The strategy gap: why traditional planning and reporting processes may lead to failure in implementing strategy

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Key CPM processes and their interaction•Best practices that streamline the planning and reporting processes—and help communicate the strategy

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The technologies that support CPM•Designing the CPM system: translating strategy into a business model•Controlling implementations: keys to managing a project effectively•

Covering

• Make sure you have a long-term CPM vision into which your current and short-term portfolio of finance, IT, and operational initiatives fit• Decide where CPM “lives” in your organization: Finance, IT, Operations or a cross-functional center of excellence

• Revenue growth• Cost management• Systems rationalization• Cash cycle velocity• Fixed-asset utilization• Visibility and accountability

• Determine and document the business case for CPM, including:

Strategic

• Connect financial and operational models and scenarios into your planning processes• Provide financial, operational, and predictive analytics to your business analysts and managers

• Connect CPM to your management system, and look at CPM processes to create competitive advantage

• Integrate your IT roadmap with CPM• Inventory your CPM processes and align them with your roadmap

Operational

• Rationalize systems and standardize where appropriate• Upgrade to functionality that gives you business benefit

• Leverage your technology investments

• Expose data quality issues• Implement the CPM umbrella on-top of your transactional systems and data warehouses

• Leverage your data assets

• Implement a robust data governance policy and methodology

Tactical

CPMMonday, March 11, 2013 2:50 PM

Notes Page 1