Planful

Dynamic planning takes you into the world of flexible, data-driven business planning so you can make better, faster decisions. Renew Financial was able to take Planful Dynamic Planning to the next level by focusing it on vendors. In this session, we’ll explain how and why we did it, how we mapped data using vendor names, and more. We’ll also show how we created a vendor budget model in Dynamic Planning that pulls financial data in automatically while linking to existing structured planning data.

Alex Cvetkov

Strategic Finance, Renew Financial

Jonathan Li

Sr. Manager of Solutions, Whitley Penn

Sowmya Acharya

Director of Delivery, Whitley Penn

Dynamic planning lets you make better, faster decisions. Renew Financial took Planful Dynamic Planning to the next level by focusing it on vendors. 

Drilling Down to Vendor-Level Forecasting in Dynamic Planning With Renew Financial | Jonathan Li, Alex Cvetkov, Sowmya Acharya

How to create a vendor budget model in Dynamic Planning | Planful 

Planful Perform24 | Planful

Perform24 is the leading industry user conference for insights to drive peak financial performance.&nbsp;This year, we’re going beyond expectations to prove that financial excellence isn’t just on the shoulders of FP&amp;A. Every function — from Marketing to HR — has a crucial role to play.&nbsp;Explore 40+ hours of groundbreaking thought leadership, industry insights, and deep dives into the Planful platform. Plus, hear from Planful customers at organizations like Chosen Foods, Insigneo, OtterBox, and more to learn how they’ve optimized FP&amp;A processes with Planful.&nbsp;&nbsp;&nbsp;

Planful Perform24

This passage vividly illustrates the complexities of vendor level planning and offers a real-world scenario that many in the business and finance field can relate to.

Navigating the Complexities of Vendor Level Planning

This section encapsulates a pivotal moment in the podcast, highlighting the challenges and innovative solutions in vendor level planning, making it a compelling clip.

Going Beyond GL and Department-Level Planning to Align Operational Needs

This section highlights a transformative approach to handling vendor data and illustrates practical applications of a new model, making it engaging and informative.

Automated Vendor Data Parsing Enhances Reporting Accuracy

This excerpt provides a comprehensive view on the transformative impact of dynamic planning on efficiency and accessibility, which makes it a compelling narrative.

Drilling Down to Vendor-Level Forecasting in Dynamic Planning With Renew Financial | Jonathan Li, Alex Cvetkov, Sowmya Acharya

Today's Guest

Alex Cvetkov

Jonathan Li

Sowmya Acharya