CFO Solutions: Tackling Unique Business Challenges With Dynamic Planning | Cash Collins & Joe Martins

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This is a podcast episode titled, CFO Solutions: Tackling Unique Business Challenges With Dynamic Planning | Cash Collins & Joe Martins. The summary for this episode is: <p>Dynamic planning combines financial and business data to catalyze more accurate planning and better decision-making. But every business is different, which makes solution flexibility and integrations even more critical. Join Cash Collins and Joe Martins from Planful partner CFO Solutions as they explore the expanding possibilities of dynamic planning. They’ll dig into use cases solved during Planful implementations, show how customers pull in additional data sources to enhance analysis and planning, and explain how external source model functionality can enhance your planning. The team will also look at Planful’s dynamic planning and reporting capabilities for revenue, capex, and cash forecasting.</p>

Key Takeaways

Crawl, walk, run methodology

01:48 MIN

Reimagining Breakback and leveraging out-of-box functionality

01:31 MIN

Elevating external source models and exploring dynamic planning functionality

01:25 MIN

Q&A

00:06 MIN

DESCRIPTION

Dynamic planning combines financial and business data to catalyze more accurate planning and better decision-making. But every business is different, which makes solution flexibility and integrations even more critical. Join Cash Collins and Joe Martins from Planful partner CFO Solutions as they explore the expanding possibilities of dynamic planning. They’ll dig into use cases solved during Planful implementations, show how customers pull in additional data sources to enhance analysis and planning, and explain how external source model functionality can enhance your planning. The team will also look at Planful’s dynamic planning and reporting capabilities for revenue, capex, and cash forecasting.

Today's Guests

Joe Martins

|Senior Consultant at CFO Solutions

Joe Martins is a Senior Consultant at CFO Solutions, where he brings over a decade of experience in financial planning & analysis, data analytics, and business intelligence. His unique focus on business partnering and technical expertise, including with Planful planning solutions, provides CFO Solutions’ clients with impactful results that maximize the value finance teams provide to their organizations.

Cash Collins

|Solution Architect at CFO Solutions

Cash Collins is a Solution Architect at CFO Solutions, where, in addition to gaining membership in the Planful Champions Club, he has spent 6+ years implementing Planful. In his role, Cash specializes in understanding clients’ business processes and requirements to maximize the value gained from the Planful solution. Prior to CFO Solutions, Cash began his consulting career at IBM where he focused on financial systems implementations.