Resources

Alternative to Traditional Budgeting - Mini Masterclass with Dr. Steve Morlidge

Alternative to Traditional Budgeting - Mini Masterclass with Dr. Steve Morlidge

Discover Alternatives to Traditional Budgeting with independent expert Dr. Steve Morlidge.

Starting with an introduction to business forecasts and budgeting, we'll look at some of the problems these can raise in your business.

Finally we'll finish by taking a look at some of the alternative approaches that you could use including Better Budgeting, Zero Based Budgeting, Rolling Forecasts and Beyond Budgeting.

Mastering Models - Rolling Forecasts Mini Masterclass with Dr. Steve Morlidge

Transform an Annual Burden into a Year-Round Success Driver, discover how Rolling Forecasts can drive growth in your business.

Simply complete the form to watch the Mini-Masterclass presented by Steve Morlidge, a management thinker and speaker. He has over 20 years of practical experience as finance professional and a PhD from Hull Business School.

Recorded Demo: Rolling Forecasts

Transform an Annual Burden into a Year-Round Success Driver, discover how Rolling Forecasts can drive growth in your business.

Simply complete the form to watch the Demo of Rolling Forecasts in prevero.

Accurate forecasts are essential if finance teams are going to instil confidence across the business for investment and spending decisions. Traditional annual forecasts, however, can become outdated before they are even approved.

Profitability Analysis: A Legal Firms Implementation of prevero

Discover how this legal firm have transformed their finance function with a prevero solution to analyze profitability of projects and staff in order to drive growth in the business.

Find out more: http://www.prevero.com/en/solutions/profitability-analysis.html

Rolling Forecasts

Rolling Forecasts

A study by the Aberdeen Group shows that three-quarters of top-performing finance teams are now continuously updating their financial forecasts.

That’s because ‘rolling forecasts’ better reflect current business realities and, as a result, provide a much more accurate picture of likely financial outcomes in any given period.

This is crucial if CFOs are going to instil confidence across the business for investment or spending decisions.

Traditional annual budgets can be out-of-date before they are even approved. With rolling forecasts, finance teams can see the pressures impacting financial targets in time to make course corrections or even adjust targets where warranted.

Download the factsheet now to discover how Rolling Forecasts can help you deliver business success...

Panel Discussion: "How will machine learning and predictive analytics impact FP&A?" - Part 1

Presented by Lauysa Melnychuk, Managing director of FP&A Trends Group.

Panel list

Tanbir Jasimuddin, Finance Project Manager, Bond Dickinson
Matthias Thurner, CTO prevero
Anthony Saxby, Team lead cloud, Microsoft

Gain a better understanding of what Machine learning and predictive analytics are and what it can do for your business.

prevero London City Tour May 2017

Catch up on the highlights of our Event from May 2017 when we met to discuss the implementation of prevero with our customers and prospects, as well as hosting a panel discussion on 'How will Machine Learning and Predictive Analytics impact FP&A?'.

Panel Discussion: "How will machine learning and predictive analytics impact FP&A?" - Part 2

Presented by Lauysa Melnychuk, Managing director of FP&A Trends Group.

Panel list

Tanbir Jasimuddin, Finance Project Manager, Bond Dickinson
Matthias Thurner, CTO prevero
Anthony Saxby, Team lead cloud, Microsoft

Gain a better understanding of what Machine learning and predictive analytics are and what it can do for your business.

How Hotels & More have Improved Margins and Driven Growth

Discover how Hotels & More have transformed their finance function with an integrated financial planning solution to improve margins and drive growth in the business.

Profitability Analysis: How does analysing profitability affect your business?

Profitability Analysis: How does analysing profitability affect your business?

Protecting your bottom line means monitoring, measuring, and managing costs. But in a time of new business models and increased competition, that’s no longer enough. Understanding the business at a detailed level is more important than ever.

If today’s finance teams are going to make informed decisions they need better tools to determine direct, indirect, and activity costs. They also need a clear view of profitability at the department, product and customer levels.

prevero SaaS: The Flexible, Reliable and Highly Scalable Cloud Solution

prevero SaaS: The Flexible, Reliable and Highly Scalable Cloud Solution

All companies have their own specific requirements. Our goal is to ensure that you benefit from all advantages of our Performance Management solution in a way best suited to your needs.

Apart from running our software on local servers, you can access the platform via the cloud. Due to our partnership with Microsoft Azure, you can rely on the most comprehensive set of compliance offerings on the market.

prevero 10: The Integrated Solution for Planning, Analysis, Forecasting and Reporting

prevero 10: The Integrated Solution for Planning, Analysis, Forecasting and Reporting

prevero 10 provides companies with an integrated approach to business planning, analysis, reporting, forecasting, performance management and controlling.

The software supports the sustainable improvement of decision and controlling processes in companies of all sizes and from all industry sectors

Best Practice for Rolling Forecasts - The London FP&A Circle

Larysa Melnychuk hosted the latest meeting of the London FP&A Club in June 2017, to discuss Best Practice in Rolling Forecasts with a cross-section of FP&A professionals.

Download the presentation to catch up on the latest industry trends and understand how others have implemented rolling forecasts successfully.

The Presentation included:

  • 7 Factors for Successful Implementation
  • The 3 Stages of Rolling Forecast Maturity
  • Conclusions & Recommendations 

Mastering Time - Rolling Forecasts Mini Masterclass with Dr. Steve Morlidge

Transform an Annual Burden into a Year-Round Success Driver, discover how Rolling Forecasts can drive growth in your business.

Simply complete the form to watch the Mini-Masterclass presented by Steve Morlidge, a management thinker and speaker. He has over 20 years of practical experience as finance professional and a PhD from Hull Business School.

BARC The BI Survey 17

BARC The BI Survey 17

prevero takes top scores once again in the BARC The BI Survey 17.

Alexander Springer, CEO and co-founder of prevero: "This is the fourth time in a row that we have participated in the BARC BI Survey, and we are very proud of the result again. Our customers have given us top marks again, which inspires us to achieve even more. We are especially pleased with our performance in Flexibility for Users, Business Benefits and Self-Service; this tells us that we have managed to ensure the greatest possible freedom for the user ".

BARC The Planning Survey 17

BARC The Planning Survey 17

prevero, a unit4 company and software provider for Business Intelligence (BI) and Corporate Performance Management (CPM) solutions, has once again performed well in the recent worldwide BARC The Planning Survey 17.

A total of 1,687 users participated in the world's largest survey among users of planning software, which involved the detailed assessment of 18 different planning tools.

prevero achieved a total of 13 top positions, including Planning, Flexibility, Self-Service, Integrated Planning and User Experience in the peer groups DACH-focused Vendors, Performance management Specialists and Flexible planning solutions.

The Planning Survey 17 is based on findings from a survey conducted by BARC from November 2016 to February 2017. 1,687 respondents from organizations worldwide answered detailed questions about their selection and use of planning software. The survey results compare 18 different planning, budgeting and forecasting products across 22 criteria including business benefits achieved, project success, business value and planning functionality. For more information, visit www.bi-survey.com.

prevero UK Corporate Brochure

prevero UK Corporate Brochure

Accurate, integrated business reporting software for superior planning, budgeting and forecasting.

prevero, a Unit4 company, provides Corporate Performance Management (CPM) and Business Intelligence (BI) solutions for planning, budgeting, forecasting, data analysis, dashboarding and reporting. At organisations large, small, and in-between, we help finance teams improve decision-making and control.

prevero solutions cover financial and operational planning, project planning, HR planning, strategy planning, risk planning and financial consolidation. We also support the sector-specific requirements of the energy, manufacturing, finance, airport, telecommunications, and automotive industries.

BARC Score 2017

BARC Score 2017

BARC recognise prevero as Market Leader in Integrated Planning and Business Intelligence DACH. 

The market for Planning and Business Intelligence (BI) products in the DACH Region is highly competitive. Besides a few international generalists offering their Planning and BI portfolios worldwide, there are many local specialists challenging the big vendors.

This report analyzes the strengths and challenges of all the leading vendors as well as many smaller vendors that often have less visibility.

Controllers as Business Partners

Controllers as Business Partners

Moving on from their role as 'Masters of Numbers', senior finance roles should strive to develop into Advisors and Business Partners, who pursue complex and linked management tasks together with the management team to promote a result-oriented management approach.

To be able to fulfill their role as operational advisors, controllers will need to reorganize their work schedules, the effort spent on collecting and processing data needs to be reduced, and more time spent on the evaluation, analysis and preparation of data gained from Business Intelligence systems.

How can Data and Reporting be Standardised from SAP?

How can Data and Reporting be Standardised from SAP?

One of the major challenges in reporting is dealing with unstructured data from different source systems. Many companies cannot use their data efficiently, as it is stored in a source system such as SAP and can't be accessed on an ad-hoc basis.

To solve this challenge an interface such as prevero DirectTouch can be used to extract, transform and load data from SAP, providing users with simplified data access and guaranteed consistency.

Not only can you standardise your data via this method but with prevero Standard Reporting you can now standardise your visualizations and reports as well. Download our Factsheet to find out more.

The Analytical Maturity Model & Results from our Global Survey

Hans Gobin, a Senior Finance Professional from FP&A Trends with experience from multinationals including BT, PepsiCo, Sainsburys & Tesco joined us at our Finance Leaders Networking Breakfast in London. He presented the Analytical Maturity Model and discussed the results of the recent Global Survey of FP&A Professionals with our audience. Download the presentation now to discover: How to define the Basic, Intermediate and Leading stages of Analytical Maturity How to identify where your organization sits in the Model and your next steps The challenges facing FP&A professionals worldwide How these challenges can be addressed and resolved

Value Based Drivers for Forecasting

Tanbir Jasimuddin from Enterprise Analytics presented on Value based Drivers for Forecasting at our recent Finance Leaders Networking Breakfast in London. A specialist in aligning business strategy with financial performance, Tanbir has spent 5 years working for major consultancy organisations including the big 4. Download the presentation now to discover: Why is Value Driver based Forecasting important? How can Value Drivers be identified and defined? Where can you use Value Drivers? What common challenges do FP&A professionals face in Planning, Budgeting and Forecasting processes?

Tips & Tricks for a Financial Planning & Analysis Project

Mihir Patel and Ryan Loucks of Rinedata shared their Tips & Tricks for a Financial Planning & Analysis Project at our recent Finance Leaders Networking Breakfast in London. Download the presentation now to discover: Who should be involved in your Project Team and at what stage? How should you approach Requirement Gathering and identify Value Drivers? How to work through a business challenge to reach a successful outcome How to understand the impact of new processes on the business How to create a comprehensive and reliable Project Plan

Global FP&A Survey Results 2016

Global FP&A Survey Results 2016

For organisations to survive let alone grow, it's imperative that FP&A departments take advantage of the latest developments in business analytics. We asked more than 260 users about the adoption of analytics in their organisation and the impact it was having.

Today, more than ever, FP&A staff are aware of the importance of understanding their organisation's business model and its predictability. They also realise that because of the development of analytic technologies which are available to the whole market, they dare not pause in their quest to increase efficiency and forecast accuracy.

But just how mature is the current use of analytics - and how do you compare?

BARC's THE BI Survey 16

BARC's THE BI Survey 16

Download the headline results for prevero from BARC’s THE BI Survey 16 now.

Choosing the right Business Intelligence solution is critical to the success of today’s data-driven businesses.

That’s why having access to the world’s largest survey of BI software users is so useful. The new BARC The BI Survey 16 is based on findings from some 2,611 global users who have collectively deployed over 30 different BI product solutions.

To find out more, download the headline results for prevero from BARC’s The BI Survey 16, and find out why more than 4,000 international organisations already use prevero to power their CPM and BI activities.

Recorded Demo: Sales Planning - Is your sales planning accurate and agile?

Can you adjust your forecast and overall sales plan in real-time to take advantage of new opportunities? Do you know which product and regions are most profitable? What combination of sales channel is best? Is your territory, quota and compensation planning a challenge? And do you have the correct information feeding into your financial statement?

We’ll be talking about how the powerful workflows in our sales planning tool can help you manage these challenges to provide a dynamic, collaborative, integrated and accurate planning environment.

Recorded Demo: HR Planning - Are you in control of your people costs?

Do you truly know what your people costs are? How much is recruitment costing you? Have you got standardised HR performance reporting? Are you having to manage and analyse large volumes of data on a monthly, weekly; or even a daily basis? Can you run employee surveys? Do you know what your employee turnover rate is? And how much is this costing your business?

We’ll be talking about how we can enable you to keep your staffing costs tightly aligned with demand using real-time planning with multi-dimensional analysis and reporting. We'll additionally be covering how you can manage, manipulate and incorporate large volumes of data from multiple sources into your planning.

Recorded Demo: Project Management - Are you in control of your costs?

Are you pursuing the right corporate projects? Are you handling these projects correctly? Can you use the same structures for your project related calculations of margin contribution and cost centres as you do for your business planning? And can you monitor your SCRUM project management processes? 

We’ll be talking about how you can have a transparent and comprehensive view of the status and budget of your projects. Plus, we’ll be covering how you can have shorter processing of projects, more efficient processes, seamless integration with existing systems and a lower TCO. All of which will contribute to more accurate and strategic financial decision making.

Is your Office of the CFO ready for Brexit innovation?

Is your Office of the CFO ready for Brexit innovation?

Brexit is set to bring profound changes to UK businesses of all sizes. Unfortunately – other than limited Government advice that ‘Brexit means Brexit’ - no one yet has any real understanding of what’s actually going to happen. Given this lack of clarity, how businesses prepare and adapt will be critical.

The Office of the CFO needs to decide quickly whether it’s going to be an Innovator or an Inhibitor in the process.

prevero 360: One Stop Shop Performance Management & Self-Service BI

prevero 360: One Stop Shop Performance Management & Self-Service BI

Companies often use solutions from different providers for P&L, financial and balance sheet planning, as well as reporting, ad hoc analyses and business management.

The prevero 360 platform offers a comprehensive CPM (Corporate Performance Management) environment with a set of well-founded business applications for all areas of strategic and operative business management.

Web-based Solution for the Consolidation of Actual and Management Figures

Web-based Solution for the Consolidation of Actual and Management Figures

During consolidation, the connection of different ERP systems as well as other factors such as distance, different languages and varying accounting rules pose a potential risk for the speed and quality of financial statements.

prevero Consolidation enables you to provide accurate figures in a reasonable period of time and gives you more time for analyses and strategic measures. prevero Consolidation offers a fast and secure way to consolidate figures from various group subsidiaries. To increase quality and speed up the process, local data can be validated and uploaded automatically via an accounting/ERP interface.

Web-based Solution for the Consolidation of Actual and Management Figures

Web-based Solution for the Consolidation of Actual and Management Figures

During consolidation, the connection of different ERP systems as well as other factors such as distance, different languages and varying accounting rules pose a potential risk for the speed and quality of financial statements.

prevero Consolidation enables you to provide accurate figures in a reasonable period of time and gives you more time for analyses and strategic measures. prevero Consolidation offers a fast and secure way to consolidate figures from various group subsidiaries. To increase quality and speed up the process, local data can be validated and uploaded automatically via an accounting/ERP interface.

prevero Controlling for Education and Research Institutions

prevero Controlling for Education and Research Institutions

prevero Controlling for Education and Research Institutions enables you to represent all areas of your company in a modular, simple way with the help of an integrated business intelligence platform.

prevero Controlling for Education and Research Institutions is part of prevero‘s comprehensive 360° solution platform. It is suitable for companies of all sizes and was developed in cooperation with experts from the field of education and research. All modules can either be implemented in combination or separately and completely independent from each other. In addition to installing the software in your company, it can be obtained quickly and easily via internet as Software as a Service.

prevero Grant Accounting and Management

prevero Grant Accounting and Management

Educational institutions and research-intensive companies must be able to account for the subsidies they receive accurately and reliably. prevero Grant Accounting and Management enables users to manage their grant projects and accounting in a largely automatic, computer-assisted way. In this way, the extensive examination of different settlement rules is reduced to a minimum.

prevero Grant Accounting and Management, which is a part of prevero‘s comprehensive 360° platform, provides users with an individual, flexible software solution for the comprehensive management of grant projects. The software is suitable for companies of all sizes and was developed in cooperation with experts from the field of education and research. In addition to having the software installed on-site, it can be obtained quickly and easily via internet as Software as a Service.

prevero MemoLytics: The in-memory database

prevero MemoLytics: The in-memory database

In addition to functions and a comprehensible user interface, performance is a vital aspect of business management and corporate performance management solutions.

Making use of the in-memory concept, prevero MemoLytics loads all relevant data of an application into the main memory. As a result, the data processing speed is increased by several orders of magnitude compared to a disk storage system.

prevero MobileClient: Managing your data on the go

prevero MobileClient: Managing your data on the go

The prevero MobileClient enables users to access current company data anywhere and anytime via tablets or smartphones. Users can carry out interactive analyses and model dashboards directly on their mobile device.

The prevero MobileClient, which is part of prevero‘s comprehensive 360° platform, is a convenient and user-friendly application offering intuitive handling and attractive visual representation of analyses and reports. prevero data can be accessed live via Wi-Fi or cellular network. Soon it will also be possible to edit data via mobile devices.

Dynamic connection of Microsoft Office products for reporting

Dynamic connection of Microsoft Office products for reporting

During reporting, all relevant information must be taken into account. prevero OfficeIntegration (consisting of three add-ins for Microsoft Excel, Word and PowerPoint) enables users to access prevero data directly from the Microsoft Office applications. Using the Excel add-in, data can even be written back to prevero.

Users can work with prevero data directly in the Microsoft Office products and make full use of the programs‘ benefits without having to store data redundantly. It only takes a few clicks to create reports and automatically fill them with current values, texts and charts. From then on, data can be updated at the push of a button.

Coming Soon: professional planner 8.2

Coming Soon: professional planner 8.2

Read our factsheet to learn more about prevero professional planner.

Get the latest news and updates on prevero professional planner at a glance:

What new content is covered by the application?
Which functions are now available?
What’s planned for the new release?

prevero Group: Products & Solutions for Corporate Performance Management

prevero Group: Products & Solutions for Corporate Performance Management

prevero provides business intelligence solutions for business planning, analysis, reporting and controlling. With its portfolio, prevero supports the sustainable improvement of decision and controlling processes in companies of all sizes and from all industry sectors.

The prevero 360 platform offers a comprehensive CPM (Corporate Performance Management) environment with a set of well-founded business applications for all areas of strategic and operative business management. Performance management with prevero 360° helps controllers and managers make an intelligent connection between strategic planning and operative business processes and gives them a 360 degree view on their company. As the modules do not require any programming, it is easy to create analyses, reports, charts and models for particular sectors or specialist fields.

prevero ReCon: Web-based solution for the reconciliation of intercompany transactions

prevero ReCon: Web-based solution for the reconciliation of intercompany transactions

Does your group have a growing number of entities, different currencies and intercompany transactions?

Then it is probably more difficult to achieve a fast close and to keep optimal control over the audit process. prevero ReCon enables you to replace the centralized process with a decentralised, collaborative process: The individual entities get more responsibility, and, as a result, performance is improved.