Leverage Excel. Avoid the Pitfalls. How to embrace and extend Excel for Enterprise Planning
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1 Leverage Excel. Avoid the Pitfalls. How to embrace and extend Excel for Enterprise Planning
2 Introduction The modern business planning landscape The ubiquity of spreadsheets The spreadsheet dominates the modern business planning landscape. Throughout all levels of an organization, those responsible for any aspect of planning interact with spreadsheets, and the average finance professional spends at least 25% of their time maintaining them. Their appeal is understandable: they provide an environment that every finance professional understands and the familiarity, syntax and flexible modeling that are simply not possible with packaged applications. These reasons help explain why spreadsheets have remained the de facto choice of finance for planning, modeling and reporting since the days of VisiCalc and Lotus Excel for the enterprise Axiom Software offers the Excel integration and robust performance management functionality that larger organizations demand. The unified platform extends the capabilities of Excel leveraging familiar Excel business modeling, not complicated script logic to support both finance professionals and business users. Designed to capitalize on existing investments in and knowledge of Excel, Axiom Software transforms spreadsheets into a highly scalable enterprise-grade application suite. 2 Leverage Excel. Avoid the Pitfalls.
3 Rethinking spreadsheets and performance management Excel and performance management While the spreadsheet is an excellent tool for small tactical projects, even the most sophisticated Excel users struggle to use them to perform robust planning and management reporting. In this ebook we ll discuss why organizations struggle with standalone spreadsheets, the benefits of an integrated enterprise performance management solution, how the use of spreadsheets can be more expensive in the long run. The best of both worlds We will also describe why Axiom Software is the natural choice for finance teams that want to leverage their existing Excel skills either on-premise or in the cloud, while providing unmatched modeling flexibility, enterprise controls and optimized reporting for better organizational decision making. 3 Leverage Excel. Avoid the Pitfalls.
4 Why companies struggle with Excel standalone The benefits of Excel are not under dispute. Their simplicity belies a complex tool powerful enough to support high-level applications and modeling. What is in question is whether they are the best tool to support an organization s business objectives. Many industry experts deride the use of spreadsheets as part of a closed-loop performance management process because they tend to be error-prone, they lack the level of control required by larger institutions and waste valuable resources on mundane activities. WHAT ARE THE CHALLENGES ASSOCIATED WITH USING EXCEL? Spreadsheets can be error prone 63% Version control Data integration and integrity Lack of workflow and process controls / collaboration 46% 53% 51% Security challenges Difficulty publishing and reporting 23% 31% 0% 20% 40% 60% 80% 4 Leverage Excel. Avoid the Pitfalls.
5 Some of Excel s shortfalls Indeed, when spreadsheets are pushed beyond the boundaries of their intended use and utilized as a planning tool across a larger enterprise their numerous shortcomings and challenges come to light, some of which include: They re labor intensive: Uploading, downloading, ing, reconciling and consolidating are a few of the manual tasks associated with spreadsheets in the context of budgeting. The lack of real time data aggregation with no easy ability to create scenarios means that finance has to initiate a tedious round of data collection and fixing broken links each time management wants to see the results of an updated assumption or an alternate version. They lack data integrity: The manual nature of stand-alone spreadsheets opens the organization to data integrity issues. When every user who accesses a spreadsheet represents a potential risk to the integrity of the data it contains, the numbers cannot be trusted and the entire process becomes handicapped and called into question. They re unable to model the enterprise: While spreadsheets can support robust modeling, they re weak from an enterprise perspective. The ability to create a large-scale model across multiple product categories, product lines, business units etc., inclusive of operational drivers, is virtually impossible. Organizations using spreadsheets tend to turn budgeting into a data collection exercise vs. an enterprise modeling exercise which greatly reduces the value. 5 Leverage Excel. Avoid the Pitfalls.
6 Excel Chaos Version control and supplementing with Excel These shortcomings along with numerous others result in what many call Excel Chaos, a term that conjures a burgeoning number of rogue spreadsheets with dubious or untraceable data and no audit trail. Yet despite the pervasiveness of this dissatisfaction, finance organizations do not want to give up their beloved Excel spreadsheets. Even among those who choose to implement a purpose-built budgeting system, an overwhelming 70% continue to use spreadsheets to augment the system and conduct off-line modeling. 6 Leverage Excel. Avoid the Pitfalls.
7 EPM software and design philosophy To be sure, rarely do business users rave about great experiences with enterprise software. Within the performance management domain budgeting, forecasting, consolidations, profitability, analytics, and reporting users tend to get in and out of these applications as quickly as possible, often with Excel models on the side. Thomas Otter, Research Vice President at Gartner, advises software vendors to ask themselves some hard questions about their design thinking. Otter explains this Excel preference: Excel hell... is the fault of enterprise software failing to provide an alternative. At Axiom Software, our design thinking from the beginning has been focused on the office of finance s preference for Excel. 7 Leverage Excel. Avoid the Pitfalls.
8 The benefits of an integrated EPM solution In addition to performing the most critical task of producing and reporting upon useful, collaborative and accurate data, a unified performance management solution should also complement and enhance Excel s capabilities to satisfy the organization s need for complete flexibility and control. Benefits of an integrated performance management platform include scalability, data storage and access, multi-dimensional reporting, security, and process management. Scalability: The use of standalone spreadsheets is manageable in low user count environments, but completely out of the question in medium to large user populations. The goal in serving large user populations should be the delivery of robust business models that are unique to the individual without requiring manual intervention from the system administrator. Well-designed performance management software allows organizations to design budget templates and calculation methods that align with different business segments. And at the touch of a button, data is populated and formatted into unique planning workbooks with no manual intervention required. Data Storage and Access: The organization s performance management data sources must be clearly defined, easily accessible and trustworthy. Formerly disparate operational and financial data sources budgets, models, reports are managed and stored in a single platform with common structure and definition to be used in a consistent manner across the organization. This results in accurate and trusted data that can be used confidently in decision making. Security: Standalone spreadsheets are nearly impossible to manage from a security perspective. Passwords can be applied to spreadsheets, but the design was never intended for a broad audience with various rights and authorization levels. Data should be stored in a secure repository that can then be accessed and manipulated via a simple web interface. 8 Leverage Excel. Avoid the Pitfalls.
9 The benefits of an integrated EPM solution, continued Multi-Dimensional Reporting: Organizations must aggregate and present data across their multi-dimensional landscape. Using a consolidated performance management platform rather than standalone spreadsheets eliminates the need to use formulas to consolidate data across linked stand alone files. Successful performance management enables real-time and ad hoc access to insightful and actionable information. Information delivery must support the regular production reporting cycles of the organization as well as the instantaneous ad hoc requests that arise. Process Management, Workflow and Alerts: A rich performance management platform should meet an organization s workflow and approval needs. Users can define a set of process steps to cover any administrative process, including assigning ownership and due dates and then tracking the completion of these steps. Fully documented workflows can be maintained with detailed steps parallel or dependent, as appropriate with clear delineation of ownership, while alerts can notify owners and stakeholders as needed. Finally, it provides a permanent audit trail for the process, including who completed a task and when. Performance management software solutions should embrace and maintain the financial modeling capabilities and ease of use that financial professionals know and appreciate, while ensuring the data integrity, security, workflow and enterprise performance that the organization requires. The result is actionable information that the organization can trust and understand to enable better decision making. 9 Leverage Excel. Avoid the Pitfalls.
10 Why many software programs fall short Excel add-ons The popularity of Excel has led nearly all performance management vendors to offer an Excel add-in to their solution. However, this bolt on approach often falls woefully short of providing what users want. In most cases, Excel is little more than a lens looking into a complex database where the core business logic is created and managed. While this may strike some as ideal, the result is less than optimal. Relegating the calculation logic to database script typically results in either a system too unruly to maintain, or one that s too simple to model the enterprise. The lack of user friendliness inherent with script-based systems causes users to either give up attempting any level of sophistication within their models or work off-line in Excel for rogue modeling deemed too cumbersome or complex for the core system. 10 Leverage Excel. Avoid the Pitfalls.
11 Why Axiom Software is the natural choice Why Axiom? Axiom Software recognizes and delivers what users like about spreadsheets while solving what s problematic about them. By embracing the finance friendly nature of Excel and expanding upon its capabilities in order to address the needs of the enterprise, Axiom allows finance teams to retain all of what they know and love about Excel, while having financial governance, corporate standards and process efficiency needs met as well. The result is both sides are addressed with negligible sacrifice. Further, the Axiom relational data architecture, combined with a modeling layer based on Excel, fully supports virtually ALL planning requirements, allowing decision makers the ability to quickly model proposed initiatives and make dynamic inserts of data on-the-fly without significant effort. User-based security Process management, automated workflow, alerts and notifications Highly scalable and flexible ROLAP data model Integrate data from any internal or external source Flexible and quick modeling Syntax known to office of Finance Familiar User Interface Robust modeling application Finance owned and maintained with limited IT support Owned and managed by Finance Complex modeling to the most granular levels Hundreds of functions and rich formatting options 11 Leverage Excel. Avoid the Pitfalls.
12 About Kaufman Hall Kaufman Hall provides management consulting and software to help organizations realize sustained success amid changing market conditions. Since 1985, Kaufman Hall has been a trusted advisor to boards and executive management teams, helping them incorporate proven methods into their strategic planning and financial management processes, and quantify the financial impact of their plans and strategic decisions to consistently achieve their goals. Kaufman Hall services use a rigorous, disciplined, and structured approach that is based on the principles of corporate finance. The breadth and integration of our advisory services are unparalleled, encompassing strategy; financial and capital planning; debt and derivatives-related financial transactions; capital allocation and decision making; and mergers, acquisitions, partnerships, and joint ventures. Kaufman Hall s Axiom Software provides sophisticated, flexible performance management solutions that empower finance professionals to analyze results, model the future, and optimize organizational decision making. Solutions for long-range planning, budgeting and forecasting, reporting and analytics, consolidations, capital planning, and profitability and cost management are delivered on a single integrated software platform. Kaufman Hall s Peak Software empowers healthcare organizations with clinical benchmarks, data, and analytics to provide a higher quality of care for optimized performance and improved patient outcomes. 12 Leverage Excel. Avoid the Pitfalls.
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