Media Thumbnail
00:00
00:00
1x
  • 0.5
  • 1
  • 1.25
  • 1.5
  • 1.75
  • 2

Thinking Outside the Box: How We Moved To Rolling Forecasts and Doubled Finance Productivity | Shane Thomas

This is a podcast episode titled, Thinking Outside the Box: How We Moved To Rolling Forecasts and Doubled Finance Productivity | Shane Thomas. The summary for this episode is: <p>We were one of those finance teams that only created forecasts every six months at best. But then we got rolling with Planful to go beyond those expectations. Now, we’re running monthly rolling forecasts using Planful for dynamic, structured, workforce, and other financial and business planning processes. Attend my session to learn how we finally moved out of Excel for planning, doubled our finance team’s efficiency and productivity, and drove widespread Planful adoption (&gt;150 users!) across our organization.</p>
Our Challenges with Manual Processes
05:14 MIN
Unlocking Efficiency by Leveraging Data with Planful
05:19 MIN
Enhancing Financial Outlook and Stakeholder Engagement with Rolling Forecasts
02:43 MIN

Today's Guest

Guest Thumbnail

Shane Thomas

|Finance Transformation Manager, Otter Products LLC