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Financial Planning & Analysis Technology
1.
The ability of our organization to accurately plan is increasingly dependent on our capability to analyze growing quantities of structured or unstructured data.
Please select the response that best reflects your view of the statements made:
Agree
Somewhat agree
Neutral
Somewhat disagree
Disagree
2.
We would like to plan “on-demand” when required vs. purely on a periodic basis.
Agree
Somewhat agree
Neutral
Somewhat disagree
Disagree
3.
Our organization would like to increase the level of detail in the data used in financial planning but are unable to because of technology performance limitations such as excessive wait times or system hangs.
Agree
Somewhat agree
Neutral
Somewhat disagree
Disagree
4.
The finance team would like to improve the flow and usability of the information to the Lines of Business (LOBs) to more directly engage them in planning processes.
Agree
Somewhat agree
Neutral
Somewhat disagree
Disagree
5.
In order to efficiently monitor our organization’s performance in “real-time”, our management carries or wants to carry mobile devices such as iPads or other tablets to access key metrics and take action on the fly.
Agree
Somewhat agree
Neutral
Somewhat disagree
Disagree
6.
In-memory computing can quickly process large volumes of a variety of data. The use of Big Data and in-memory computing for financial planning and performance management will increase significantly in our organization in the next one to three years.
Agree
Somewhat agree
Neutral
Somewhat disagree
Disagree
7.
The use of iPads and other tablets for certain financial planning, budgeting, forecasting & performance management processes will increase significantly in the next one to three years.
Agree
Somewhat agree
Neutral
Somewhat disagree
Disagree
8.
Cloud-based applications can help our organization reduce the costs and time needed to deploy tools that facilitate quicker analysis and planning from the lines of business.
Agree
Somewhat agree
Neutral
Somewhat disagree
Disagree
9.
What type of tablet technology is used within your organization?
The next five questions ask for views on how technology is changing business processes:
iPad/ IOS
Android-based
Windows-based
All of the above
None of the above
Other (please specify)
10.
Which of the following would help your organization improve planning and performance management (Check all that apply)
Embedded financial planning staff within the lines of business
In-memory computing for analyzing vast types and quantities of data very quickly
Expanded use of tablets by employees (greater access to timely data).
The ability to rapidly turn data into fact-based decision making
Use of cloud computing for rapid deployment of specific applications
All of the above
None of the above
Other (please specify)
11.
Our organization’s current propensity towards cloud-based finance applications is best described as we: (Check the most applicable answer)
Have deployed 1 or more cloud-based apps in our organization to complement our on premise systems
Are in the process of deploying one or more cloud-based apps in our organization to complement our on premise systems
Are considering deploying 1 or more cloud-based apps in our organization to complement our on premise systems
Are not considering cloud-based apps at this point
Are only considering cloud-based apps at this point
12.
Our organization’s current propensity towards using Big Data for planning and performance management is best described as we: (Check the most applicable answer)
Have deployed 1or more applications using Big Data in our organization
Are in the process of deploying 1 or more applications using Big Data in our organization
Are considering deploying 1 or more applications using Big Data in our organization
Are not considering applications using Big Data at this point
13.
Our organization’s current propensity towards mobile applications for Finance is best described as we: (Check the most applicable answer)
Have deployed one or more mobile apps in our organization
Are in the process of deploying one or more mobile apps in our organization
Are considering deploying one or more mobile apps in our organization
Are not considering mobile apps at this point
14.
Our Senior management’s use of iPads and other tablets for planning and performance management is:
A. Currently?
B. Expected to be within three years?
None
A. Currently?
B. Expected to be within three years?
Some but less than 10%
A. Currently?
B. Expected to be within three years?
Between 10% and 20%
A. Currently?
B. Expected to be within three years?
Between 20% and 40%
A. Currently?
B. Expected to be within three years?
Between 40% and 60%
A. Currently?
B. Expected to be within three years?
Between 60% and 80%
A. Currently?
B. Expected to be within three years?
Between 80% and 100%
A. Currently?
B. Expected to be within three years?
15.
Our middle management’s use of iPads and other tablets for planning and performance management is:
A. Currently?
B. Expected to be within three years?
None
A. Currently?
B. Expected to be within three years?
Some but less than 10%
A. Currently?
B. Expected to be within three years?
Between 10% and 20%
A. Currently?
B. Expected to be within three years?
Between 20% and 40%
A. Currently?
B. Expected to be within three years?
Between 40% and 60%
A. Currently?
B. Expected to be within three years?
Between 60% and 80%
A. Currently?
B. Expected to be within three years?
Between 80% and 100%
A. Currently?
B. Expected to be within three years?
16.
Quicker access to the right information would: (Check all that apply)
Business services
High tech & communications
Construction & real estate
Financial services & capital markets
Manufacturing
Life Sciences and healthcare
Public sector & education
Energy & utilities
Retail & wholesale
Other (please specify)
17.
In your opinion, the main ways that financial planning and analysis can benefit from the shift to mobile computing are?
18.
In your opinion, the main ways that financial planning and analysis can benefit from the shift to in-memory computing to address Big Data are?
19.
What is your company/organization's size in terms of annual revenue?
Under $20 million
$20 million to $99.9 million
$100 million to $499.9 million
$500 million to $999.9 million
$1 billion to $3.9 billion
$4 billion or higher
20.
Which industry sector best describes your company/organization?
Business services
High tech & communications
Construction & real estate
Financial services & capital markets
Manufacturing
Life Sciences and healthcare
Public sector & education
Energy & utilities
21.
In which geographic region is your company/organization based?
North America
Latin America
Europe
Africa / Middle East
Asia Pacific
22.
What is your job title?
CEO
COO
President
CFO
Treasurer
Senior Vice President
Controller
Vice President
Director, Planning and Analysis (or similar title)
Director
Manager
Other (please specify)
23.
Thank you for participating in this important survey. If you would like a copy of the completed study, please include your email address below:
Name:
Email Address: