Resource Library
APQC’s Resource Library is your source for timely and topical information to help you meet your most complex business process and knowledge management challenges. Explore our ever-growing collection of more than 8,600 research-based best practices, benchmarks and metrics, case studies, and other valuable APQC content.
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Collections|
Beyond Budgeting and Rolling Forecasts
Rolling forecasts are tools for continuous planning. Organizations don't plan based on an annual set of events, they expect to deliver continuing profitable performance. The…
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Articles|
Total Cost of Budgeting and Forecasting
Plans, budgets, and forecasts can be some of the most valuable contributions that finance makes to the business. Ideally, they help organizations know what’s coming down the…
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Tools & Templates|
Planning, Budgeting, and Forecasting Glossary of Terms
APQC created this glossary of terms for those interested in corporate planning, budgeting, and forecasting by explaining key terms used throughout corporate finance.
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Case Study|
Moving Beyond Budgets: Holt Cat Case Study
HOLT CAT is the authorized Caterpillar heavy equipment and engine dealer for 118 counties in South, Central, North, and East Texas. This case study discusses the…
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In April of 2019, APQC interviewed FP&A expert Philip Peck. This article summarizes their discussion around best practices and current trends in sales forecasting, forecast…
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Case Study|
Preparing for the Next Level of Financial Planning and Analysis: Vera Whole Health Inc. Case Study
Vera Whole Health is a quickly expanding company that needed a flexible FP&A approach and toolkit to refine its budgeting and forecasting processes. This case study details…
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Case Study|
Preparing for the Next Level of Financial Planning and Analysis: Abt Associates Inc. Case Study
Drawing from an interview conducted with Mike Powers, senior manager of treasury and risk, this case study presents an overview of Abt Associates' key FP&A processes,…
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Case Study|
Preparing for the Next Level of Financial Planning and Analysis: Building Materials Manufacturer Case Study
APQC recently interviewed the CFO of a privately-held building materials manufacturer about its practices and tools for financial planning and analysis (FP&A). This case…
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Case Study|
Preparing for the Next Level of Financial Planning and Analysis: Global Tech Company Case Study
In March of 2019, APQC interviewed the finance lead at a large global technology company that offers a wide range of products and services. According to the finance lead, the…
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Case Study|
Preparing for the Next Level of Financial Planning and Analysis: Royal Dutch Shell Case Study
This case study gives a profile and overview of FP&A activities at Royal Dutch Shell. Drawing from an interview with David Gold, VP for planning, appraisal, and reporting for…
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Case Study|
Building a Strong Business Partnering Culture for FP&A: SME Insights from Bayer Crop Science
In January of 2019, APQC spoke with Geetanjali Tandon, digital and transformational finance lead at Bayer Crop Science, about the increasing importance of financial…