuals as quickly as possible. Corrective actions can bring the situation back in line or, if that isn't possible, the plan Read More

Contributing to the Rejuvenation of Legacy Systems in the Enterprise Resource Planning Field


With its focus on service-oriented architecture, SSA Global appears to be sticking to its pledge to protect the user's investment as much as it can, while still modernizing the users' applications.

financial planning case studies  on the area of financial and regulatory compliance; SSA Global's compliance framework appears throughout multiple product areas, including functionality in the SSA BPM , SSA CPM , and ERP product lines. Within the SSA BPM suite, the SSA Workflow capability (with the embedded iFlow technology from Fujitsu ) helps companies establish preventative controls to ensure that predefined business processes and business rules are strictly adhered to. In addition, the SSA Event Management capability helps companies Read More

Improving Intercompany Reconciliation for a Faster Close: Driving Financial Excellence


Are you moving beyond the need to comply with legislation like the Sarbanes-Oxley Act (SOX), to focus instead on driving sustainability and control in your processes? Do you have an initiative to support the fast close—or does your ability to complete your accounting cycles and close your books need a boost? Learn about technology and a methodology that can help you deal with the intercompany reconciliation challenge.

financial planning case studies  a Faster Close: Driving Financial Excellence : Intercompany Reconciliation | IC | Reconcile Intercompany Transactions | Intercompany Reconciliation Rules | Intercompany Reconciliation Template | Use Intercompany Reconciliation | Customize an Intercompany Reconciliation | Intercompany Reconciliation Process | Intercompany Reconciliation to Make Sure | Intercompany System | Intercompany Reconciliation Reports | Intercompany Reconciliations Performance Management | Intercompany Reconciliation Continues | Read More

How to Select a Sales and Operations Planning (S&OP) System


Mature sales and operations planning (S&OP) is more than a sales forecasting or tactical planning tool. S&OP is a decision-making mechanism for aligning strategic plans with sales, operational, and financial plans. Download this TEC executive brief for pointers on selecting an S&OP system, information about how mature S&OP processes can help tackle critical business issues, and key S&OP system capabilities to look for.

financial planning case studies  with sales, operational, and financial plans. Download this TEC executive brief for pointers on selecting an S&OP system, information about how mature S&OP processes can help tackle critical business issues, and key S&OP system capabilities to look for. Read More

Align Financial Processes and Systems for Better Business Value and Compliance


Financial business process professionals need to coordinate financial process life cycle activities in order to enhance the value of information within the business, and drive better execution of compliance measures. But too often, automation and integration gaps discourage their efforts. Download this report to learn how to integrate and automate these activities, and improve your ability to make strategic and tactical decisions.

financial planning case studies  Financial Processes and Systems for Better Business Value and Compliance Financial business process professionals need to coordinate financial process life cycle activities in order to enhance the value of information within the business, and drive better execution of compliance measures. But too often, automation and integration gaps discourage their efforts. Download this report to learn how to integrate and automate these activities, and improve your ability to make strategic and tactical Read More

10 Key Steps to Effective HR Succession Planning


Two forces are driving organizations to consider succession planning as a component of overall strategy: the aging workforce and a shortfall in labor skills. Both factors will only become more pressing as time goes on. That’s why succession planning requires a long-term strategic commitment rather than a short-term (and sometimes panic-driven) effort to fill vacancies as they occur.

financial planning case studies  fill does translate into financial terms. Productivity is lost, and so are opportunities, when vacancies exist in today's right sized corporate settings. What Common Mistakes Are Made in Establishing Succession Planning, and How Can They Be Avoided? Many mistakes are commonly made in establishing succession planning programs. They are worth enumerating. It is also worthwhile to describe some ways to avoid these common mistakes. Mistake #1: Assuming that Success at One Level Will Guarantee Success at Read More

How to Do Capacity Planning


In a perfect world, system administrators prepare in advance in order to avoid performance bottlenecks, using capacity planning tools to predict how servers should be configured to adequately handle future workloads. The goal of capacity planning is to provide satisfactory service levels to users in a cost-effective manner. This paper describes the fundamental steps for performing capacity planning.

financial planning case studies  to Do Capacity Planning In a perfect world, system administrators prepare in advance in order to avoid performance bottlenecks, using capacity planning tools to predict how servers should be configured to adequately handle future workloads. The goal of capacity planning is to provide satisfactory service levels to users in a cost-effective manner. This paper describes the fundamental steps for performing capacity planning. Read More

Financial Forecasting and Planning Summit, London UK, June 2-3, 2011


Financial Forecasting and Planning Summit, London UK, June 2-3, 2011. If you're interested in learning about the latest innovations in financial pl...

financial planning case studies  the latest innovations in financial planning and business forecasting from some of world's leading experts, the Financial Forecasting and Planning Summit is for you! At this two-day summit of forward-thinking business and financial leaders, you'll learn how to: engage senior leadership around financial forecasts and reviews use the financial forecast as a vehicle to drive accountability for results optimize the role of financial forecasting and planning in your company integrate budget, financial Read More

Managing Financial Performance: Closing the Gap Between Strategy and Execution


In Managing Financial Performance: Closing the Gap Between Strategy and Execution, learn how a unified, closed-loop performance management system...

financial planning case studies  Financial Performance: Closing the Gap Between Strategy and Execution Managing Financial Performance: Closing the Gap Between Strategy and Execution Virtually all businesses produce plans and budgets—and then measure company progress against objectives. But high-performing companies go a step further by employing an enterprise performance management (EPM) solution to measure, manage, and monitor performance. In Managing Financial Performance: Closing the Gap Between Strategy and Execution , Read More

Demand-driven Planning in Manufacturing


Cover-time planning (CTP) is a "pull" system, but with the intent of planning and not merely waiting for the execution time to act.

financial planning case studies  driven Planning in Manufacturing Push versus Pull In traditional manufacturing, the time and cost of changeover to produce different products is high, as are the costs of inventory, planning, and expediting. Thus, goods are pushed through production at levels determined by often inaccurate scheduling and forecasting tools common in material resource planning (MRP II) and enterprise resource planning (ERP) systems. These levels often exceed demand, resulting in building excess finished inventory, Read More

Acumatica Financial Management Suite


The Acumatica Financial Suite includes a core set of applications that almost every organization uses, including general ledger, cash management, accounts receivable, accounts payable, tax management, and other functionality. Acumatica financials are designed for companies with complex requirements, but are easy to use in smaller organizations. The modules in the Financial Suite are integrated with each other and also with the other Acumatica suites.    

financial planning case studies  Financial Management Suite The Acumatica Financial Suite includes a core set of applications that almost every organization uses, including general ledger, cash management, accounts receivable, accounts payable, tax management, and other functionality. Acumatica financials are designed for companies with complex requirements, but are easy to use in smaller organizations. The modules in the Financial Suite are integrated with each other and also with the other Acumatica suites. Read More

GMS Accounting and Financial Management System


The GMS Accounting and Financial Management/Reporting System integrates all accounting activity into an entity-wide system. The GMS Accounting system is not sold as separate modules, but rather as a package containing all the necessary functions to run your not-for-profit on a daily basis. Our underlying system design is entity-wide, providing you an integrated accounting system that performs all accounting activities. Systems are available in a 1–2 user version, a 3–4 user version, and a 5-or-more user version, either in Access or SQL Server applications. GMS has add-on software that can be purchased in addition to the basic package, including accounts receivable (AR), purchase orders (POs), direct deposit, fixed assets, and report writer. GMS also has a myriad of additional supplements to enhance your reporting features and that fit specific applications within your agency. GMS is designed to handle activity accounting. It is not a fund accounting system, but a grant and contract accounting system created and written specifically to account for grants, contracts, and activities. Key features include compliance with Financial Accounting Standards Board (FASB) 116 and 117 (requirements that all not-for-profit organizations follow); accounting, reporting, and budget monitoring for multiple grants and contracts, even if they have differing funding periods; multiple ways to handle important cost allocation issues for common costs, general and administrative costs, indirect costs, fringe benefits, leave costs, and various specialized cost pools; and a variety of ways to comply with all major Office of Management and Budget (OMB) Circulars. Our clients are exclusively not-for-profit and public organizations. They range in size from two to more than 1,000 employees.      

financial planning case studies  Accounting and Financial Management System The GMS Accounting and Financial Management/Reporting System integrates all accounting activity into an entity-wide system. The GMS Accounting system is not sold as separate modules, but rather as a package containing all the necessary functions to run your not-for-profit on a daily basis. Our underlying system design is entity-wide, providing you an integrated accounting system that performs all accounting activities. Systems are available in a 1–2 user Read More