Delivering strategic value from FP&A often requires a company to reimagine their financial planning and analysis processes and systems, and take a new approach to overcome their unique challenges to achieve their business and financial goals. Each company must define its own unique transformational journey, but there are three key best practices that set the stage for a successful journey, and provide the foundation for an FP&A framework that impacts shareholder value.

1. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
FP&A Transformation: Old
School to Activity-Based
Budgeting & Rolling Forecasts

2. Learning Objectives
After attending this event you will be able to:
• Identify key components of the gap in what your
company’s FP&A function is today and what it needs to
be for your company
• Build the value proposition for upgrading the FP&
function at your company and understand how to get
buy-in across departments at your company
• Fortify or establish the foundation of an FP&A framework
that supports business agility for your company

3. Welcome to Proformative
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4. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
FP&A Transformation: Old School to Activity-
Based Budgeting & Rolling Forecasts
Holger Mueller, Vice President and Principal Analyst,
Constellation Research

5. Discussion Agenda
• The Importance of Acceleration
• The Shift
• Holger 3
• Shelter’s Challenges
• Transformational Journey
• Q&A

6. About Holger Mueller, VP &
Principal Analyst at Constellation
Prior to joining Constellation Research, Mueller was
VP of Products for NorthgateArinso, a KKR company.
There, he led the transformation of products to the
cloud and laid the foundation for new Business
Process as a Service (BPaaS) capabilities.
Mueller was also Chief Application Architect with SAP,
working on strategic projects and next-generation
product capabilities.
Prior to that Mueller was VP of Products for FICO,
creating the foundation for the current Enterprise
Decision Management Suite.
In addition, he worked for Oracle in various management
functions both on the application development (CRM, Fusion)
side and business development side.

7. 7
52% of the Fortune 500
firms since 2000 are gone

8. Acceleration measured
75
25
Average age 10
of a company joining the S&P 500
1957 2003 2013

9. The Business Model Shift is Here
• Product companies give
away product for service
revenues.
• Service based businesses
sell experiences at varying
price points and service
levels.
• Experience based
businesses selling
business models
• Business model
companies sell peace of
mind.

10. We Live in Exciting Times…
1950 2014 2020 2050

11. Fundamental Shift in Computing
Constraint Based
Computing
Demand Based
Computing

12. FP&A Transformation: Old School to Activity-
Based Budgeting & Rolling Forecasts
Thank you for your interest in this presentation.
View the on-demand webinar or download the full
presentation at:
www.Proformative.com