Form

1. Business Drivers

How to answer: Select all business priorities relevant to your FP&A goals over the next 12-18 months.

Objective: Understand your strategic priorities over the next 12-18 months.

Improve forecasting agility and accuracyAccelerate budgeting and planning cyclesEnhance real-time performance visibilityStrengthen cost control and cash flow monitoringEnable scenario planning for better risk management

2. Current State Assessment

How to answer: Tick any current-state issues you face with planning, reporting, or consolidation processes.

Objective: Evaluate the maturity of your current planning, reporting, and consolidation processes.

Planning is done primarily in ExcelBudgeting is siloed across departmentsConsolidation is manual and time-consumingData is not integrated across systems (ERP/CRM/HRMS)Reporting lacks drill-down or self-service capability

3. Key Challenges

How to answer: Select obstacles that prevent agility, transparency, or collaboration in your FP&A function.

Objective: Identify the obstacles preventing financial planning excellence.

Delay in accessing actuals and forecastsMisalignment between operational and financial dataHigh dependency on a few individuals or teamsNo single version of truth across plansLimited ability to run what-if or stress-test scenarios

4. Future Vision

How to answer: Use the fields below to share your ideal outcomes post-implementation. Bullet points are fine.

Objective: Define what success looks like from the CFO and business unit perspective.

What capabilities would you ideally want in a future-state FP&A platform?

How would you define success 6-12 months post implementation?

5. Timeline & Readiness

How to answer: Check any options that best reflect your project timeline and internal preparedness.

Objective: Assess delivery urgency and internal preparedness.

We are exploring options (no firm timeline yet)We have a budget approved and want to go live in 3-6 monthsWe are evaluating solutions in a competitive RFP processWe have internal buy-in and need help with solutioning

6. Additional Comments or Context

How to answer: Optionally add any background, context, or internal projects we should be aware of.

Optional: Any internal mandates, transformation programs, or executive priorities we should be aware of?

7. Financial Planning Process Overview

How to answer: Check planning frequencies, methods, and user groups involved in your FP&A process.

Objective: Understand the maturity, methods, and involvement across the organization’s planning lifecycle.

Planning Frequency:

Annual onlyAnnual + RollingQuarterly reforecast

Planning Horizon:

12 Months24-36 Months5-Year Strategic Plan

Users Involved in Planning:

Finance onlyCross-departmental teamsBusiness & Operations Units

Planning Methodology:

Driver-basedTop-downBottom-upZero-based budgeting

Planning Categories:

8. Global Consolidation Requirements

How to answer: Select your current entity structure, consolidation needs, and FX reporting requirements.

Objective: Capture needs for financial consolidation, multi-entity reporting, and foreign currency handling.

Number of Legal Entities:

1-56-1010-2525+

Consolidation Frequency:

MonthlyQuarterlyYearly

Currency Handling:

Single currencyDual currencyMulti-currency with FX translation

Consolidation Needs:

Intercompany eliminationsSegment/regional reportingMinority interest and holding structure support

Tools Currently Used for Consolidation:

ExcelERP moduleDedicated consolidation software

9. Technology Stack & Integration Readiness

How to answer: Choose your current ERP and supporting systems. Helps us understand integration needs.

Objective: Understand your current system landscape and openness to integration or migration.

ERP in Use:Existing Tools in Use:

BI Tools (e.g., Power BI, Tableau)CPM Tools (e.g., Anaplan, Vena, OneStream)Workflow Automation (e.g., Alteryx, UiPath)

Are you open to cloud/SaaS FP&A solutions?

YesNoConsidering

10. Governance & Collaboration Maturity

How to answer: Select how your FP&A governance works across budgeting, roles, and audit needs.

Objective: Define current collaboration, controls, and approval workflows.

Budget Approval Model:

Centralized by FinanceReviewed by Business UnitsHybrid

Is role-based data access in place?

YesNoPartially

Do you require audit trails for compliance?

YesNo

11. Business Use Cases & Reporting Needs

How to answer: Select departments and reporting types you’d want to include in the solution scope.

Objective: Capture key department-specific requirements and automation targets.

Which teams need planning/reporting visibility?Critical Reports/Dashboards to Automate:

P&L Variance ReportsCash Flow ProjectionsDepartmental Budget TrackerScenario Comparisons

12. Executive Readiness & Mandates

How to answer: Help us align with your project sponsor, internal urgency, and transformation KPIs.

Objective: Align transformation scope with internal mandates and leadership expectations.

Is FP&A part of a larger finance/ERP transformation?

YesNoNot Sure

Are there KPIs you’re expected to improve?Who is the project sponsor or final decision-maker?

13. AI-Driven Planning & Automation Readiness

How to answer: Check any AI-based features you’re exploring or would like to understand better.

Objective: Understand interest and readiness to integrate AI into the financial planning and analysis ecosystem.

Which AI use cases are of interest to your organization?

Predictive Forecasting (e.g., based on historical + external signals)Real-time Variance AlertsAI-generated commentary for reportsAnomaly detection in revenue/spend trendsSmart categorization of financial transactionsNatural language query interface (e.g., “Why did margin drop last month?”)

What insights would you find most valuable to automate?

Forecast accuracy analysisRoot cause identification for KPI varianceSpend optimization signalsRisk detection (e.g., cash flow stress, margin erosion)Benchmarking against peers or market data

How would you describe your current AI readiness in Finance?

Exploring use casesRunning internal pilotsUsing AI in other functions (e.g., Ops, Marketing)Not sure - looking for advisory

14. Business Process Orientation & AI Enablement

How to answer: Let us know if you'd be open to advisory support to optimize for AI adoption.

Objective: Identify if there is a need for strategic support in aligning business processes with AI adoption in FP&A.

Would you be open to process diagnostics or optimization advisory to support AI enablement?

Yes - we need help redesigning planning/reporting workflowsPossibly - depends on the gaps identifiedNo - we are internally aligned and prepared

Are you interested in evolving towards an AI-powered enterprise financial modeling capability?

Yes - transformation is a priorityMaybe - we want to explore feasibility firstNot currently

15. Change Management Readiness

How to answer: Check what level of change support or enablement might be needed for successful adoption.

Objective: Evaluate internal preparedness for adopting new planning and reporting processes.

How would you describe openness to change internally?

High - teams are expecting changeMedium - some hesitation existsLow - major resistance anticipated

Do you have a designated internal change champion?

YesNoNot yet identified

Would training or enablement support be valuable?

YesMaybe laterNo

16. Data Quality & Ownership

How to answer: Gauge your current confidence in data quality, governance, and ownership models.

Objective: Assess the reliability and stewardship of financial data that will drive AI and planning automation.

How would you rate the quality of your core planning data?

High - consistent and accurateModerate - some gaps existLow - data cleansing required

Is data ownership clearly defined?

YesPartiallyNo

Do you have a data governance framework for finance?

YesNoIn progress

17. Stakeholder Mapping & Alignment

How to answer: Select stakeholders who will influence or sponsor this transformation.

Objective: Identify decision-makers, influencers, and blockers for effective stakeholder engagement.

Key internal stakeholders for this initiative:Is there executive urgency or board interest?

Yes - priority at leadership levelNoEmerging - being explored

18. Future Expansion Areas

How to answer: Check any adjacent domains (e.g., ESG, S&OP) where future integration may be relevant.

Objective: Explore opportunities to scale FP&A transformation across other performance domains.

ESG Planning & ReportingCapital Planning & ROI ModelingIntegrated Business Planning (S&OP)Strategic Workforce Planning

FP&A Discovery Form - Executive Version

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