The role of technology in unlocking the power of planning

Date posted
17 October 2023
Reading time
5 minutes
Simon Foley
Capability Lead · Workday Adaptive Planning

In these challenging economic times, effective financial and business planning is crucial to enable organisations to survive and thrive. Replacing static budgets with more agile rolling forecasts, adopting scenario planning and embracing FP&A technology are all key strategies to help you stay ahead of what is next.

Simon Foley, Capability Lead Workday Adaptive Planning, had the pleasure of delivering this keynote session at the recent CIMA SME Conference in London – he outlined valuable insights and practical advice on how to improve planning for organisations and covered the following aspects:

  • Planning in an uncertain world and why agility is key
  • Common planning challenges and approaches to improve planning and strategic decision making in your organisation
  • How technology can help finance teams overcome common obstacles and achieve dramatic improvements in their planning processes.

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About the author

Simon Foley
Capability Lead · Workday Adaptive Planning
Simon is a highly experienced finance professional and Chartered Accountant (ACA) with over 25 years of experience working with multinational companies in the UK, Americas and the Caribbean. He has extensive digital finance transformation experience including ERP, BI, and other finance system implementations, process and control improvement and organisational change. This in-depth expertise covers a variety of functions including accounting, financial control, planning and performance reporting. In his current role, he helps customers across a wide range of sectors drive improvements to their Finance / FP&A functions drawing on his broad experience working with small UK businesses through to large global organisations. Taking a consultative needs-based approach he empowers Kainos customers to successfully scope, implement and fully adopt best-in-class FP&A cloud-based software, integrating processes and systems to dramatically improve planning and reporting for finance and the wider organisation. This enables these organisations to make smarter business decisions faster and improve ROI.