Budgeting Project support overview

We’ll help you to tackle your critical challenges Sample projects Illustrative questions finance leaders seek to answer Benchmark budget performance How long and detailed is our budget process compared to peers? What are the best ways to think about the effectiveness of our budget process? Improve budget process efficiency What are the best ways to reduce time and effort in budgeting? What tools can help us increase the efficiency of the budget process? Introduce drivers into the budget process How do we identify the right set of drivers to use in the budget process? How should we phase in the use of drivers? Use zero-based budgeting effectively What lessons have peers learned from using zero-based budgeting? What are the different ways of doing zero-based budgeting? Integrate budgeting with forecasting and planning Can we use a rolling forecast to set budgets more quickly and easily? How have companies integrated budgeting with long-term financial planning?

Tailored expertise and resources deliver impact in the areas crucial to your success Benchmark your budget process Upgrade your budget process Stay ahead of the latest trends How does my budget process stack up? How do we plan and execute our budget changes fast and right? How do I keep my finance function moving forward? Identify the ideal state of your budget process using these process benchmarks Understand best practices in budgeting with this presentation See how the best companies implement multiple budgeting models in this study Gather internal benchmarks on budget process performance with this diagnostic Assess your misconceptions about budget process improvement with this blog Introduce drivers into your budget process with this Ignition Guide Secure buy-in for budget process changes with this playbook Reduce the burden of budgeting with the aid of this research Improve your approach to budget assumption management using this best- practice case study Understand trends in technology using Gartner expert research Anticipate future technology capabilities using this white paper Learn about trends in driver-based budgeting with this webinar Spot opportunities to align budget models with business areas using this research Get ahead of issues by understanding peer experiences with zero-based budgeting via this presentation

Your first 90 days as a client (Illustrative) Month 1 Month 2 Month 3 Identify the ideal state of your budget process using these process benchmarks Understand best practices in budgeting with this presentation Introduce drivers into your budget process with this Ignition Guide Secure buy-in for budget process changes with this playbook Spot opportunities to align budget models with business areas using this research Get ahead of issues by understanding peer experiences with zero-based budgeting via this presentation Kick off this initiative with your service associate; discuss your challenges and align key resources Launch the Budget Post-Mortem Diagnostic to identify the best process improvement opportunities Review progress with your service associate and create a forward engagement plan With an Executive Advisor™, formulate an action plan based on stakeholder feedback Review progress to ensure continued delivery of the right resources at the right time Discussion: What should be the organizing principles of any budget improvement initiative? Discussion: What are opportunities to streamline the budget process? Discussion: What lessons have others learned when changing budgeting models? Discussion: How are companies reducing manual effort in the budget process? Discussion: What tools can improve our budget process? Budgeting 2020: Improving Cost IQ Credible Forecasting: The Path to More Accurate Business-Level Forecasts Written Research Service Associate Support Analyst & Advisor Inquiries Live Events

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

How we deliver value to your peers “I wanted to understand how our budget compares to others, and what the metrics and drivers are that deliver an appropriate budget. Gartner provided me research that immediately answered my question. The value of this analysis was worth approximately $10k, and the efficiency allowed me to focus on other priorities.” Government Agency

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. connect@gartner.com