FP&A Transformation: Old School to Activity-Based Budgeting & Rolling Forecasts

Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals

FP&A Transformation: Old

School to Activity-Based

Budgeting & Rolling Forecasts

• Identify key components of the gap in what your

company’s FP&A function is today and what it needs to

be for your company

• Build the value proposition for upgrading the FP&

function at your company and understand how to get

buy-in across departments at your company

• Fortify or establish the foundation of an FP&A framework

that supports business agility for your company

After attending this event you will be able to:

Learning Objectives

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Welcome to Proformative

Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals

FP&A Transformation: Old School to Activity-

Based Budgeting & Rolling ForecastsHolger Mueller, Vice President and Principal Analyst,

Constellation Research

• The Importance of Acceleration

• The Shift

• Holger 3

• Shelter’s Challenges

• Transformational Journey

• Q&A

Discussion Agenda

About Holger Mueller, VP &

Principal Analyst at Constellation

Prior to joining Constellation Research, Mueller was

VP of Products for NorthgateArinso, a KKR company.

There, he led the transformation of products to the

cloud and laid the foundation for new Business

Process as a Service (BPaaS) capabilities.

Mueller was also Chief Application Architect with SAP,

working on strategic projects and next-generation

product capabilities.

Prior to that Mueller was VP of Products for FICO,

creating the foundation for the current Enterprise

Decision Management Suite.

In addition, he worked for Oracle in various management

functions both on the application development (CRM, Fusion)

side and business development side.

7

52% of the Fortune 500

firms since 2000 are gone

Acceleration measured

1957 2003 2013

75

25

10Average age

of a company joining the S&P 500

• Product companies give

away product for service

revenues.

• Service based businesses

sell experiences at varying

price points and service

levels.

• Experience based

businesses selling

business models

• Business model

companies sell peace of

mind.

The Business Model Shift is Here

We Live in Exciting Times…

1950 2014 20502020

Fundamental Shift in Computing

Constraint Based

Computing

Demand Based

Computing

Thank you for your interest in this presentation.

View the on-demand webinar or download the full

presentation at:

www.Proformative.com

FP&A Transformation: Old School to Activity-

Based Budgeting & Rolling Forecasts