Lisa Minneci, Author at Revelwood Knowledge Center
Lisa Minneci, Author at Revelwood Knowledge Center

Microsoft Excel is the tool CFOs and finance professionals love to hate. The problem is often a result of trying to use Excel  for complex financial planning and analysis. Excel is simply the wrong tool for that job. In fact, a BARC survey found that specialized planning solutions offer users the following over Excel: 57% improved integration of planning with reporting and analysis 57% increased transparency of planning 53% better quality of planning results 51% more precise/detailed planning 43% increased … Read More


Nucleus Research’s “CPM Technology Value Matrix 2017” named IBM a leader in Corporate Performance Management (CPM) solutions and found that “recent changes to its CPM products focus both on personal functionality and usability, empowering a greater diversity of individual users with more tools.”   Based on its assessment of 17 vendors offering CPM products, the research firm determined that there are two types of CPM products: “those that are tightly integrated with Excel and those that try to reimagine CPM … Read More


The old school annual budgeting and planning process is just that – old school. Today’s forward-thinking FP&A executives, managers, and analysts instead are embracing continuous planning and rolling forecasting. Rolling forecasting is the process of simulating profit and loss for a company on a rolling basis. Many FP&A executives who’ve led their company’s transition from the inefficient annual budgeting process to one of continuous planning and rolling forecasting will tell you it was one of the bst decisions they’ve made … Read More


“The most critical capability of the CMO is to have a profound, deep understanding of customers and their needs and know how to engage and serve them.  This of course involves knowledge of data and analytics. – Jamie Moldafsky, CMO, Wells Fargo, in “Redefining the CMO,” Deloitte Review, issue 22. According to a recent study by the CMO Council and Deloitte, “CMOs have been increasingly asked to elevate their activities from brand and marketing plan management to acting as an … Read More


Until recently, customer analytics was a challenging proposition for many companies. They could opt for large enterprise systems, with the accompanying price tag and timeline, or “black box” systems that delivered some answers to pressing questions, but not enough to provide meaningful insight. That’s why we developed BULLSEYE. BULLSEYE™ fits in that space by providing enterprise-class customer analytics, but in the cloud through a subscription-based model making it easy to implement, use and own. BULLSEYE is built on and leverages … Read More


Revelwood’s recent survey of TM1 users uncovered when and why many organizations are planning to migrate from IBM Cognos TM1 to IBM Planning Analytics. The survey, which was conducted in Q4 2017, found that more than one quarter of respondents who are migrating to IBM Planning Analytics are planning on doing so this quarter. Slightly less than 10% of respondents plan to migrate sometime between 3-9 months. Only 13% of all respondents are not migrating to Planning Analytics at all. … Read More


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