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SELECT

Software Evaluation for Landscape, Execution, Compatibility & Transformation

SELECT

Complete each step to generate your recommendations

0% Complete
Est. Time: 15-20 minutes
1

Company Information

Basic information about your organization

3-5 min
2

Technology Landscape

Current systems and integration points

5-7 min
3

Evaluation Framework

Customized evaluation criteria

4-6 min
4

Vendor Selection

Select vendors to evaluate

2-3 min
5

Results

Complete analysis, comparison & recommendations

Review & Export
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Company Information

Tell us about your organization to personalize your evaluation experience

Step 1 of 5
🤖

AI & Artificial Intelligence

Deploy machine learning models for accurate forecasting and trend prediction

Automatically identify outliers, exceptions, and unusual patterns in financial data

Generate automated insights and recommendations from complex datasets

Use AI to automate complex business processes and decision-making

Allow users to query data and generate reports using natural language

Automate judgment-intensive tasks using AI and machine learning

⚙️

Process Automation & Efficiency

Move from manual spreadsheets to automated, integrated planning systems

Automate repetitive tasks and eliminate error-prone manual processes

Implement consistent planning methodologies across all locations

Reduce financial close cycles from weeks to days through automation

Create automated approval workflows and process orchestration

Break down organizational data barriers and improve information flow

Improve planning and allocation of financial and human resources

💰

Financial Operations & Compliance

Reduce month-end and quarter-end closing cycles through automation

Meet SOX, IFRS, GAAP and other regulatory reporting requirements

Implement robust internal controls and audit trails for financial processes

Automate multi-entity consolidation and elimination processes

Enhance cash flow forecasting and working capital optimization

Implement comprehensive financial risk assessment and mitigation

Provide timely, accurate financial reporting for decision-making

📊

Planning & Analytics

Implement driver-based planning and predictive analytics capabilities

Create dynamic dashboards and self-service analytics for stakeholders

Empower business users to create reports without IT dependency

Create continuous planning processes with regular forecast updates

Enable sophisticated what-if analysis and scenario modeling

Provide detailed analysis of budget vs. actual performance

Provide instant access to current business performance metrics

Create plans based on key business drivers and metrics

🚀

Technology & Integration

Seamlessly connect with current ERP, CRM, and operational systems

Move to cloud-based solutions to minimize infrastructure overhead

Implement modern, scalable cloud infrastructure for better performance

Enhance system uptime and reduce technical issues

Provide full functionality on mobile devices for remote work

Enable seamless integration with third-party applications

Implement robust security measures and data protection protocols

📈

Business Growth & Scalability

Scale planning processes to accommodate organizational expansion

Establish single source of truth with data validation and governance

Provide instant access to current business data for faster decision-making

Support merger and acquisition activities with flexible system design

Support multi-currency, multi-language, and multi-entity operations

Leverage advanced analytics for strategic market positioning

Integrate customer data for better business intelligence

👥

User Experience & Collaboration

Implement intuitive interfaces that encourage widespread system usage

Enable better cross-functional teamwork and communication

Implement user-friendly systems that require minimal training

Support distributed teams with cloud-based collaboration tools

Provide faster access to critical business information

Improve communication and reporting to key stakeholders

💡 Tip: Selected challenges appear as red chips above. Click any chip to remove it, or type additional challenges below them.

💡 Tip: Click the blue chips to quickly add common challenges, or describe custom issues in the text area above.
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