CPM Scan | Aexis

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The financial budget process is well documented and explained

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The financial budget is not based on business drivers

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3

The time frame to create the annual budget figures is 2 weeks or fewer

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4

Budget preparation and progress is monitored by an automated workflow

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5

Baseline for the financial budget is a financial rolling forecast

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6

The financial forecast is prepared by the business and challenged by the finance department

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7

A financial forecast is prepared in less than 1 week

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8

The financial forecast is rolling forward for 12 months or more

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9

Financial budget and forecast deviation from actual can be explained out of the box by business drivers or KPI's

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10

Management Reporting is in place besides the Financial reporting

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11

Strategy execution is reported as a part of the Management reporting

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12

Financial Planning is not prepared in Excel but in a professional tool like IBM Planning Analytics, Jedox, Board or other

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13

Automated data integration between source applications and reporting applications is present (no extract of files or load of files)

1 2 3 4 5

14

Financial Reporting is visualized by dashboards for each individual report owner without using MS Excel

1 2 3 4 5

15

Financial budget and financial forecasts are defined at the same level of details

1 2 3 4 5

16

P&L, Balance Sheet, Working Capital, Capex & HR are applied budget/forecast scopes

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17

Financial budget targets are defined as a guideline for a bottom-up financial budget

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18

Financial budgets are prepared on company known analytical dimensions (product, customer growth, sales channel, region, ...)

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19

Financial Forecasts are prepared by predictive modelling

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20

Strategic Initiatives (SI) are financially budgeted apart from the business as usual (BAU). The sum gives the overview on total financial budget figures

1 2 3 4 5

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