eBooks

Plan to Win: Achieving business agility in the age of urgency

Not just another eBook.
Learn how leaders make better decisions, faster.

Join leaders from nonprofits, manufacturing, insurance, SaaS, higher education, and other sectors who have leveraged active planning to make better decisions faster. Active planning is continuous, comprehensive, and collaborative.

Continuous
  • Anticipates market changes in real-time using data-driven metrics and insights that matter.
  • Responds quickly to fluctuations in customer buying patterns, regulations, supply chain, product development and more.
Comprehensive
  • Creates data-driven, real-time insights and builds the framework for great decision making from all corners of your organisation.
  • Enables data insights that inform just-in-time course corrections and adjustments that impact all levels of your business.
Collaborative
  • Generates buy-in across stakeholder groups and creates ownership outside of finance to help everybody plan.
  • Supports access to reports, forecasts, and budgets across all business units and organisational functions.

5 Steps to Getting Your Business on Board with Rolling Forecasts

Learn how to set your course right with rolling forecasts. Dramatically reduce the time your business spends laboring over the annual plan or budget, so that your assumptions are current and in line with actual market conditions.

We’ll guide you through some of the most important best practices as well as advise you on steps to making rolling forecasts a success in your organization.

In this eBook we’ll discuss:

  • Using spreadsheets vs. a dedicated application for implementing your rolling forecast
  • Sifting through the details to identify drivers of your models
  • Saving time and improving decision making with what-if scenarios
  • Determining the right time horizon for your organization’s forecast

5 CFO Tips for Better Board Reporting

For CFOs, few duties are more critical than presenting to the board of directors. Yet at many companies, the board reporting process becomes a quarterly scramble of chasing down data and patching together a last-minute PowerPoint deck.

This e-Book offers a better path to stronger reports, more streamlined presentations, and secrets to telling the compelling story behind the numbers.

Among the key things you’ll learn:

  • Why it’s essential to think like a board member
  • The importance of creating pre-read materials
  • How adding context can be a game changer
  • Ways to find more time to craft a strong narrative

Your Top Four Reporting Challenges (and How to Overcome Them, Once and for All)

Why is it so hard to create timely, accurate, consolidated, and easy-to-digest reports—reports that combine financial and non-financial data to help leaders across the organization spot trends early?

This eBook looks at four common financial reporting challenges and what you can do to solve them.

  • Verifying data accuracy
  • Wrestling data from multiple systems
  • Lack of collaboration
  • Data interpretation

Whitepapers

Practical Steps for Business Agility

It’s time to rethink agility

Agility is the clarion call for companies that need to stay ahead of the competition and respond quickly (and strategically) to challenges and opportunities in a volatile economic environment.

Agility is your call to action.

In Practical Steps for Business Agility, learn how companies are leveraging agility to:

  • Develop robust KPIs and set targets that capture and contextualize company objectives
  • Course-correct strategically when presented with challenges and opportunities
  • Build a culture of collaboration that puts insights and analytics into the hands of decision-makers
  • Enable on-the-ground strategic decision-making based on insight, not instinct

Get to know the real value of your data with Power BI

Do you know what Power BI can do for your business? Let us give you some insights.

Since the exponential amounts of data started to become a challenge for businesses, new technologies began to appear to solve it. One of them is Power BI, a business analytics and data visualization platform able to collect, gather, analyze and visualize data easier than ever.

By accessing the white paper, you’ll find answers to the following:

  • What is Power BI?
  • What are the benefits of using Power BI?
  • How does it work?
  • What types of reports can be generated by Power BI?
  • Can I integrate it with other apps?
  • Is it fully secured for my business?
  • How much does it cost?

These and a lot more can be found in the white paper. Access it for more details.

The team of SEREVISO delivered the first of 3 phases for our Global Business Services Organization dashboard tool. The tool is built on top of a Microsoft (SQL Server and Power BI) platform. Sereviso used their knowledge and experience to implement a standard “out of the box” package (for SAP ERP and SAP BW sources), together with their Rapid Deployment Methodology, meant that the project was quick to deliver value to the stakeholders, literally in a few months.

The team of SEREVISO delivered the first of 3 phases for our Global Business Services Organization dashboard tool. The tool is built on top of a Microsoft (SQL Server and Power BI) platform. Sereviso used their knowledge and experience to implement a standard “out of the box” package (for SAP ERP and SAP BW sources), together with their Rapid Deployment Methodology, meant that the project was quick to deliver value to the stakeholders, literally in a few months.

"The team of SEREVISO delivered the first of 3 phases for our Global Business Services Organization dashboard tool. The tool is built on top of a Microsoft (SQL Server and Power BI) platform. Sereviso used their knowledge and experience to implement a standard “out of the box” package (for SAP ERP and SAP BW sources), together with their Rapid Deployment Methodology, meant that the project was quick to deliver value to the stakeholders, literally in a few months."

Yves Dispas
Global Business Services Organization, Lonza Group AG

"The team of SEREVISO deployed a group-wide Business Intelligence system for Nobel Biocare. They provided high-quality business consultants as well as a sound team of on and offshore technical developers. The project lasted 12 months and when finished, through interfaces between Salesforce / TM1 / Cognos Controller, significantly increased our reporting capabilities and reduced our internal reporting workload.  The group was able to move to a fully automated reporting and dashboard platform based on SAP BW and BO."

"The team of SEREVISO deployed a group-wide Business Intelligence system for Nobel Biocare. They provided high-quality business consultants as well as a sound team of on and offshore technical developers. The project lasted 12 months and when finished, through interfaces between Salesforce / TM1 / Cognos Controller, significantly increased our reporting capabilities and reduced our internal reporting workload.  The group was able to move to a fully automated reporting and dashboard platform based on SAP BW and BO."

"The team of SEREVISO deployed a group-wide Business Intelligence system for Nobel Biocare. They provided high-quality business consultants as well as a sound team of on and offshore technical developers. The project lasted 12 months and when finished, through interfaces between Salesforce / TM1 / Cognos Controller, significantly increased our reporting capabilities and reduced our internal reporting workload.  The group was able to move to a fully automated reporting and dashboard platform based on SAP BW and BO."

Melker Nilsson
COO, Nobel Biocare
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