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  • Finance Analytics Institute

    BUSINESS PARTNER ASSESSMENT & BENCHMARKING

ANALYTICS BUSINESS PARTNER & BENCHMARK REPORT

A common mistake with the Traditional Benchmark approaches is they look at rations like ‘Finance Expenses to Company Revenue’ which doesn’t tell if Finance provide high or low value as a business partner. The Finance Analytics Institute™ has developed a unique Next Generation Benchmark approach to evaluate the The Value Creation for you as an individual as well as for your entire organization.

Through our extensive database we can benchmark your Finance organization against the Finance community at different levels like job title, region, size, and industry. Utilizing our far-reaching Survey framework, we are the world leader in helping clients establish the baseline, measure their gaps and develop a roadmap for on-going progression towards their Business Partnering vision.

Details of Assessment & Benchmarking

A detailed description of the Assessment and Benchmark can be found here:

Price & Registration 

The price for the selected survey is dependent on the number of participants. The table below gives several markers for guidance.

Number of Participants

Benchmark Report (USD)

5

$4,999

10

$5,999

20

$7,999

50

$13,999

100

$19,999

Click the button below to start the benchmarking process!

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    BUSINESS PARTNERING ASSESSMENT & BENCHMARKING
    https://analyticsacademyvideos.s3-us-west-1.amazonaws.com/Assessment+and+Benchmarking.mp4
    SYSTEMATIC THINKING
    https://analyticsacademyvideos.s3-us-west-1.amazonaws.com/Module+3_Summary.mp4
    Module 8 Summary

    This module instructs on the use of statistical drivers for better planning, forecasting, product portfolio management, and flex budgeting. We start by reintroducing the concept of Systematic Thinking™ to reinforce the concept, then work through building a model with sample data. From this basis we’ll start to explore your data to find statistical drivers and their application in your business. We’ll incorporate drives for efficiency analysis and correlations in supply-chain, sales, and middle-of-the P&L cost management.

    This Module will enable you to be hands-on with the premiere Aurora LightZ™ AI-Enabled analytics tool. LightZ intuitive Excel style interface means fast adoption and its built-in AI-Enabled analytics automatically finds insights in the data so you don’t have to be a data scientist or need IT support.

    A LightZ version will be available for free for the students after the academy!

    Module 7 Summary

    This module educates on the use of advanced analytics concepts to become an expert modelers who predict future outcome and simulate future ranges of outcome.

    With a combination of Scenario Analysis, Predictive Analytics and Monte Carlo Simulation the participants will learn how to build budget or long range models that provides unbiased outcome and allow the participants to have a probabilistic discussion with its decision makers.

    The module is a combination of lecture, demo’s and case studies and will teach how to improve forecasting, budgeting and long range planning through the use of advanced analytics techniques.

    Module 6 Summary

    This module provides the strategic framework to advance your organization from a hindsight looking reporting center to a forward looking Analytics Powerhouse from developing your soft and hard skillset.

    The participants will get grounded on how to build an analytics culture into their business partnering approach as well as understanding the emerging skillset and toolbox required to become a world class Analytics Business Partner.

    The module is a combination of lecture, case studies and full class workshops where students will bring back home a proven framework to start their transformation towards world class business partnering in the 2020s.

    But before starting that journey it is important to understand where you are today and where you aspire to be in the future. Each student will receive an individual assessment containing…

    1. Readiness… to build an analytics culture
    2. Capabilities… skillset and toolbox for world class partnering

    …describing where they are today and lay out the journey for how you get to where they want to be in the future.

    Module 5 Summary

    Are you drowning in data but starving for insight? This module takes the students through an analytics journey starting with an understanding of basic statistics and how to apply the right techniques to generate insight and foresight that business stakeholders use for data driven decisions.

    The module is a combination of lecture and demo’s, where students will learn Diagnostic Analytics techniques (Correlations, Clusters, etc.) to find deeper patterns in data to generate real insight. From there the module will further advance into Predictive Analytics to understand the concept of unbiased forecasting to challenge the business stakeholders on their future projections.

    We will end the module with an understanding and demo of the power of AI-Enabled Analytics to find insight from Big Data Analytics, that you cannot find in excel, Data Visualization Tools or Desktop statistical tool.

    Module 4 Summary

    Start transforming your career today by learning AI-Enabled analytics for forecasting, predicting, reporting, and analysis to find insights not available from spreadsheets, BI, visualization, and budgeting tools that will elevate your skills and enhance your career advancement.

    This module has four parts.

    1) You will join other participants to learn the basics of Systematic Thinking™ to exploit data and LightZ fundamentals.

    The next three classes are 1:1 sessions with an instructor using your data to train you how to build, change, and load data into models and the features of forecasting, prediction, and reporting to gain insights.

    2) You will experience, first-hand, the insights available from analytics with your own data. You will bring your own data for applications of statistical drivers for planning and flex budgeting, demand planning, forecasting, supply-chain disconnects, correlations with leading indicators, trend predictions, product portfolio management, promotion timing, predictive sales closures, etc.

    3) You will gain much deeper insights into your own data by using One-Touch™ AI forecasting and learn how to approach forecasting to obtain the highest levels of reliability.

    4) We’ll further explore your own data with predictive reporting with correlations and leading indicators, charting, and dashboarding then introduce statistical forecasting, and statistically significant drivers for planning, normalizing comparisons, and finding revenue opportunities.

    This module will enable you to be hands-on with the premiere Aurora LightZ™ AI-Enabled analytics tool that will be available in a free version for the students after the academy too.

    Module 3 Summary

    Insights come from an ability to think about how to approach data analysis. There are many sources of data. ERP, CRM, BI, EPM, POS to name a few. However, Finance, Ops, Sales, Marketing, Business Analytics, and support groups like Strategy, IT and HR that need to analyze data are challenged to exploit these data sources to uncover insights for better decisions because of two predominate reasons;

    1. They are relegated to spreadsheets that limit the size of the data and analytics that can be productively performed.
    2. Its personnel lacks the skills to systematically approach the analysis of data.

    This course is focused on the latter weakness to enable students to think “systematically” to exploit data for high value insights, regardless of the tool being used. Systematic thinking also extends to assembling/cleaning data that’s needed to make meaningful analyses. This course will further provide basics in AI and ML, tools and techniques for unbiased forecasting and budgeting throughout finance and operations.

    Module 2 Summary

    This module takes the students on an analytics journey on how to transform data to insights and telling the “compelling” story that business stakeholders use for data driven decisions. The module will also cover the importance of benchmarking and describe how to “sell” the analytics culture to stakeholders.

    You can only go so far with Excel, after which other tools for deeper insights are required. We explore tools and techniques for deeper insight, better forecasting, as well as, practical examples of advanced analytics for data driven decisions.

    If you cannot tell a “story” that leads to a decision it is worth nothing. Too often, too much time is spent to make “pretty” dashboards that add no value to decisions, or produce statistical reports that confuse executives. We will explore a framework to tell a “story” that gives insights without overwhelming with details or complexity.

    When advancing hard and soft skills like insightful analytics and storytelling it is crucial to understand ‘where you are’ today and ‘where you aspire to be’ in the future. As such, this session provides each student with a very unique hard and soft skill assessment and benchmark for its capabilities as an Analytics Business Partner.

    When starting the analytics journey you need to gain buy-in from your leader or business stakeholders. We will end the module by providing the framework for how to “sell” the ‘Culture of Analytics for Data Driven Decisions’.

    Module 1 Summary

    Many executives and managers have a vision for analytics, however, the implementation often eludes or delays due to a lack of details or the ability to express to others the cross-connections and value propositions.

    The Academy will crystallize and articulate the Roadmap to implement an analytics culture for data driven decisions to give clarity and voice to the four main components of Mindset, People, Process, and Systems. These components must align for a successful analytics implementation.

    You’ll learn to know and avoid the common mistakes and misconceptions to establish an analytics culture; understand the applications of advanced analytics, predictions, forecasting, AI, and ML; see the linkage of data and decisions; measure yourself against best practices and the ROI of successful analytics; and come to realize that analytics is not hard, long, or expensive… It is simply disciplined.

    https://jpkgroupsummits.com/analytics/wp-content/uploads/sites/2/2020/12/Implementing-Analytics-Culture_Clip.mp4
    STORYTELLING WITH ANALYTICS
    https://jpkgroupsummits.com/analytics/wp-content/uploads/sites/2/2020/12/Storytelling-with-Analytics_Clip.mp4
    HOW TO START WITH ANALYTICS
    https://jpkgroupsummits.com/analytics/wp-content/uploads/sites/2/2020/12/How-to-Start-with-Analytics_Clip.mp4
    AUTOMATE & ELEVATE REPORTING WITH ANALYTICS
    https://jpkgroupsummits.com/analytics/wp-content/uploads/sites/2/2020/12/Automate-and-Elevate-Reporting-with-Analytics_Clip.mp4

    8 Core Credits
    $499/person

    There are many sources of data.  ERP, CRM, BI, EPM, POS to name a few.  However, Finance, Ops, Sales, Marketing, Business Analytics, and support groups like Strategy, IT and HR that need to analyze data are challenged to exploit these data sources to uncover insights for better decisions because of two predominate reasons; (1) they are relegated to spreadsheets that limit the size of the data and analytics that can be productively performed, and (2) its personnel lacks the skills to systematically approach the analysis of data.  This course is focused on the latter weakness to enable analysts, managers, and directors to think “systematically” to exploit data for high value insights, regardless of the tool being used.  Systematic thinking also extends to assembling/cleaning data that’s needed to make meaningful analyses.  This course will further provide basics in AI and ML, tools and techniques for unbiased forecasting and budgeting throughout finance and operations, and applications of advanced analytics in business.

    If you are responsible for analyzing data and providing insights for data driven decision making, you will gain the necessary knowledge by attending this module.

    Register to View Module 2

    8 Core Credits
    $499/person

    This module builds the needed “take home” capabilities to utilize and implement analytics. We start with the “How To” implement your first analytics project then to tackle the first issue of gaining bandwidth for analytics by cutting the 65% to 85% of time currently spent on data capture and report compilation. Next, you can only go so far with Excel, after which other tools for deeper insights are required. We explore tools and techniques for unbiased forecasting, as well as, practical examples of advanced analytics for better decisions throughout finance and operations that increase forecast accuracy and forecast horizon. We will also develop skills to tell a “story” to decision makers. Too often, too much time is spent to make “pretty” dashboards that add no value to decisions, or produce statistical reports that confuse executives. Through group interactive exercises, we’ll develop the framework to tell a “story” that gives insights without overwhelming with detail or complexity, and how to “sell” the culture of analytics for data driven decisions.

    The analytics workshop will enable you to be hands-on with the premiere Aurora LightZ™ AI-Enabled analytics tool. LightZ intuitive Excel style interface enables development of examples of storytelling with analytics.

    If you are responsible for analyzing data and delivering insights you will gain necessary knowledge by attending this module.

    Register to View Module 3

    8 Core Credits
    $499/person

    Many executives and managers have a vision for analytics, however, the implementation often eludes or delays due to a lack of details or the ability to express to others the cross-connections and value propositions.  The Academy will crystallize and articulate the Roadmap to implement an analytics culture for data driven decisions to give clarity and voice to the four main components of Mindset, People, Process, and Systems.  These components must align for a successful analytics implementation.  You’ll learn to know and avoid the common mistakes and misconceptions to establish an analytics culture; understand the applications of advanced analytics, predictions, forecasting, AI, and ML; see the linkage of data and decisions; benchmark where you are and what you aspire to be; measure yourself against best practices and the ROI of successful analytics; and come to realize that analytics is not hard, long, or expensive . . . it is simply disciplined.

    If you are responsible for setting the strategy behind the Roadmap and Culture of Analytics in your organization, you will gain the necessary knowledge by attending this module.

    Register to View Module 1
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