Finance and planning professionals are some of the most frustrated people in business.
They struggle to achieve work-life balance, especially during the planning cycle.
Hence, one of my most rewarding experiences is seeing the relief after I have removed the source of that frustration.
For example…
One investment business had a painfully slow planning process that involved 12-weeks of collecting data, performing calculations, and reporting – all in spreadsheets.
And, even worse, the unreliable and error-prone system often required the process to be re-run!
When are your team’s frustration levels the highest?
In this business, management frustration levels were always highest during the planning process.
But now, after automation, the process completes in just five weeks and without errors.
The CFO is considered a hero!
How are the frustration levels during your planning process?
Are you bogged down in an error-prone process so that you have no time to apply your business acumen to the forecasts, models, and reports?
No time to think about the implications of the numbers, and so your team has a limited contribution to strategic discussion to drive better decision-making and growth?
The solution lies in automating business planning processes.
Enabling you to streamline information gathering, consolidate data from various sources, reduce manual effort, improve accuracy, and give your team more time at home with their loved ones, so they are more energized and effective next planning cycle.
If you would like to learn how you can automate your business planning processes and reduce your frustration, message me today.
Until next time… remember, ‘processes that frustrate, are opportunities to innovate and automate’.
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