1. KEY INITIATIVE Financial Data and Analytics
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KEY INITIATIVE Financial Data and Analytics
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2. Overview: Financial data and analytics
Top challenges and how Gartner can help
To support finance leaders in their efforts to improve financial data and analytics, our research will address the following common client questions:
How can we manage financial data (e.g., structure, definition, attributes) so it can be more easily aligned with other types of data (e.g., customer, marketing, operational performance)?
How can management reports advance decision makers’ understanding of performance and associated actions?
How do we identify opportunities for advanced analytics and scale them across the organization?
The topics we cover include:
Financial data management: Streamline financial information, structure data and standardize data definitions to create a high-quality data environment that ensures information integrity while enabling faster and more impactful analysis of business problems.
Finance analytics: Generate insights derived from the application of specialized and semiautonomous (i.e., machine-driven) analytic methods to create more impactful analysis for business decision makers.
Metrics and management reporting: Build effective dashboards and internal reports that balance historical views of performance with real-time and forward-looking KPIs to improve performance management.

3. Finance Analytics

4. Challenges with delivering finance analytics1 2 3
Finance’s analytics team and data assets are not organized for business impact
Finance teams lack the skills and technologies needed for advanced analytics
Finance struggles to build a business case for advanced analytic capabilities
Finance lacks clear processes to collect, store, maintain and extract raw data for analytic work.
Finance rarely have a mandate to make improvements to data assets. As a result, the business doesn’t see itself in finance’s data and thus lacks the confidence to act on finance’s information.
Analytics teams often lack centralized leadership and organization.
Finance struggles to synthesize its analysis with that of other functional analytics groups.
Finance leaders struggle to articulate and develop the skills required to create and deliver insightful analysis in finance.
Finance struggles to select and implement analytic technologies that will deliver the right capabilities for the organization.
Analytic skills are expensive to hire and hard to train, leaving most teams to rely on a few all-star finance staff to conduct analysis.
Analytics leaders struggle to explain the business impact of analytics investments.
Advanced analytics is an emerging field, which makes it difficult to understand which analytics projects are worthwhile investments.
Finance struggles to scale successful analytic pilots across the business.

5. Questions your peers are asking
Topics
Lorem
Key client issues
Strategy
In which analytics opportunities should we invest?
Which types of decisions should we support with analytics?
Process
How can we design a process to deliver cross-functional analytics?
How can we better scope and manage analytic requests?
Structure
Should we consider establishing an analytics center of excellence?
How should we organize the analytics team?
Technology and capabilities
In which analytic platforms and technologies should we invest?
How can we improve analytics skills on the finance team?
Data visualization and storytelling
How can we use visualization and storytelling to better influence decisions?
How can we deliver more insight through our analytic outputs?
Topics

6. Capabilities support each stage of your initiative
Diagnose current state
Access peer benchmarks on finance analytics from this webinar replay.
Assess whether you have the right analytical skills on your team using this research.
Identify the data assets that need improving by following the guidance provided in this research.
Evaluate vendors and draft an analytic technology roadmap with the Magic Quadrant on data science and machine-learning platforms and the Hype Cycle for analytics and business intelligence.
Develop your plan
Define a digital technology strategy for the company using this framework.
Create a process for insight generation: Review this research.
Combine two data science capabilities – predictive and prescriptive analytics – by following the guidance outlined in this research.
Design the analytics team: Follow the steps in this Gartner Ignition Guide.
Equip analysts to deliver high-impact scenario planning: Adapt the tools included in this Gartner Ignition Guide.
Avoid the reporting trap by reviewing these lessons learned.
Execute and drive change
Deliver more insights by creating insight generation guidelines, as discussed in this case study.
Improve the influence of finance’s analytics: Review the guidance in this report.
Drive greater business impact by establishing a decision expert model for business partnering: Learn about this model from best-practices research.
Save time convincing stakeholders to improve business partnering by adapting this business case tool.

7. Gartner support organized against your timeline
Activity roadmap
Initiative
0-90 days
days
Delivering finance analytics
Benchmarking: Access peer benchmarks on finance analytics from this webinar replay and assess whether you have the right analytical skills on your team using this research.
Consultation: Pressure test, or build, your analytics strategy and operating model with an Executive Advisor.
Technology Insights: Evaluate vendors and draft an analytic technology roadmap with the Magic Quadrant on data science and machine-learning platforms and the Hype Cycle for analytics and business intelligence.
Contract Review: Review the critical pieces of your analytics vendor contract with a Gartner Analyst to ensure you’re getting the best terms possible.
Key Steps: Design your analytics team by following the steps outlined in this Gartner Ignition Guide.
Actionable Guidance: Learn from your Service Associate how other finance leaders leverage support and resources from Gartner to improve the influence of finance’s analytics.
Research Discussion: Stay abreast of emerging issues and trends being addressed by our research team and proven approaches to tackle them.
Strategic Planning: Define a digital technology strategy for the company using this framework.

8. Comprehensive support for the finance leader
Finance Leader Effectiveness
Personal Effectiveness
Change Management
Finance Function Management
Finance Strategy and Org Structure
Finance Talent
Cost Optimization and Working Capital
Cost Structure
Working Capital
Indirect Spend Management
Indirect Strategic Sourcing
Indirect Category Management
Financial Data and Analytics
Financial Data Management
Finance Analytics
Metrics and Management Reporting
Budgeting, Planning and Forecasting
Budgeting and Planning
Forecasting
IT Finance
Internal Control and Technical Accounting
Internal Controls
Technical Accounting
Tax and Accounting Processes
Tax Operations
Record to Report
Real Estate Functional Management
Customer Relationship Management
Real Estate Strategy and Org Structure
Shared Services Functional Management
Shared Services Strategy and Structure
Shared Services Talent
Real Estate Optimization
Portfolio Strategy
Workplace Strategy
Shared Services Optimization
Shared Services Performance Management
Customer Relationship Management
Procurement Function Management
Strategy and Org Structure
Talent Management
Strategic Influence
Emerging Trends
Indirect Supplier Relationship Management
Indirect Supplier Performance Management
Indirect Supplier Innovation
Indirect Supplier Risk Management
Financial Strategy and Investor Relations
Capital Structure
Capital Allocation
Investor Relations
Finance Technology Optimization
Digital Technology in Finance
Finance Technology Strategy and Selection
Emerging Technologies and Trends
Cyber Security and Digital Risk Management
Procurement and Strategic Sourcing Applications
Procure-to-Pay Applications
Contract Lifecycle Management
Strategic Sourcing Applications
Driving Cost Optimization Across the Enterprise
Baseline Efficiency and Effectiveness
Cost Optimization Plan Development
Cost Optimization Plan Execution
Communication and Leading Change
Leading the Next Generation Workforce
Key Trends
Emerging Critical Skills
Key Talent Segments
Leadership Style and Structure
Driving Digital Business Transformation for Industry Leadership
Functional Digitization
Digital Business Transformation
Digital Business Strategy and Innovation