Få kontroll med ett CFO Dashboard - Lär dig mer om hur IBM Cognos lösning kan hjälpa ekonomichefen och den centrala ekonomifunktionen att få ökad insyn och kontroll inom Financial Management, Performance Management och Risk Management. Genom ett CFO Dashboard kan du länka ihop relevanta nyckeltal till kritiska transaktions- och beslutsstödsprocesser. Denna presentation hölls på IBM Cognos Performance 2010 av Jenny Hellström-Boman, FPM Specialist, IBM

1. Ökad kontroll genom ett CFO Dashboard
Jenny Hellström, IBM Business Analytics,IBM
16 September 2010
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2. Uncertainty – The New Normal
Velocity and Volatility
“Over 60% of Finance executives believe
that when the recovery takes hold, the
heightened uncertainty in the business
will remain”
CFO Magazine/Duke University Business
Outlook, September 2009
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3. The role of the CFO’s is changing
I Norden var det 90% - Norden rules!
Elevated Role of Finance
Role of Finance in Driving Decisions Across the Enterprise
Enterprise cost reduction management 45% 44%
Selection of key performance indicators 47% 41%
Capital asset management 34% 50%
Risk management 41% 42%
Prioritization of resource
allocation 53% 26%
Strategic revenue planning 54% 24%
Business model innovation/ reshaping 59% 19%
Advisor (e.g., analysis and insight)
Information management strategy 39% 33% Decision Maker (e.g., create a plan)
Over 70% of CFOs believe they have an
advisory or decision making role on the
Enterprise agenda.
Source: 2010 IBM Global CFO study
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4. …Improve effectiveness on the enterprise agenda
Importance
Effectiveness
CFO Agenda: Importance vs. Effectiveness
RANK GAP
Developing your people in the 35%
Finance organization
Executing continuous Finance 28%
Core process improvements
Finance Strengthening compliance programs
16%
and internal controls
Driving Finance function
cost reduction 9%
Driving integration of information
across the enterprise 34%
1 Providing inputs into
1 enterprise strategy 28%
Enterprise Supporting / managing /
26%
Focused mitigating enterprise risk
2 Measuring / monitoring
2 business performance 23%
3
3 Driving enterprise cost reduction 21%
0% 20% 40% 60% 80% 100%
Source: 2010 IBM Global CFO study
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5. Financial efficiency Challenges
- due to issues related to automation and standards
Nearly 40% of enterprises
produce financial metrics
manually Finance continues to
spend nearly 50% of time
on transactional activities
Over 35% lack a common
reporting platform
Over 25% lack the
necessary common data
definitions and processes
Source: 2010 IBM Global CFO study
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6. Business Insights Challenges
- due to issues related to automation and standards
Nearly 50% lack
a common
planning platform 55% not satisfied with
their operational planning
and forecasting
analytical capability
Over 50% manually
producing operational
metrics 44% are poor to
average at anticipating
external forces
Source: 2010 IBM Global CFO study
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7. 4 Finance profiles
High
1
2 32% 23%
Finance
Efficiency
3
4
Low 33% 12%
Low High
Business Insight
5 6 7
Source: 2010 IBM Global CFO study
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8. What to do to raise the Financial eff?
Process Ownership Common Ledger and Accounting Alt models for transactional activitites
Enterprises
with Finance 50%
Enterprises
with Finance 77%
Enterprises
with Finance 98% efficiency 27%
efficiency efficiency higher
All other
49% 100%
All other
enterprises
35% 120% enterprises
higher
All other
enterprises
45%
higher
Corporate
Standard data Standard Chart philosophy of Standard
definitions of Accounts information processes
standards
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9. What to do to raise the business insights?
Timely financial and operational metrics Establishing standards for non-financial data
Finance Finance
organizations organizations
with strong 73% with strong 61% Finance
business business organizations with
53%
Financial insight Operational insight 42%
strong business
28% Metrics
insight
Metrics more more
51%
All other more
All other 43%
57% enterprises
enterprises
All other enterprises 35%
Operational
Finance Common
planning and
talent planning
forecasting
development platform
capability
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10. Provide a CFO dashboard with an enterprise
focus
Jenny Hellström
CFO Dashboard
Anticipate & Shape
Eller... IBM Cognos CFO dashboard
General
Planning & Risk
Accounting &
Performance Management
Financial
Management
Management
Trusted Information
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11. General Accounting & Financial Management
CFO Dashboard
Account & Control • Automate production of key
financial metrics
• Dynamic reporting
• Ad-hoc Analysis
• Business self-service
Accounts
Receivables
& Payables Asset
Analysis
Product &
Balance
Sales
Sheet &
Analysis
General
Ledger
Customer
Payment
History
Days Sales
Overdue
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12. Planning & Performance Management
CFO Dashboard
Visibility & Control • Incorporate KPIs from revenue,
expense, workforce, capital and
operational plans and forecasts
Best +3%
• Integrate what-if scenario planning
Revenue Base +0% • Evaluate performance gaps
Worst -7%
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13. Risk Management
CFO Dashboard
Assess & Respond • Define and monitor Key Risk
Indicators (KRIs)
• Model and incorporate risk
events, effects and risk-
mitigating initiatives
• Reflect into strategic and
operational plans
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14. Where to create the CFO-dashboard?
New unified workspace:
Self service dashboard assembly
Interact & analyze
Share & collaborate
Search assisted authoring
Data exploration & ability to “do more”
Benefits
Faster time to better decisions
Powerful analysis and in-place data exploration
Better utilization of existing BI assets
Business User self service
Reduces IT bottlenecks
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17. Tack för er tid!
Jenny Hellström, IBM FPM Specialist
Jenny.hellstrom@se.ibm.com
070-793 29 49
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