Finance strategy Project support overview

We’ll help you to tackle your critical challenges Sample projects Typical questions your peers seek to answer Benchmark finance costs and processes How much should finance cost as a percentage of revenue? What metrics should I use to assess finance effectiveness at creating value? Create a finance strategy document How do others define the strategic purpose and scope of finance? What are the best ways for finance to convey the value for business stakeholders? Map key finance processes How can I keep processes relevant to changing business needs? What are the right benchmarks to use to measure key finance process efficiency? Get feedback from business partners How do we capture and incorporate feedback from business partners in strategy? What are the best ways for finance to collaborate with non-finance groups, especially analytics? What are good examples of strategic plan presentations that communicate change? Who should lead the finance strategy session, and how do we incorporate external examples to drive new thinking? Build and lead a finance all-hands session on a new strategy

Tailored expertise and resources deliver impact in the areas crucial to your success Benchmark the finance strategy Upgrade your finance strategy Stay ahead of the latest trends How does my finance strategy stack up? How do we plan and execute in finance fast and right? How do I keep my finance function moving forward? Identify what differentiates high-value finance teams ready for 2020 by reading our benchmarking report Analyze finance cost, head count, process efficiency and more in the Finance Performance Benchmark Suite Assess finance process maturity using the Ignition Diagnostic Gather facts on how peers approach role design from our topic center Collect feedback from business partners using our Business Alignment Tool Build a comprehensive strategic plan for finance with this Ignition Guide Avoid transformation mistakes by working like a profit center with our advice Follow transformation lessons learned from case studies of Ford and Nielsen Determine the relationship between corporate and BU finance, and establish finance shared services by leveraging insights in this topic center Make critical technology decisions as part of your finance strategy using Gartner expert research Cut low-value activities to improve productivity with this Ignition Guide Anticipate future business needs like John Deere, T. Rowe Price, CUNA Mutual and others, as outlined in this topic center Draft a mission statement that captures finance priorities using peer examples Redesign finance roles for value creation by following our step-by-step guidance Learn what finance leaders are doing to prepare their function for robotics

Your first 90 days as a client (Illustrative) Month 1 Month 2 Month 3 Build a comprehensive strategic plan for finance with this Ignition Guide Analyze finance cost, head count, process efficiency and more in the Finance Performance Benchmark Suite Anticipate future business needs like John Deere, T. Rowe Price, CUNA Mutual and others, as outlined in this topic center Follow transformation lessons learned from case studies by Ford and Nielsen Review the most important competencies for business partnership in our Finance 2020 Competency Model Kick off this initiative with your service associate; discuss your challenges and align key resources Launch the Ignition Diagnostic to identify the best opportunities to mature finance 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? Discussion: How do we align finance strategy and business strategy? Ignition Diagnostic Results Review: Where can I mature finance? Discussion: What are the human capital considerations for leading finance plans? Discussion: What do others do to drive adoption of new finance strategies? Annual Executive Retreat: Improve the Finance-Business Partnership Finance Roundtable: Talent Development for Faster Decision Making 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 “When I start thinking about what we really want to do strategically with the function, I go to CEB [now Gartner]… What I find every time is a really concise, well-thought-out structure for whatever I'm trying to do.” Division VP Investor Relations Multinational technology firm

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