Lisa Minneci, Author at Revelwood Knowledge Center – Page 2 of 6
Lisa Minneci, Author at Revelwood Knowledge Center – Page 2 of 6

CFOs in companies of all sizes are assessing how, when and where they should automate their finance functions and processes. One of our partners, Adaptive Insights, recently surveyed 160 CFOs across the globe for its most recent CFO Indicator Report, Full Steam Ahead: Finance on Board with Automation. Among other things, the survey found that 40% of them consider the biggest driver behind automation is the demand for faster, higher quality insights from executives and operational stakeholders. The report explains … Read More


This summer, Revelwood kicked off a new internship program. While we’ve had interns in the past, this year we kicked off a new intern program modeled after that of one of our vendor-partners in a different industry. The Lead Development Rep (LDR) program is a business development and sales internship program. Our LDR internship kicked off with a week-long intensive boot camp that included workshops with various members of the Revelwood team and concluded with each intern presenting their findings … Read More


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


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