Free Finance Management Assessment

Establishing the 'As Is' & 'To Be'

The first step to making significant improvements to your planning and reporting framework is to assess current processes.

The in-depth Company Finance Assessment Workshop by an AIS senior consultant, completely free and without obligation is our starting point to uncovering what’s good and what could be improved to stay ahead of the curve. You get to see illustrations and examples of the CCH Tagetik platform, showcasing the user-friendly interface and capabilities.

 

Areas we will focus on together

▸ Strategic Planning
▸ Budgeting
▸ Forecasting
▸ Consolidation
▸ Reporting and Analysis
▸ Ease of Use
▸ Process Controls
▸ Technology

Areas we will focus on together

▸ Strategic Planning
▸ Budgeting
▸ Forecasting
▸ Consolidation
▸ Reporting and Analysis
▸ Ease of Use
▸ Process Controls
▸ Technology

The Tool we use

The AIS CPM Analyser is a tool launched with the Chartered Institute of Management Accountants (CIMA) to help companies understand which best practices they have adopted and where the gaps are.

It is a fast diagnostic process that has helped our clients:
▸ determine the effectiveness of their processes.
▸ work out high value wins – both short and long term.
▸ provide a road map to bridge this gap

The Tool we use



The AIS CPM Analyser is a tool launched with the Chartered Institute of Management Accountants (CIMA) to help companies understand which best practices they have adopted and where the gaps are.

It is a fast diagnostic process that has helped our clients:
▸ determine the effectiveness of their processes.
▸ work out high value wins – both short and long term.
▸ provide a road map to bridge this gap

The workshop can be arranged across the UK. After completing a short online survey our AIS principal consultant meets with your company’s senior finance people for a 2 hour deep-dive into:
▸ current processes
▸ review best practice benchmark
▸ identify key opportunities
▸ discuss value benefits and costs

Each time we do this, we will find there are numerous areas that can be future-proved but the trick is to be able to focus on those that yield the most benefit for the least cost and least risk for our clients.

Ready to streamline your planning and reporting framework? Get future-ready!

free & no obligation

Ready to streamline your planning and reporting framework? Get your free assessment!

 
 

Free Assessment:

Free Assessment: