

3 Ways the CFO of a not-for-profit can drive better financial management
The most successful NFPs are those that can leverage robust financial management to maximise impact. [eBook] Here are 3 key things that CFOs of NFPs need to consider.
Enterprise Performance Management (EPM), also referred to as Corporate Performance Management involves measuring, analysing and reporting the performance of an organisation. It includes processes of planning, budgeting, forecasting and reporting.
Organisations who practise strong Enterprise Performance Management reap the rewards of truly understanding their business, being able to pivot based on real-time insights, and remaining competitive to drive business success and longevity.
Enterprise Performance Management is not just reporting or what your business intelligence tool can give you. It is much more. The benefits of EPM include:
The most successful NFPs are those that can leverage robust financial management to maximise impact. [eBook] Here are 3 key things that CFOs of NFPs need to consider.
Not-for-profit organisation, RACGP, made the shift from a legacy budgeting tool to a cloud-based budgeting and planning solution to achieve their goals. Learn how in this case study.
Here are ways users can build and structure web reports in Workday Adaptive Planning. The main concepts covered are Rolling 12 month reports, Timespan reports, and Previous Month YTD reports.
Here are some of the commonly used shortcuts, tips and tricks to help simplify and enhance your experience using Workday Adaptive Planning.
What does financial management and strategic planning look like for not-for-profits? From deep experience working with not-for-profits we share the challenges they face and how these can be tackled.
Here we run through how to build a basic suite of graphics using the dashboard in Workday Adaptive Planning / Adaptive Insights. In this demo, we will create a dashboard to review revenue performance.
Planning, budgeting and forecasting is an important part of any business. When done poorly, they lose meaning as they becomes outdated and the organisation relies on outdated or incomplete data.
But when done well, it enables finance and the entire business to truly measure, track and deliver performance.
The benefits of strong planning, budgeting and forecasting include:
Here are the 9 most common pitfalls we have encountered with Excel models – and how they can be overcome with a budgeting and planning CPM software solution.
When deciding among the initiatives that are supposed to boost value, how can FP&A drive the right strategic choices for the company?
No department can do its job without the others. But somehow when it comes to numbers, it can feel like finance is stuck in a silo. How can you improve collaboration and drive accountability in the planning process?
QMetrix has worked with organisations across many industries to achieve their Enterprise Performance Management, and Financial Planning and Analysis goals.
Learn about the challenges, solutions and outcomes in these case studies of real businesses like yours.
“Workday Adaptive Planning has fundamentally changes the way we work. It provides a wealth of accurate information quickly. With it we can forecast, see pipeline, and manage our existing portfolio of loans.
The dashboards provide a brilliant overview of everything we need to know.” – Justin Smart, Chief Operation Officer, Trilogy Funds
From the CEO to the operations and marketing teams, everyone relies on key reports to understand how the business is performing and to make decisions on many levels.
Reports with poor data quality from disparate systems result in organisations that are bogged down by too much manual consolidation, poor business intelligence, and decisions based on outdated data.
That’s why implementing best practices in reporting are important. You want to have reports that provide timely, accurate insights in context that will help your business stay agile and able to respond to marketplace changes.
What are the benefits of good reporting?
Workday Adaptive Planning is a leading cloud-based Enterprise Performance Management system that enables organisations to conduct continuous planning, reporting and analysis.
It is rated as a top performer on sites like Gartner, TrustRadius and G2 Crowd based on its features and high customer satisfaction rating.
What are the benefits of Workday Adaptive Planning? With this Enterprise performance management system, your finance team can spend less time on manual data entry, consolidation and checking across spreadsheets.
Instead, they can focus on more analysis and value-adding work – because the system simplifies their work.
The wider organisation also benefits, with access to more reliable and timely data that provide a timely representation of the organisation, and drives agile decision-making to deliver results.
QMetrix consultants share best practice and latest trends, while users have the opportunity to network and build on their Adaptive Insights knowledge. This User Group is exclusive for clients.
Ventura Bus Lines needed to rebuild their financial planning system to meet government and bank requirements. Learn how they did that and transformed an underperforming system.
This accreditation highlights QMetrix’s proven track record of delivering quality implementations that result in client success.
Workday Adaptive Planning is highly rated by finance teams for its practical features which enable planning, budgeting, forecasting and reporting in a way that just makes better sense for finance teams. It lessens manual work and clunky spreadsheets, and empowers your team to focus on analysis and strategy instead.
Workday Adaptive Planning also empowers the wider organisation to understand and manage performance as a whole, and drive data based decisions that lead to more successful business outcomes.
What can Workday Adaptive Planning do? Its features include:
It has been a struggle for organisations to retain talent in a constantly changing marketplace. But people are core to every business, and we need the right people in the right place at the right time.
With proper workforce planning that integrates HR, finance and operations, your organisation can achieve its strategic goals and deliver results.
What are best practices in workforce planning? How can we plan in a way that sets us up for success now and in the future?
What are the benefits of Workforce Planning?Â
A solution is never bought alone – it must often be considered in relation to others in the organisation’s digital ecosystem. When software is integrated, interoperability is enhanced, allowing systems and applications to work together.
A key strength of Workday Adaptive Planning is it can seamlessly integrate with multiple data sources including ERP, CRM, GL and other data warehouses. These include Microsoft Dynamics, NetSuite, Pronto, Xero and more.
What are the benefits of software integration? When data flows automatically between your systems, you can:
QMetrix organises webinars and events, and participates in other events, to share how organisations can benefit from corporate performance management solutions.
What you can expect from QMetrix webinars and events (varies based on event):
On 21st March 2024, QMetrix’s Workday Adaptive Planning team hosted an exclusive event for our Premium Care clients.
Join us for this webinar as we discuss how rolling forecasts can empower your finance team to navigate the business landscape and drive business growth, and share best practices on how to get it done well.
Finance leaders, join these free webinars hosted by FP&A experts who will share their experiences and best practices. These events are hosted by Adaptive Insights.
We’ve worked with businesses across Australia to do just that. Let’s chat about how it could work for your organisation too.
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