Business Intelligence
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The Nine Business Model Templates: Why Industry Expertise Matters Less Than You Think
When I am networking with new business relationships, a frequent question I am asked is whether my firm’s CFO services specialize in any specific industry. As a business nerd with a lot of consulting experience, I think this is a legitimate question but not how we approach the market. In the lower middle market, most Continue reading
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How Time Tracking Data Transforms Multi-Year Financial Models: Strategic Financial Forecasting Series Part 1
Time tracking data represents a strategic asset for financial forecasting. We’re excited to bring you this series of guest posts from fractional CFO and forecasting expert Salvatore Tirabassi, where he’ll explore how time data fuels accurate financial forecasts. Whether you’re a seasoned CFO or building out your first forecasts, this series offers practical insights into Continue reading
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Beeper After One Year: The Evolution Continues
A little over a year ago, I published a blog article titled “From Too Many Messaging Apps to Just One” and discussed my discovery of Beeper, a unified messaging app that I use on my desktop and iPhone. I have been using this app for over a year now, and there have been some upgrades Continue reading
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4 Hours to a Board Deck: How CFOs Are Using AI to Transform Financial Presentations
For CFOs, the quarterly board presentation represents a significant operational and strategic challenge. Board meetings require clear communication of key metrics such as cash position, revenue growth, and major investments. The process, which commences usually a few weeks before the close of a quarter, is typically characterized by an intensive, multi-week effort. It involves coordinating Continue reading
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Wondering about machine learning in your efforts? Let’s talk the basics about Random Forest and XGBoost.
The business generalist or expert in a specific aspect of business operations might wonder about machine learning and data science. Random Forest and XGBoost are two techniques that are related and commonly used in business predictive modeling. I want to give you some basics for these frequently used techniques so you can be sharp enough Continue reading
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LCV is for client unit economics, True Profitability is for product unit economics and another approach to drive value in your SaaS business.
Living in a SaaS world, we are often focused on LCV (Lifetime Customer Value) for a critical unit measurement of profitability. But, it’s also important to understand your product unit economics. True Profitability, a term and methodology developed by Pedro Ferro and described in his book by the same name, determines the specific unit economic Continue reading
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How We Replaced an Implementation of Workday Adaptive Enterprise Planning Management with Microsoft’s PowerBI Tailored for FP&A Reporting
Excel’s powerful capabilities, integrations and flexibility make it a favored tool for all financial and accounting professionals. Like many middle market companies, we considered moving from an Excel dominated financial planning and reporting process to an “enterprise grade” solution. A very difficult decision, we set aside Excel for a unified financial planning tool, also known Continue reading