Many planning professionals, whether in finance or line-of-business roles, have a love/hate relationship with their spreadsheets. They love the flexibility and the familiarity of a tool that’s been around for decades. But when they try to use spreadsheets for large-scale planning and performance management, multiple issues arise. Errors creep in when data is keyed in or numbers are cut and pasted from one cell to another. Version control is a nightmare. And when users want to include more participants in the process—a well-established best practice in planning—the process can become cumbersome and unwieldy.
Join ActionKPI and IBM as we demonstrate how spreadsheets can be used for complex, large-scale planning environments by leveraging its capabilities within IBM Planning Analytics for Microsoft Excel.
Lance Tylor CPA, CMA President – ActionKPI
Lance Tylor is the Modern Finance Professional. Lance’s passion for business strategy has fueled his quest to look for a more efficient and effective way forward. The answers lay within combining the world’s best technology, and analytic engines into the CPA/CMA skill set. The result was a Modern Approach to Financial Performance Management, Integrated Planning, and ultimately the creation of his firm ActionKPI. Together with IBM, ActionKPI helps to educate and inform enterprises on how to eliminate silos, create integrated plans, and allocate more effort and time to the performance of their business, ultimately bringing even greater value.
Jim Collins Strategy Executive – IBM
Jim is a Financial Performance Strategy Executive for North America at IBM. He works closely with the Sales and Solutions delivery teams to ensure that IBM’s Business Analytics solutions are best aligned to address enterprise or industry-specific business issues and challenges, as expressed by the Finance and Management Executives at IBM’s clients. Jim has over 40 years of Financial Management experience including holding the positions of CFO and Controller. Jim has been in the seats of IBM’s customers and prospects and adds valuable insight to best practices and successful processes to aid in the design and implementation/integration of IBM solutions.