How to Start the Journey to Level Up your Financial Planning & Analytics Processes

Level Up your Financial Planning & Analytics Processes
Written by Heather L. Cole, April 25th, 2024

Let me tell you a story...

Once upon a time, there was a struggling named Excel Power User who dreamed of becoming a respected finance professional.

Every day they thought about nothing else but improved financial planning & analytics processes and how to stop data chasing.

But after a while, Excel Power User started to doubt if their improved planning process goals were just a daydream.

One day Excel Power User overheard  Mr. Broken Processes saying there was no way Excel User would ever gain the respect of executives!

Excel Power User was so mad they could barely see straight and resolved to succeed with improved planning processes no matter what it took!

Unfortunately, reality quickly set in for Excel Power User.

They were confronted by critical questions, including: how do I fix our budgeting and planning processes?

They also had to face the fact that everywhere they turned there were broken spreadsheets and data links.

Finally, they needed to get past the false belief that they would never have enough time.

But, despite all that, they were determined to connect the strategic plan with the planning and budgeting process.

Then, as if by chance, Excel Power User discovered the Evaluating your Planning Processes & Tools Program video , and things changed fast.

They discovered Steps to Review The Current Processes, Steps to Evaluate Planning and Budgeting Software, and how to get IT buy-in for their initiatives.

Before they knew it, Excel Power User had become a respected finance professional who understands the secrets of "How to Start the Journey to Level Up your Financial Planning & Analytics Processes”  so that it aligns with the strategy of the executive team and is viewed with significant importance.

So, if you view yourself as the “Excel Power User” in this story and would like to discover a faster path to success, we have a program for you.  After working in the budgeting and planning software space helping hundreds of clients evaluate your processes and tools to level up their planning, Heather Cole has created the Evaluating Your FPA Processes and Tools Program.  It’s a series of self-paced videos and checklists that help you look like a rockstar in your organization.    This program costs you nothing but your time and commitment to making a difference.

To access the Program just register here.

Not sure, and not ready to commit to a “program” no problem. 

Would it help to have a 20-minute call with someone who has walked in your shoes?  Someone who knows the challenges you face in initiating corporate change and the struggles you have to get the executives to understand the importance of having a robust, agile process.  You don’t have to go it alone!

So, click here to schedule a complimentary 20-minute FPA Next Steps call with one of our experts.

If you have questions, you can email us at

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