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Are There Planning
Analytics in Your Future?
How advanced analytics can grow your
business today
Tripp Braden, Strategic Performance Partners
614-849-2237
Predicting rain doesn't count. Building arks does.
- Warren Buffett
Tripp Braden Strategic Performance Partners 614-849-2237
What’s Changing Financial Planning?
• The future is not repeating the past
• Frequent disruption changing industries quickly
• Increasing global competition impacts markets faster
• Advanced technology is changing clients’ expectations
• Increasing regulatory involvement
• Multi-generational workforce changing employer/employee relationships
Tripp Braden Strategic Performance Partners 614-849-2237
Current Planning Challenges
• Low value activities take up to 50% of financial leaders’ time
• Planning process is a annual process for many organizations
• Plans become outdated very quickly
• Inability to look at larger volume of information created through multiple sources
of data
• Limited ability to collaborate across departments to create better financial plans
• Current technologies have limited capabilities to support more agile business
strategies
Tripp Braden Strategic Performance Partners 614-849-2237

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Digital disruption has revolutionized the sales and marketing landscape--72% of buyers use social media to research before making a purchase, and 81% of buyers are more likely to engage with a strong professional brand. To reach buyers, sales and marketing teams must align themselves to create a compelling social media presence.

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Financial Planning Process Should:
• Sharpen and define organization’s mission and focus
• Eliminate the need to remake the same decisions over and over
• Ensure that resources and activities are aligned with business strategy
• Provide objective criteria that ensures business goals are being achieved
• Allow for increased agility so organizations can seize new growth
opportunities
Tripp Braden Strategic Performance Partners 614-849-2237
Cognitive analytics provide accelerated decision making that
enables faster identification of new threats and opportunities.
-Tripp Braden
Strategic Performance Partners
Tripp Braden Strategic Performance Partners 614-849-2237
Better Planning, Smarter Organizations
• Allow leaders to focus on critical factors contributing to the organization’s success
• Deliver timely, reliable plans and forecasts
• Analyze situations to see deviations between plans and results
• Align operational and financial plans with strategic objectives
• Improve collaboration and communication with a wider range of stakeholders
• Enhance decision making by enabling leaders to identify, analyze, and forecast the
impact of changes in real time
Tripp Braden Strategic Performance Partners 614-849-2237
Why Companies Use Advanced Analytics
• Better decision making based on data - 49%
• Better enablement of key strategic initiatives - 16%
• Better relationships with customers and business partners - 10%
• Better sense of our risk and better ability to react to changes in economic environment - 9%
• Better financial performance of the organization - 9%
• Better capability to respond to buying trends in the marketplace - 5%
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Tripp Braden Strategic Performance Partners 614-849-2237

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Planning Analytics Help Understand Customers
• Who are our primary customers?
• Who are our new customers?
• What things are changing in our key markets?
• Can we determine profitability by customer?
• Do we know what products and services provide profitable sales and growth?
• What customers should we consider dropping?
• Are there new opportunities emerging for new and profitable growth?
Tripp Braden Strategic Performance Partners 614-849-2237
If you decide that you’re going to do only the things you know
are going to work, you’re going to leave a lot of opportunity on
the table.
- Jeff Bezos
Tripp Braden Strategic Performance Partners 614-849-2237
Is your financial planning process engaging your
organization’s leaders?
• What have we learned?
• Where do we focus our efforts?
• What should be done differently?
• What needs to be done to achieve our growth goals?
• Is this information being shared with critical decision makers quickly?
• Do you provide actionable information that can help leaders seize new
opportunities?
• Does the planning process empower leaders to make better decisions, faster?
Tripp Braden Strategic Performance Partners 614-849-2237
Planning Analytics Make Better Decisions,
Faster
• Incorporates scorecards and dashboards that allow us to better understand what is
going on in our company
• Uses KPIs that match your unique business situation and then communicate what
information means
• Allows us to manage a larger quantity of data faster to allow for better decisions
• Provides increasing flexibility in how we organize and evaluate what information we
have
• Asks questions with a natural language interface to provide you the answers you
need
Tripp Braden Strategic Performance Partners 614-849-2237

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The document is a sales playbook from Balderton Capital that provides guidance for founders and executive teams on building an efficient B2B sales team. It covers topics such as optimal sales structure, compensation plans, pipeline generation, and key metrics. The playbook is intended as a comprehensive guide for everything a founder needs to know about building and managing an enterprise sales function.

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This document discusses how measuring customer happiness through Net Promoter Score (NPS) can drive business growth. It notes that NPS is the best leading indicator to predict growth and that companies with higher NPS outgrow competitors twice as fast. It emphasizes that survey design is key to gathering actionable insights and looking for patterns in customer feedback. Lastly, it states that achieving great success with NPS requires extraordinary effort and that automation can help power customer experience programs.

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Selling Account-Based Marketing (ABM) Internally To Your Organization
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I think it's very important to have a feedback loop, where
you're constantly thinking about what you've done and how
you could be doing it better.
- Elon Musk
Tripp Braden Strategic Performance Partners 614-849-2237
Planning Analytics Provide Insights
• How do you share information with key leaders within the organization?
• Can your current planning process provide you with multiple options and scenarios?
• Does your current planning process support your growth strategies?
• Does your planning process allow customer-facing managers the ability to share
their knowledge across the organization?
• Does it allow financial and business managers to manage business more actively?
Tripp Braden Strategic Performance Partners 614-849-2237
How do you learn more about
planning analytics?
Want to learn more about planning analytics? Learn more about IBM Financial Planning and Analysis and
sign up for a free trial here.
Just stay tuned here. When I return from the 2016 World of Watson conference, I’ll share my insights and
new knowledge here and at Market Leadership Journal. For leaders that want information on managing and
leading their smarter teams, go to Developing Serving Leaders.
If you’re looking for help recruiting and building a great team, contact me at 440-293-8811 or
tbraden@marketleadership.net
Tripp Braden Strategic Performance Partners 614-849-2237

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Are there planning analytics in your future?

  • 1. Are There Planning Analytics in Your Future? How advanced analytics can grow your business today Tripp Braden, Strategic Performance Partners 614-849-2237
  • 2. Predicting rain doesn't count. Building arks does. - Warren Buffett Tripp Braden Strategic Performance Partners 614-849-2237
  • 3. What’s Changing Financial Planning? • The future is not repeating the past • Frequent disruption changing industries quickly • Increasing global competition impacts markets faster • Advanced technology is changing clients’ expectations • Increasing regulatory involvement • Multi-generational workforce changing employer/employee relationships Tripp Braden Strategic Performance Partners 614-849-2237
  • 4. Current Planning Challenges • Low value activities take up to 50% of financial leaders’ time • Planning process is a annual process for many organizations • Plans become outdated very quickly • Inability to look at larger volume of information created through multiple sources of data • Limited ability to collaborate across departments to create better financial plans • Current technologies have limited capabilities to support more agile business strategies Tripp Braden Strategic Performance Partners 614-849-2237
  • 5. Financial Planning Process Should: • Sharpen and define organization’s mission and focus • Eliminate the need to remake the same decisions over and over • Ensure that resources and activities are aligned with business strategy • Provide objective criteria that ensures business goals are being achieved • Allow for increased agility so organizations can seize new growth opportunities Tripp Braden Strategic Performance Partners 614-849-2237
  • 6. Cognitive analytics provide accelerated decision making that enables faster identification of new threats and opportunities. -Tripp Braden Strategic Performance Partners Tripp Braden Strategic Performance Partners 614-849-2237
  • 7. Better Planning, Smarter Organizations • Allow leaders to focus on critical factors contributing to the organization’s success • Deliver timely, reliable plans and forecasts • Analyze situations to see deviations between plans and results • Align operational and financial plans with strategic objectives • Improve collaboration and communication with a wider range of stakeholders • Enhance decision making by enabling leaders to identify, analyze, and forecast the impact of changes in real time Tripp Braden Strategic Performance Partners 614-849-2237
  • 8. Why Companies Use Advanced Analytics • Better decision making based on data - 49% • Better enablement of key strategic initiatives - 16% • Better relationships with customers and business partners - 10% • Better sense of our risk and better ability to react to changes in economic environment - 9% • Better financial performance of the organization - 9% • Better capability to respond to buying trends in the marketplace - 5% Deloitte Analytics Advantage Tripp Braden Strategic Performance Partners 614-849-2237
  • 9. Planning Analytics Help Understand Customers • Who are our primary customers? • Who are our new customers? • What things are changing in our key markets? • Can we determine profitability by customer? • Do we know what products and services provide profitable sales and growth? • What customers should we consider dropping? • Are there new opportunities emerging for new and profitable growth? Tripp Braden Strategic Performance Partners 614-849-2237
  • 10. If you decide that you’re going to do only the things you know are going to work, you’re going to leave a lot of opportunity on the table. - Jeff Bezos Tripp Braden Strategic Performance Partners 614-849-2237
  • 11. Is your financial planning process engaging your organization’s leaders? • What have we learned? • Where do we focus our efforts? • What should be done differently? • What needs to be done to achieve our growth goals? • Is this information being shared with critical decision makers quickly? • Do you provide actionable information that can help leaders seize new opportunities? • Does the planning process empower leaders to make better decisions, faster? Tripp Braden Strategic Performance Partners 614-849-2237
  • 12. Planning Analytics Make Better Decisions, Faster • Incorporates scorecards and dashboards that allow us to better understand what is going on in our company • Uses KPIs that match your unique business situation and then communicate what information means • Allows us to manage a larger quantity of data faster to allow for better decisions • Provides increasing flexibility in how we organize and evaluate what information we have • Asks questions with a natural language interface to provide you the answers you need Tripp Braden Strategic Performance Partners 614-849-2237
  • 13. I think it's very important to have a feedback loop, where you're constantly thinking about what you've done and how you could be doing it better. - Elon Musk Tripp Braden Strategic Performance Partners 614-849-2237
  • 14. Planning Analytics Provide Insights • How do you share information with key leaders within the organization? • Can your current planning process provide you with multiple options and scenarios? • Does your current planning process support your growth strategies? • Does your planning process allow customer-facing managers the ability to share their knowledge across the organization? • Does it allow financial and business managers to manage business more actively? Tripp Braden Strategic Performance Partners 614-849-2237
  • 15. How do you learn more about planning analytics? Want to learn more about planning analytics? Learn more about IBM Financial Planning and Analysis and sign up for a free trial here. Just stay tuned here. When I return from the 2016 World of Watson conference, I’ll share my insights and new knowledge here and at Market Leadership Journal. For leaders that want information on managing and leading their smarter teams, go to Developing Serving Leaders. If you’re looking for help recruiting and building a great team, contact me at 440-293-8811 or tbraden@marketleadership.net Tripp Braden Strategic Performance Partners 614-849-2237