Technology

Opinion

Using agile planning to return to growth

Having a fully integrated, bottom-up and agile 12-month plan enables you and your team to react quickly when something like the pandemic comes your way. 

By Darrell Cox • Sept. 18, 2020

Collaboration integral to operations, Red Hat CFO says

Finance undergirds policy decisions in a company that defines itself by open processes, finance chief Laurie Krebs says. 

By Robert Freedman • Aug. 28, 2020

Explore the Trendline➔

Trendline

Robotic Process Automation

Executives recognize robotic process automation (RPA) for its benefits but also widely misunderstand it. Here's a picture of the technology's capabilities and how to include it in your organization's processes.

By CFO Dive staff

Opinion

Real-time planning helps CFOs answer pandemic-critical 'what if' questions

To forecast today, think in shorter time horizons, identify how COVID-19 changes your business drivers, use large amounts of quality data to weigh "what if" scenarios, and create agile processes, specialists say. 

By Paul Prendergast and Patrick Picha • Aug. 27, 2020

Opinion

3 tips for CFOs looking to migrate to a subscription pricing model

Tip one: Resist moving revenue recognition outside of your ERP, otherwise you decrease visibility into the success of your subscription model and create reporting, tracking and compliance problems. 

By Katrina Gosek • Aug. 19, 2020

CFO helped Rekor boost cash with mid-pandemic divestitures

The company didn't let disruption impede its strategy to focus on a technology that's ripe for expansion into the private sector.

By Robert Freedman • Aug. 19, 2020

Pandemic-hit companies can still raise capital, investor says

The key is to give an inside look at your data to help bridge a widening trust gap without in-person meetings.  

By Robert Freedman • Aug. 18, 2020

Opinion

Making recovery audits part of your source-to-pay process

Invoicing errors chip away at margins, eventually turning into large losses, which recovery audits can help address.

By Mark Irwin • Aug. 13, 2020

Amid remote work, CFOs expected to impart digital change

Fifty-eight percent of CFOs believe the finance chief is responsible for imparting digital change, but half admit their organizations’ execution of change management is falling short.

By Jane Thier • Aug. 12, 2020

Workplace SaaS CFO keeps eye on post-COVID growth

The pandemic has hit Envoy's market hard, but CFO Sinohe Terrero is laying the groundwork for the company to thrive when remote workers return to the office.

By Robert Freedman • Aug. 12, 2020

CFO's 13-year tenure 'vital' to COVID-19 leadership

Software company Apptio brought its first product to market during the 2008 recession. CFO Kurt Shintaffer, who's held the position for 13 years, said that experience now shapes Apptio's commercializing strategy.

By Jane Thier • Aug. 07, 2020

Team is everything when joining an early-stage startup as CFO

If the tech talent isn't the right mix and is unprepared to help early customers succeed, the company's long-term prospects might be unpromising.

By Robert Freedman • Aug. 06, 2020

How new visibility led to big cash savings at AT&T

Generating billions of dollars in savings starts with business leaders taking a broader view of how they deploy working capital, Xandr CFO Ray Carpenter says.

By Robert Freedman • Aug. 03, 2020

Pandemic to heighten internal reporting challenges

As staff work remotely, finance leaders are paying an even higher price in opportunity costs to release recurring reports, a reporting software executive says.   

By Robert Freedman • July 31, 2020

COVID-19 accelerating changes in health benefits, specialists say

Employer plans will likely focus more on preventive care and telehealth after the pandemic.

By Robert Freedman • July 30, 2020

CFOs: FP&A and accounting must speak the same language

Poor coordination between backward-looking and forward-looking finance functions eats up time and resources better spent elsewhere. 

By Robert Freedman • July 30, 2020

Building your own SaaS billing system not for the faint of heart

A system that grows as your services and pricing become more complex will be far costlier and take longer than you expect, a consultant says.

By Robert Freedman • July 29, 2020

Capital will flow to companies aiming at post-COVID-19 economy, funder says

Companies that must retool to compete once the pandemic goes away face a steeper hurdle attracting capital.

By Robert Freedman • July 26, 2020

Remote work exposes payment system inefficiencies

Although most organizations want to automate payments, only about 8% have fully done so.

By Robert Freedman • July 22, 2020

Your financial controls probably don't work under today's conditions

With staff remote, executives in survival mode, and hundreds of billions in assistance pouring into the economy, the chances of mistakes and abuse getting past safeguards are heightened, accounting specialists say.

By Robert Freedman • July 14, 2020

Pandemic exposes need to automate finance function amid limited resources

Finance automation has been practical for most organizations for 20 years, but only about 5% are fully vested so far.

By Robert Freedman • July 07, 2020

Opinion

Pandemic planning: The CFO's role translating vision into strategy, execution

In today's environment, is it better to bundle a value-added service or to discount heavily to keep income up? This is the kind of question CFOs must answer to keep their companies nimble. 

By Jason Maynard • July 05, 2020

NetApp investing in go-to-market engine despite uncertainty

The cloud data services company is reallocating its resources to bolster its sales ranks and grow market share. 

By Robert Freedman • July 01, 2020

Trading platform equips SaaS companies to sell subscriptions to investors

L.A.-based start-up Pipe says it provides software firms with an alternative to equity and debt by treating annualized customer contracts as tradable assets.

By Robert Freedman • June 30, 2020

How often should CFOs speak with the board?

Planful CEO Grant Halloran recommends CFOs update their company's board several times a week as financial planning becomes all the more fraught.

By Jane Thier • June 27, 2020

Will closing the books this quarter be harder than last?

Omar Choucair, CFO of financial close software provider Trintech, knows why his clients are struggling and how they can mitigate the difficulties.

By Jane Thier • June 25, 2020