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Corporate Performance Management | Maturity Assessment

CCH Tagetik is committed to meeting the ever-evolving needs of modern finance. This short survey, which is part of our ongoing market research, will provide a “snapshot” of where companies in the Benelux region are in terms of CPM maturity.

The survey should take no more than 10 minutes to complete. All those who participate will receive in due course a complimentary white paper analyzing the results. But most importantly, each participant will get an assessment of where his or her company stands on the CPM maturity curve, as well as an opportunity to discuss results with one of our CPM experts.

Thank you for participating.

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* 1. Please fill in your personal information below.

Name:

Company:

Country:

Job Description:

Email:

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* 2. Within our organization, we all work on the same report.

Never

Sometimes

Often

Always

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* 3. We have an integrated planning and control cycle.

Partly

Mostly

Yes

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* 4. Forecasting is done in a structured, scheduled manner.

Ad hoc forecasting

Structured, but not regular

Yes

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* 5. We plan ahead.

1 Year

1-3 Years

>5 Years

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* 6. In our organization, Excel is the tool of choice.

Yes

Mostly

Sometimes

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* 7. We only use Excel as a tool for personal calculation in our organization.

Sometimes

Mostly

Yes

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* 8. We budget both top-down and bottom-up.

Sometimes

Mostly

Yes

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* 9. We work with a rolling forecast instead of a traditional budget.

Yes

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* 10. I trust the data our systems provide.

Sometimes

Mostly

Yes

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* 11. Executives and business users trust the data provided by our systems.

Sometimes

Mostly

Yes

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* 12. We routinely perform predictive analytics for planning and decision support.

Sometimes

Often

Always

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* 13. We have a single point of truth for reporting.

Sometimes

Often

Yes

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* 14. We use 'forecasting' as a way to make strategic decisions.

Rarely

Sometimes

Often

Always

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* 15. We use an integrated system for both consolidation and budgeting and planning.

No, use Excel

Use point solutions

Use several databases

Yes

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* 16. In our organization, strategic decisions are based primarily on “gut instinct.”

Yes

Often

Rarely

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* 17. We can perform monthly consolidations within a week or less.

Hard work to achieve this

Easily done

Completely automated

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* 18. We use consolidation data for our budgeting, planning and forecasting processes.

Yes

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* 19. We have insight into our current cash flow position whenever needed.

Some insight with difficulty

Some insight when needed

Detailed insight as needed

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* 20. Our consolidation, budgeting and planning data is stored in different databases.

Yes

No, one database

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* 21. We budget based on Business Drivers.

Limited use

Mostly

Comprehensive use

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* 22. Sometimes, I cannot continue my work because someone else is editing my document.

Yes

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* 23. In our organization, strategy is aligned with financial planning.

Limited alignment

Mostly aligned

Comprehensively aligned

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* 24. End users are able to make and maintain their own reports (self service).

Limited

Mostly

Yes

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* 25. Our CPM system is used by corporate and finance users, as well as business users.

No, finance only

Corporate and top management

Users with P&L responsibility

Yes

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* 26. Our budget owners feel responsible for their (own) budgets, even in the event of adjustments executed by holding or group finance department.

Somewhat

Mostly

Yes

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* 27. Our intercompany coordination is a significant factor for the lead time required for closing and reporting.

Yes

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* 28. We report on financial and non-financial data from the same system.

Financial data only

Limited non-financial data

Yes, but different systems

Yes, we do integrated reporting

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* 1. Please fill in your personal information below.

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* 2. Within our organization, we all work on the same report.

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* 3. We have an integrated planning and control cycle.

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* 4. Forecasting is done in a structured, scheduled manner.

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* 5. We plan ahead.

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* 6. In our organization, Excel is the tool of choice.

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* 7. We only use Excel as a tool for personal calculation in our organization.

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* 8. We budget both top-down and bottom-up.

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* 9. We work with a rolling forecast instead of a traditional budget.

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* 10. I trust the data our systems provide.

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* 11. Executives and business users trust the data provided by our systems.

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* 12. We routinely perform predictive analytics for planning and decision support.

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* 13. We have a single point of truth for reporting.

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* 14. We use 'forecasting' as a way to make strategic decisions.

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* 15. We use an integrated system for both consolidation and budgeting and planning.

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* 16. In our organization, strategic decisions are based primarily on “gut instinct.”

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* 17. We can perform monthly consolidations within a week or less.

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* 18. We use consolidation data for our budgeting, planning and forecasting processes.

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* 19. We have insight into our current cash flow position whenever needed.

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* 20. Our consolidation, budgeting and planning data is stored in different databases.

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* 21. We budget based on Business Drivers.

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* 22. Sometimes, I cannot continue my work because someone else is editing my document.

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* 23. In our organization, strategy is aligned with financial planning.

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* 24. End users are able to make and maintain their own reports (self service).

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* 25. Our CPM system is used by corporate and finance users, as well as business users.

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* 26. Our budget owners feel responsible for their (own) budgets, even in the event of adjustments executed by holding or group finance department.

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* 27. Our intercompany coordination is a significant factor for the lead time required for closing and reporting.

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* 28. We report on financial and non-financial data from the same system.

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* 29. Do you have any thoughts or experiences on performance management you’d like to share? If so, please add your comments here.