统一的绩效管理软件

全面的、超越传统的CPM软件，专为财务打造的多合一财务转型平台。

关于企业绩效管理

什么是财务绩效管理？

财务绩效管理又称企业绩效管理，是指公司管理和监控整个组织财务结果的方法。财务绩效管理的主要目的是将实际结果与预算和预测进行比较，并做出相应调整，更好地实现业务目标。

Ventana Research 将财务绩效管理描述为公司一系列能力， 包括“公司的关键绩效指标、制定战略计划和预测、处理绩效报告以及提高全公司的财务运营效率和执行力。”

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什么是财务绩效管理软件?

财务绩效管理软件又称企业绩效管理软件，可简化财务管理流程。该软件将预算、计划、关账、合并、报告和披露与单一数据源连接起来。帮助用户在一个软件系统而非许多独立的系统中完成这些任务。

从本质上讲，财务绩效管理软件整合了信息，进行格式化以满足合规要求，并提供自动化工具，帮助财务部门创建监管报告和披露信息。除了中央数据储存库和工作流程工具外，财务绩效管理软件还具有创建、管理、验证和发布财务报表和报告的功能。优秀的财务绩效管理软件还拥有一套强大的通信工具，可促进协作并改进审计控制。

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企业绩效管理有哪些优势?

企业绩效管理有助于企业在面对突发业务事件时变得更加灵活。凭借 KPI 面板、实时数据和随实际情况变化的响应计划等功能，首席财务官和财务主管可以了解正在发生的情况，快速采取行动。

企业绩效管理有助于公司做出更加明智的决策。CPM 系统通常具有情景建模、滚动预测和假设情景分析等自动化功能。将这些功能与单一版本的自动化数据结合使用，管理人员可以更好地分析绩效、应对变化并做出更明智的决策。

企业绩效管理有助于企业专注于分析。使用企业绩效软件，用户可以减少在数据收集和数据录入等人工任务上花费的时间。相反，可以将时间集中在增值活动上，如分析盈利能力、降低成本、与执行决策者建立业务合作伙伴关系以及制定战略等。

企业绩效管理帮助企业快速解读大量数据。我们所熟知的 CPM 正在演变。CPM 曾经只是单纯的财务管理。如今，企业掌握着大量信息，如果加以适当管理，就能提供有关业务状况和决策者下一步行动方向的重要洞察力。现代化的 CPM 解决方案可帮助财务用户识别这些潜在趋势、发掘真知灼见并快速解读大量数据。

企业绩效管理将整个组织（从公司到子公司、部门到 LoB、部门和个人贡献者）整合到一个解决方案中。CPM 软件将组织的每个部分都与中央数据源保持一致，因此合作者在做出所有决策、创建报告和执行分析时，都会将财务真实情况放在首位及置于每个决策的核心位置。

What are financial processes?

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Financial processes refer to the methods and procedures completed by the Office of Finance. They include, but aren’t limited to:

• Data collection
• Budgeting
• Planning (strategic planning, P&L and balance sheet planning, HR planning, capital planning, project planning, production and capacity planning, sales and operational planning, etc.)
• Forecasting (long-range forecasting, rolling forecasts, cash flow forecasting, etc.)
• Modeling
• Financial close
• Consolidation
• Reporting (management, statutory, disclosure)

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Why are financial processes important?

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Sound financial processes are the backbone of a financially viable organization. The results that financial processes produce should underlie every decision, every budget line item and every direction change.

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Sound financial processes equate to a clearer insight into the fiscal reality of your organization. If you can easily see a 360-degree view of your organization, you can shape the direction of your company based on what the numbers tell you, not just speculation.

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Streamlined financial processes result in business decisions based on that financial reality.
When you produce business models and forecasts based on a single source of information, the plans, budgets and strategic decisions you make will be more informed and accurate as a result.

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Optimized financial processes lead to effective use of your human resources. There’s nothing worse than having highly qualified financial professionals bogged down in menial tasks like data entry when they could be adding value to your company through analysis.

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Centralized financial processes give you more confidence in what the numbers are telling you.
If you’ve instituted financial processes using a centralized system, you’ll get the benefit of increased confidence. When you aggregate corporate data into a single source, there’s no risk of overlap or miskeyed information when multiple contributors are filling in reports. With data control and validation, you’ll be able to define accountability, track revenues and expenditures more accurately. When financial processes are decentralized or siloed, errors due to overlap or simple misinformation are more likely to occur. How could you ever be sure you’re using the right numbers?

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How to improve financial processes?

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• Unify financial processes. Connect all finance processes in a unified software system that handles all processes from close through to disclosure.
• Get a single version of the truth. When a software system automatically populates and refreshes data, the risk of human error is removed.
• Streamline collaboration. Once you connect all financial processes, the next step is to connect the people that complete them. Enable users to collaborate by choosing a solution that facilitates, tracks and streamlines communication within the same single environment where other financial processes are completed.