Growth and innovation Project support overview

We’ll help you to tackle your critical challenges Sample projects Illustrative questions finance leaders seek to answer Benchmark growth investment performance How should I allocate my growth investment dollars across different business lines and growth opportunities? What activities are others performing to support growth investment performance? Create a capital investment screening process How do others define the financial, strategic and risk-based parameters of their proposed investments? What capital return metrics should I use to evaluate business cases? Implement a proof-of-concept financing process How do I identify which growth bets in the portfolio require a proof of concept? What are the right stage gates to use to fund growth investments by type? Perform a midcycle growth portfolio review How do I identify high-potential and high-performing projects to inform resource allocation decisions? What are the right assumptions for the performance drivers of my business? How can I avoid transaction value leaks that arise from a poorly executed integration effort? What role should the CFO play during the post-close integration process? Formulate a post-transaction integration strategy

Tailored expertise and resources deliver impact in the areas crucial to your success Benchmark your growth and innovation capabilities Upgrade your processes Stay ahead of the latest trends How does my finance function’s ability to drive growth stack up? How do we plan and execute our growth strategy fast and right? How do I keep my finance function moving forward? Identify how leading growth companies foster larger, transformative growth bets with our Growth Investment Benchmarks Calibrate growth strategy budgets and staffing with our Strategy and Corporate Development Functional Benchmarks Assess your company’s ability to drive top- and bottom-line growth using our Efficient Growth Scorecard Measure the performance of your R&D investments with these R&D metrics Understand high-performing acquisitive growth strategies with this research Instill rigor, consistency and objectivity in your investment business cases with our Guide to Screening Capital Investments Accelerate high-potential growth projects and reallocate growth funding to remove execution barriers using this case study Align growth opportunities with your corporate strategy using the Guide to Creating a Corporate Strategic Plan Supplement your team’s M&A delivery capabilities with our M&A Tools and Templates Library Quantify strategic alignment of your growth investments with this case study Innovate new financial methods for digital business with Gartner expert research Protect the innovation budget for critical growth areas and make informed trade-offs with this research Understand the critical capabilities of cloud strategic corporate performance solutions with Gartner expert research Learn more about the innovation potential of disruptive blockchain technology with Gartner expert research

Your first 90 days as a client (Illustrative) Month 1 Month 2 Month 3 Assess your company’s ability to drive top- and bottom-line growth using our Efficient Growth Scorecard Align growth opportunities to your corporate strategy with our Guide to Creating a Corporate Strategic Plan Instill rigor, consistency and objectivity in your investment business cases with our Guide to Screening Capital Investments Identify how leading growth companies foster larger, transformative growth bets with our Growth Investment Benchmarks Accelerate high-potential growth projects and reallocate growth funding to remove execution barriers using this case study Protect the innovation budget for critical growth areas and make informed trade- offs with this research Kick off this initiative with your service associate; discuss your challenges and align key resources Review progress with your service associate and create a forward engagement plan Review progress to ensure continued delivery of the right resources at the right time Discussion: Which best-practice approaches are best for my organization and growth pipeline? Discussion: How do we align finance strategy and business strategy? Efficient Growth Scorecard Review: What growth anchors are inhibiting my growth and innovation potential? Discussion: What leading indicators should we monitor for an upcoming midcycle portfolio review? Discussion: How do we make the right trade-offs in growth funding and resources? Annual Executive Retreat: Improving Growth Investment Returns: Cultivating Growth Investment Over-performance Written Research Service Associate Support Analyst & Advisor Inquiries Live Events

We cover a range of key finance and technology initiatives to equip you for success Your service will be designed to help you deliver the underlying projects and initiatives that are crucial for accomplishing your biggest Finance challenges. Budgeting Cost Management Facilities Management Finance IT Finance Organizational Structure Finance Roles and Responsibilities Finance Strategy Finance Talent Forecasting Functional Analysis Growth and Innovation Internal Controls Investor Relations Management Reporting Metric Selection and Dashboard Design Portfolio Planning Real Estate Functional Management Real Estate Customer Relationship Management Robotics Shared-Service Customers Shared-Service Fundamentals Shared-Service Performance Measurement and Improvement Shared-Service Strategy Shared-Service Talent Tax Operations Workplace Strategy

How we deliver value to your peers “We were given insights around competency frameworks that other organizations have developed. We’ve now applied it to our own organization in terms of the competencies that we’re looking to build in the future, moving away from the more technical competencies that we’ve done in the past and towards guidance.” Richard Morley Head of Finance NFU Mutual

Deliver your critical Finance priorities We’re ready to help you excel against your critical finance challenges. Get in touch to discuss how we can fast-track your success. connect@gartner.com