5 Ways to Optimize Data and Reporting for Budgeting and Planning
To streamline planning ― and provide valuable insights that can drive vital business decisions in an uncertain environment ― you’ll need to access and report on key data in a timely manner.
With budget season just around the corner, finance leaders should act now to improve their budgeting and reporting processes. To streamline planning ― and provide valuable insights that can drive vital business decisions for your financial institution in an uncertain environment ― you’ll need to access and report on key data in a timely manner.
Join Jim Marous of The Financial Brand and Heather Hinchley of Syntellis Performance Solutions for valuable tips and recommendations around:
– Data import processes and frequency
– Ensuring data accuracy
– Data sources and permissions-based access
– Streamlining the reporting process
– Best practice reporting
Key Takeaways:
- Ensure the right data at the right time
- Create good, repeatable processes around data hygiene and validation
- Develop security guardrails through built-in processes
- Streamline the mechanics, allowing more time for value-added analysis
