Webinar: The Finance Technology Selection Approach of Finext
What are the most important aspects of a Finance Technology Selection approach? Join our 40-minute webinar to learn about our structured vision to selecting consolidation and financial planning software that power the financials in your organization.
The Selection Trap
In the world of Consolidation and Financial Planning, every vendor promises a "single source of truth." But after 10 slick demos, they all start to look the same. Too many organizations fall into the trap of picking the "prettiest" interface rather than the solution that fits their specific consolidation logic or planning needs.
At Finext, we believe a successful selection of a Consolidation or Financial Planning solution starts with the ‘Why’. We help you move past the sales pitches to find a tool that aligns with your vision and simplifies your financial processes.
A Proven 5-Phase Roadmap
In this webinar, Jeroen Beentjes and Willem van Os break down the structured process we’ve used for dozens of successful EPM journeys. We don’t just show you what to do, but how long it realistically takes to do it right:
- Phase 1: Vision (1-2 weeks) – Get leadership on the same page. What is the core purpose of this new tool?
- Phase 2: Requirements (2-4 weeks) – Move beyond generic checklists. Define the business-critical use cases your planning and consolidation require.
- Phase 3: Scan (2-3 weeks) – Narrow the market from a longlist to a shortlist based on your specific industry and technical context.
- Phase 4: Proof (4-6 weeks) – The "deep dive." Use custom demo scripts to see how the software handles your data and your logic.
- Phase 5: Select (2-4 weeks) – Finalize the business case and navigate the selection with total confidence.
Beyond the Features
Selecting the right Consolidation or Financial Planning tool is about more than just software. We will discuss the "hidden" factors that often determine project success:
- Total Cost of Ownership (TCO): Looking past license fees to the cost of maintenance and internal support.
- Ownership Dynamics: How your organizational structure (e.g., Private Equity vs. Family-owned) impacts your software choice.
- The Human Factor: Ensuring the tool fits the way your team actually works.
About Finext Tech Selection
We specialize in helping Finance teams regain control. Our Tech Selection approach is designed for organizations that want to set up their consolidation and planning processes in a smarter, future-proof way. No detours, just honest feedback and a selection process that works.
Practical Details:
- Date: March 19
- Time: 11:00 - 12:00
- Location: our online event platform
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