Division Managers, Accounting and Sales Managers sync their current data into the FP&A team workbooks each period to automate the transfer of larges sets of data.
The FP&A team analyzes the provided data, and results are linked from their workbook into the Strategic Plan documents and presentations. Data is always up-to-date and accurate.
FP&A team members collaborate to edit and finalize the Strategic Plan with a complete audit trail capturing every change.
Review and Comment
The Strategic Plan is sent to the CFO or Director of Finance for digital review and commenting.
The Strategic Plan is distributed to the Executive team in a digital binder, providing access to the plan via desktop or mobile device.