1. Presenter's Name
Service overview
Gartner for Finance Leaders

2. 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

3. 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

4. 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

5. 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

6. 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 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.

7. 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

8. 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

9. Finance organizational structure
Project support overview

10. We’ll help you to tackle your critical challenges
Sample projects
Illustrative questions finance leaders seek to answer
Benchmark current finance costs
How much should finance cost?
Which areas of finance should be allocated additional resources?
The new finance organization: Structure to broaden the strategy
How does our new organizational structure align with our overall finance strategy?
Do the design principles of the new organizational strategy align with the overall corporate strategy?
Assess the maturity of the finance function
How can we assess the maturity of our subfunctions?
How should we prioritize projects to improve subfunctional maturity?
Get feedback from business partners
How do we capture and incorporate feedback from business partners into our organizational design principles?
How can we clearly communicate the benefits of the new finance organizational design to stakeholders?
How can we overcome resistance to FTE and service changes associated with the new finance organizational design?
Get buy-in from stakeholders on the new organizational structure

11. Tailored expertise and resources deliver impact in the areas crucial to your success
Benchmark the finance structure
Upgrade your finance structure
Stay ahead of the latest trends
How does my finance organizational structure stack up?
How do we plan and execute in finance fast and right?
How do I keep my finance function moving forward?
Analyze finance cost, head count and process efficiency in the Finance Performance Benchmark Suite
Assess finance process maturity using the Ignition Diagnostic
Gather facts on how peers address key finance organizational design issues
Collect feedback from business partners using our Business Alignment Tool
Understand the expanding role of centers of excellence
Review your finance organizational structure with this Ignition Guide
Follow our guidelines on redesigning finance roles for value creation
Utilize our collection of member-donated finance organizational structures
Avoid duplicative work by utilizing our Scope of Activities Benchmarks
Optimize reporting relationships based on our Span of Control Benchmarks
Ensure that finance is aligned with business partner needs
Differentiate responsibilities between the corporate center and BU finance teams
Redesign FP&A roles based on our centralization decision framework tool
Evaluate the benefits and challenges of centers of process excellence (CoPEs)
Update the finance organizational structure to allow improved career mobility

12. Your first 90 days as a client (Illustrative)
Month 1
Month 2
Month 3
Review current organizational structure with this Ignition Guide
Analyze cost, head count and process efficiency in the Finance Benchmark Suite
Anticipate future business needs like John Deere, T. Rowe Price, CUNA Mutual and others, as outlined in this topic center
Consider resource allocation to build high-performing FP&A and accounting teams
Evaluate the impact of increased career mobility
Kick off this initiative with your service associate; discuss your challenges and align key resources
Launch our benchmark to evaluate spend, structure and performance
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: What are the major finance organizational design trends?
Discussion: How can we redesign finance to better support business partners?
Benchmark results: In what areas should we (de)invest resources?
Discussion: What are the change management considerations associated with organization redesign?
Annual Executive Retreat: Improving the Finance-Business Partnership
Finance Roundtable: Finance Talent for the Future
Written Research
Service Associate Support
Analyst & Advisor Inquiries
Live Events

13. How we deliver value to your peers
“Using CEB (now Gartner) resources, we cut the time needed to restructure the finance organization in half, and we achieved a high-quality outcome.”
Ivan Duvnjak
CFO
Bariatrix Nutrition Inc

14. 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.