1. Presenter's Name
Service overview
Gartner for Finance Leaders

2. Join a network that provides a unique advantage
With insights powered by our network, you’ll gain an unparalleled perspective into the challenges and opportunities shaping businesses across functions, regions and industries.
1,400+ finance leaders We support a network of over a thousand finance leaders across three different continents.
Clients from 73% of the Global 500 Leaders from small companies to global enterprises rely on us to help them achieve their mission-critical priorities
C-suite perspective By working with thousands of CxOs across every major business function, you’ll have a fast and insightful view of critical business trends and their implications for finance
Customer Service & Support
Finance
Human Resources
Information Technology
Legal & Compliance
Marketing & Comms
Product and R&D
Sales
Strategy
Supply Chain

3. The right option, for the short and long term
Equip yourself with our finance and technology expertise, peer-based insight and actionable tools to gain an unrivalled platform for planning and executing the finance projects that matter most.
Gartner for Finance Leaders
Management consultancy
Do it yourself
A useful source for learning common approaches
Time-intensive
Uncertain and inconsistent quality of insights and recommendations
Best of both: expertise and network-driven insight on best-practice finance solutions
Support tailored to your critical priorities — throughout the life cycle of the projects associated with them
Exclusive finance leadership meetings and virtual events at no additional cost
Easy-to-use tools and guidance to help you execute efficiently
High cost
Generally limited to on-site engagement
Temporary support model
Potential bias toward proprietary solutions
Lack of peer-based insights or executive meetings

4. Our priority? Helping you to deliver yours.1
What are your critical priorities? We align our support to deliver the guidance and resources you need to accomplish your critical priorities.
Example priority:
“Drive digital transformation”
Example initiatives for digital transformation: 2
Which initiatives are crucial to their success? Delivering you priorities will depend on the success of several underlying projects. We’ll work with you on a plan for executing them effectively.
“Implement a ‘multi-speed’ budgeting approach to support agile digital initiatives”
“Position finance as a digital interface for business data to drive profitable decisions”
“Reshape finance’s structure and skillset through RPA- and AI-based innovations” 3
Which people are leading these initiatives? Our solution is designed to support you and the people on your team critical to the delivery of your priorities. 4
What support do they require to succeed? We configure each individual’s service to provide the level of expert guidance and support they require to execute effectively on their personal objectives.
Live/Virtual Meetings
Diagnostics
Benchmarks & Case Studies
Research & Best Practices
Webinars/
Online Learning
Decision Support
Advisory and Analyst Inquiry

5. 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

6. Fuel your decisions with unrivalled finance & technology insight
Delivering your critical priorities depends on making the right decisions in an uncertain business environment.
Our unique capabilities will help you to make choices that will accelerate your success.
Expert, strategic advice
Peer-powered insights
Robust metrics and data
Sometimes, information
alone isn't enough.
The deep expertise of our global team of analysts, researchers and advisors will equip you with the strategic guidance to identify, evaluate and implement your finance and technology initiatives with clarity, speed and confidence.
Don’t leave your
success to chance.
Rely on proven solutions based on the successful approaches of hundreds of Finance organizations. Our best practice research, tools and frameworks will help you to save time and reduce uncertainty in the execution of your critical initiatives.
The right choices are those
which are best-informed.
Prioritize resources and solve problems effectively by framing your decisions upon robust data and analytics, in addition to a range of unique performance benchmarks and functional diagnostics.

7. Fuel your decisions with unrivalled finance & technology insight
Delivering your critical priorities depends on making the right decisions in an uncertain business environment.
Our unique capabilities will help you to make choices that will accelerate your success.
Expert, strategic Advice
Peer-powered insights
Robust metrics and data
“Our primary objective was to save $30M. We received around $100k of value from the research and calls with subject matter experts. Quite frankly, we would have been flying blind without Gartner.”
Government Agency
“Gartner has been a huge asset by getting access to resources, getting me access to people who have gone through many of the same experiences, and so we're learning from them and sharing best practice.”
Consumer Products Firm
“Your benchmarking capabilities made a big difference. We drive business performance in a way that we haven’t historically, and that has translated to more profit. The outcome has been very powerful.”
Global Food Retailing Firm

8. An investment that pays dividends
Our cost-saving insights and range of benchmarks, diagnostics help our clients to generate significant efficiencies across their functions and wider organization.
“Gartner helped me save $100K from just one analyst call. I validate decisions I need to make, and the service saves me and my team time and money on the projects we are tasked with each year.”
Finance cost-savings database
Zero-based budgeting guide
Identify high-potential areas for cost-savings across the organization using this toolkit of over 1000 peer-based examples across ten functions
Eliminate unnecessary or redundant activities, align your investments with company strategy, and create a culture of transparency and accountability.
Contract review service
Market guides
Enlist support from an analyst to find savings, build negotiation strategies and avoid fees or clauses that can lead to charges or risks
Review the features that differentiate a vendor’s product or service, and their level of effectiveness for every feature, to drive better investment decisions
Gartner client Defense Firm

9. Tax operations
Project support overview

10. We’ll help you to tackle your critical challenges
Sample projects
Illustrative questions finance leaders seek to answer
Benchmark department performance
How many resources do tax functions have in the form of budget and head count?
What metrics should I use to assess specific tax process performance?
Diagnose functional maturity
What considerations should I keep in mind to inform tax function strategy?
Which tax activities should my strategy focus on to build a high-performing function?
Target specific activities for improvement
How can I keep processes relevant to changing business needs?
How do I identify non-value-adding elements of a process?
Understand business partners’ key priorities
How do we capture and incorporate business partner feedback in the tax strategy?
What are the best ways for the tax function to collaborate with the ERM function?
How are others thinking about BEPS, tax reform, U.K. tax strategy, etc.?
What are the implications of specific tax issues, and how are other others responding (e.g., internal communications, working with outside consultants, internal preparation)?
Build a response plan for emerging tax issues

11. Tailored expertise and resources deliver impact in the areas crucial to your success
Benchmark the tax function
Upgrade your tax operations
Stay ahead of the latest trends
How does my tax function stack up?
How do we plan and execute fast and right in the tax function?
How do I keep my tax function moving forward?
Identify what differentiates high-value tax teams ready for the future by reading our research report
Analyze tax cost, head count, process efficiency and more in Tax Performance Benchmarks
Assess tax functional maturity using the Ignition Diagnostic
Understand the driver of ETRs and see how you stack up vs. competitors using our ETR benchmarking services
Craft an efficient organization design using insights from our structuring resources
Identify inefficiencies in your current provision process with this Ignition Guide
Learn how other functions manage tax operations workflows with this guide on SharePoint
Follow process improvement lessons learned from Home Depot and Praxair
Implement proven tools and frameworks to identify and assess tax risks using this Ignition Guide and lessons from Henkel
Structure and formalize your transfer pricing process using insights from this guide
Remove growth anchors in tax decision support via insights in this research paper
Anticipate and execute on unforeseen and unplanned tax work using insights from our research on managing emergent work
Draft a mission statement that captures tax priorities using peer examples
Understand and build a response plan for emerging issues such as tax reform using insights from our topic center
Learn what your peers are doing to retain, develop and engage millennial talent, using insights from our research

12. Your first 90 days as a client (Illustrative)
Month 1
Month 2
Month 3
Assess tax functional maturity using the Ignition Diagnostic
Identify what differentiates high-value tax teams by reading our research report
Build an emerging-issue response plan using our topic center
Analyze tax cost, headcount, process efficiency and more in the Tax Performance Benchmarks
Remove growth anchors in tax decision support through insights in this research paper
Learn how others manage tax operations workflows with this guide on SharePoint
Follow process improvement lessons learned from Home Depot and Praxair
Structure your transfer pricing process using insights from this guide
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 the tax function
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 are other tax functions responding to tax reform impact?
Discussion: How do I ensure that my function is adequately resourced?
Ignition Diagnostic Results Review: How can we mature to become more effective?
Discussion: How do process improvement lessons translate for my function?
Improve Tax Maturity
Process Efficiency; Legislative Updates
Written Research
Service Associate Support
Analyst & Advisor Inquiries
Live Events

13. 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.