The Agenda:

An overview of your current processes and the challenges you are experiencing so the consultant can understand your current situation.

Discuss your organisation's requirements and the improvements you are looking to achieve from the technology investment.

Explore next steps and recommendations to support your Budgeting and Analytics process.

Apply a calculation framework to define Net Investment Benefits.

Deliverables:

A brief document with a summary of recommended next steps.

A copy of our Building the Business Case for Planning, Budgeting, and Forecasting technology workbook, complete with worksheets and prompts to help you formulate your case.

Our Technology Advisers:

Rebecca Gatehouse

Business Development Manager

Rebecca is dedicated to helping organisations improve via the application of technology. With an understanding of their organisation, roadmap of improvements, and target business outcomes, Rebecca advises on the best approach and technologies that will deliver outcomes. Rebecca has over 15 years of experience working with customers to find, and get the most out of, the best technology to support their business.

Chris Catto

Solutions Lead

Chris is a Solutions Lead at Professional Advantage. His career spans over 20 years and includes various senior financial and management reporting roles for industry leading organisations. He has a passion and proven experience in managing and improving software applications, cash flow, team performance, budgeting, forecasting, executive management reporting, and product development.

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