FP&A Tool Selection

FP&A Tool Selection

As Financial Planning & Analysis teams grow in complexity and responsibility, relying solely on spreadsheets can lead to inefficiencies, errors, and missed insights. This course provides a comprehensive guide to identifying when it’s time to transition to a planning tool, understanding the core features of FP&A software, and navigating the fragmented vendor landscape. You’ll learn how to define project requirements, run a structured RFP process, evaluate vendors, and select a tool that aligns with your company’s goals and future growth.

Learning Objectives

By the end of this course you will be able to:

• Identify the different methods for segmenting the FP&A software tools market and comparing the different tools in the marketplace.
• Analyze and compare the different types of tools in the FP&A software marketplace.
• Define the steps necessary to prepare for selecting an FP&A software tool.
• Identify the key steps in building an RFP.

Who should take this course? 

This course is ideal for FP&A professionals, finance managers, and business leaders responsible for budgeting, forecasting, or financial transformation. It’s especially valuable for those looking to modernize their planning processes and drive strategic decision-making in their organizations.