Board Intelligent Planning Assessment Program

This document is a guide detailing Quisitive's Board Intelligent Planning Assessment program, which is designed to enhance financial planning and analysis (FP&A) processes using the Board Intelligent Planning platform. The assessment spans two weeks and involves a comprehensive review of existing FP&A processes by a team of corporate performance management experts. The program includes discovery sessions, a current process assessment, and a fit gap analysis to identify areas for improvement. The guide outlines the timeline for the assessment, detailing collaborative sessions with stakeholders, the preparation of a written assessment, and actionable recommendations. It also describes the deliverables, including a fit gap analysis report and a platform deployment roadmap. The document emphasizes the benefits of optimized financial planning, enhanced collaboration, accurate data, improved efficiency, and expert guidance, all aimed at empowering organizations to make informed decisions and achieve better business outcomes.