Presenter's Name Service overview Gartner for Finance Leaders

Join a network that provides a unique advantage With insights powered by our network, you’ll gain an unparalleled perspective into the challenges and opportunities shaping businesses across functions, regions and industries. 1,400+ finance leaders We support a network of over a thousand finance leaders across three different continents. Clients from 73% of the Global 500 Leaders from small companies to global enterprises rely on us to help them achieve their mission-critical priorities C-suite perspective By working with thousands of CxOs across every major business function, you’ll have a fast and insightful view of critical business trends and their implications for finance Customer Service & Support Finance Human Resources Information Technology Legal & Compliance Marketing & Comms Product and R&D Sales Strategy Supply Chain

The right option, for the short and long term Equip yourself with our finance and technology expertise, peer-based insight and actionable tools to gain an unrivalled platform for planning and executing the finance projects that matter most. Gartner for Finance Leaders Management consultancy Do it yourself A useful source for learning common approaches Time-intensive Uncertain and inconsistent quality of insights and recommendations Best of both: expertise and network-driven insight on best-practice finance solutions Support tailored to your critical priorities — throughout the life cycle of the projects associated with them Exclusive finance leadership meetings and virtual events at no additional cost Easy-to-use tools and guidance to help you execute efficiently High cost Generally limited to on-site engagement Temporary support model Potential bias toward proprietary solutions Lack of peer-based insights or executive meetings

Our priority? Helping you to deliver yours. 1 What are your critical priorities? We align our support to deliver the guidance and resources you need to accomplish your critical priorities. Example priority: “Drive digital transformation” Example initiatives for digital transformation: 2 Which initiatives are crucial to their success? Delivering you priorities will depend on the success of several underlying projects. We’ll work with you on a plan for executing them effectively. “Implement a ‘multi-speed’ budgeting approach to support agile digital initiatives” “Position finance as a digital interface for business data to drive profitable decisions” “Reshape finance’s structure and skillset through RPA- and AI-based innovations” 3 Which people are leading these initiatives? Our solution is designed to support you and the people on your team critical to the delivery of your priorities. 4 What support do they require to succeed? We configure each individual’s service to provide the level of expert guidance and support they require to execute effectively on their personal objectives. Live/Virtual Meetings Diagnostics Benchmarks & Case Studies Research & Best Practices Webinars/ Online Learning Decision Support Advisory and Analyst Inquiry

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

Fuel your decisions with unrivalled finance & technology insight Delivering your critical priorities depends on making the right decisions in an uncertain business environment. Our unique capabilities will help you to make choices that will accelerate your success. Expert, strategic advice Peer-powered insights Robust metrics and data Sometimes, information alone isn't enough. The deep expertise of our global team of +2000 analysts, researchers and advisors will equip you with the strategic guidance to identify, evaluate and implement your finance and technology initiatives with clarity, speed and confidence. Don’t leave your success to chance. Rely on proven solutions based on the successful approaches of hundreds of Finance organizations. Our best practice research, tools and frameworks will help you to save time and reduce uncertainty in the execution of your critical initiatives. The right choices are those which are best-informed. Prioritize resources and solve problems effectively by framing your decisions upon robust data and analytics, in addition to a range of unique performance benchmarks and functional diagnostics.

Fuel your decisions with unrivalled finance & technology insight Delivering your critical priorities depends on making the right decisions in an uncertain business environment. Our unique capabilities will help you to make choices that will accelerate your success. Expert, strategic Advice Peer-powered insights Robust metrics and data “Our primary objective was to save $30M. We received around $100k of value from the research and calls with subject matter experts. Quite frankly, we would have been flying blind without Gartner.” Government Agency “Gartner has been a huge asset by getting access to resources, getting me access to people who have gone through many of the same experiences, and so we're learning from them and sharing best practice.” Consumer Products Firm “Your benchmarking capabilities made a big difference. We drive business performance in a way that we haven’t historically, and that has translated to more profit. The outcome has been very powerful.” Global Food Retailing Firm

An investment that pays dividends Our cost-saving insights and range of benchmarks, diagnostics help our clients to generate significant efficiencies across their functions and wider organization. “Gartner helped me save $100K from just one analyst call. I validate decisions I need to make, and the service saves me and my team time and money on the projects we are tasked with each year.” Finance cost-savings database Zero-based budgeting guide Identify high-potential areas for cost-savings across the organization using this toolkit of over 1000 peer-based examples across ten functions Eliminate unnecessary or redundant activities, align your investments with company strategy, and create a culture of transparency and accountability. Contract review service Market guides Enlist support from an analyst to find savings, build negotiation strategies and avoid fees or clauses that can lead to charges or risks Review the features that differentiate a vendor’s product or service, and their level of effectiveness for every feature, to drive better investment decisions Gartner client Defense Firm

Workplace strategy Project support overview

We’ll help you to tackle your critical challenges Sample projects Illustrative questions CRE leaders seek to answer Measure employee satisfaction What are questions to ask to understand employee satisfaction with the workplace? Can I really measure productivity in the workplace? Educate employees on new space types How do others make sure employees are using the new space created? Track utilization of space What kinds of tools are my peers using to track utilization? What are my peers doing once they know specific space is underutilized? Create a workplace strategy for the future What is the workplace of the future going to look like? How do I ensure that I’m providing space for current needs and planning for the future? What is the new space standard?

Tailored expertise and resources deliver impact in the areas crucial to your success Benchmark your current workplace strategy Upgrade your workplace strategy Stay ahead of the latest trends How do I determine if employees are happy with their current workplace? How do we build a business case for a new workplace strategy? How do we meet the space needs of our changing employee base? Assess employee perspectives of workplace satisfaction and how the workplace contributes to employee performance through our Workplace Impact Assessment Determine how many tiers of the overall CRE design strategy to create using these Workspace Design Tier Guidelines Identify functions that are open to alternative working options through the Mobility Scoping Tool Forecast expected cost savings by comparing current workplace strategy vs. a proposed alternative strategy using the Mobility Business Case Tool Learn what really drives employees to have the right space at the right time and at the right cost, through our best-practice research on the Untethered Workforce Increase employee confidence that new ways of using space will be viewed by peers as acceptable rather than disruptive using the Space Standards and Guidelines Toolkit

Your first 90 days as a client (Illustrative) Month 1 Month 2 Month 3 Determine how many tiers of the overall CRE design strategy to create using these Workspace Design Tier Guidelines Identify functions that are open to alternative working options through the Mobility Scoping Tool Create a process for evaluating employee workplace needs using this Ignition Guide Kick off this initiative with your service associate; discuss your challenges and align key resources Review progress with your service associate and create a forward engagement plan Review progress to ensure continued delivery of the right resources at the right time Discussion: Which types of workplace investments should I be thinking about for the future? Discussion: How do I drive the right types of behaviors in the new space? Discussion: How do we identify which stakeholder groups to pilot a new workplace strategy with? Written Research Service Associate Support Analyst & Advisor Inquiries

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