2019年全球调查：商业合作的未来（英文版）_38页_1mb

The Future of Business Partnering Summary

Core Content

The document explores the evolving role of finance in modern organizations, emphasizing the transition from traditional financial stewardship to a more strategic and collaborative business partnering function. It highlights the importance of data mastery, digital transformation, and the use of advanced technology in enabling finance to become an effective agent of change and innovation.

Main Viewpoints

• Business Partnering is Essential for Competitiveness: In a rapidly evolving technological landscape, business partnering is seen as a critical tool for organizations to stay competitive. However, its effectiveness varies widely, with many finance functions still operating in traditional, finance-centric roles.

• Finance Must Evolve Beyond Traditional Roles: To become a true business partner, finance must move beyond its traditional role of financial reporting and budgeting. It needs to influence corporate strategy, support operational decision-making, and drive innovation.

• Data Mastery is Key to Success: The document emphasizes that data mastery is crucial for effective business partnering. Only 22% of respondents have achieved this, while the majority (78%) are hindered by poor data management, limited access, or inadequate technology.

• The Role of Technology: Modern CPM (Corporate Performance Management) software, such as CCH Tagetik, is presented as a solution to the challenges of data management. It enables finance to centralize data, automate processes, and generate actionable insights.

• The Four Personas of Business Partnering: The survey identifies four distinct personas that represent different approaches to business partnering:

  • Traditional Finance Partners: Focus on short to medium-term outcomes, financial stewardship, and performance.
  • Top-Line Drivers: Emphasize growth and sales, using a collaborative approach to commercial decision-making.
  • Strategic Aligners: Focus on long-term results and strategic alignment.
  • Catalysts for Change: Actively drive innovation and change within the organization.

Key Information

• 88% of CFOs consider themselves business partners, indicating a widespread shift in perception.
• 45% of CFOs struggle to allocate time for business partnering, which limits their ability to drive change.
• Only 19% of respondents see their business partnering role as being that of a change agent.
• 35% of finance professionals are limited to a highly finance-centric approach or only occasionally involved in commercial decisions.
• 46% of finance professionals are seen as trusted advisors, consulted for operational decisions.
• 78% of organizations are hampered by data constraints, with only 22% achieving data mastery.

Benefits of Effective Business Partnering

• Increased Agility and Responsiveness: Real-time data analysis allows finance to react faster to market demands.
• Faster Innovation Implementation: Better data understanding reduces the time needed to develop new products and services.
• Greater Alignment Between Finance and Operations: Integrated data and analysis help align financial and operational goals, leading to better decision-making.

Challenges

• Data Overload and Poor Governance: Many organizations struggle with managing and using large volumes of data effectively.
• Limited Technology and Automation: Without the right tools, finance teams are unable to efficiently analyze and act on data.
• Inconsistent Measurement: There is a lack of standardized methods to measure the success of business partnering, making it difficult to assess impact.

Role of CCH Tagetik

• CCH Tagetik is presented as a solution to the challenges of data management and business partnering. It centralizes financial and operational data, automates processes, and enables real-time analysis and reporting.
• The platform supports driver-based planning, cascading allocations, and strategic financial planning, which are essential for effective business partnering.
• It helps organizations take back time, allowing finance professionals to focus more on strategic and innovative activities.

Conclusion

The document underscores that while the concept of business partnering is gaining traction, many finance functions are still in the early stages of adoption. The key to success lies in achieving data mastery and embracing digital transformation. CCH Tagetik is highlighted as a powerful tool to enable this transition, allowing finance to evolve into a strategic business partner and drive positive change within the organization.