Research Bundle: Planning and Management Accounting

This article explores how plans, budgets, and forecasts can be some of the most valuable contributions that finance makes to the business. By embracing emergent technologies (AI, rolling forecast, and machine learning) and leading practices (continuous and scenario-based planning), FP&A can play a strong partnering role to drive better business performance.

This report examines practices related to process and data maturity, such as the business entity roles involved, and global process ownership, budget data analysis, availability, and integration maturity levels, and forecasting techniques, budget versions, and reporting maturity.

This report examines the adoption, implementation, and benefits to date of Agile methodologies.

This report examines sustainability practices, such as the use of climate-related scenario analysis, timeline used for consideration of climate-related issues, and how to overcome challenges.

This report examines automation and software practices, such as the extent production cost and inventory planning systems are automated, adoption level and benefits of AI, use of profit-optimization software to support pricing or other strategic decisions, and software delivery method for FP&A software, and how widely is software as a service in use.