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PREFACE

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This is the second edition of the book originally entitled Enterprise Performance Management Done Right published in 2012. Since that time, much has changed in the world of connecting strategy with improved performance: new, cloud-based, in-memory technologies have been adopted by the largest organizations in the world, more unstructured data and ways of handling it, and an even faster pace of business disruption and competition. Since the first edition was published, I've noticed more emphasis has been placed on the planning, modeling, and analytics components of Enterprise Performance Management, as organizations are eager to improve their ability to react quickly to changing markets and customers, changing competition, and changing employee needs. The desire to improve readiness for change as a core competency among my clients is driving more interest in planning processes and technologies.

What's changed in the second edition:

 There is more emphasis on the debate and commit sections of the Enterprise Performance Management framework. I am using the term “connected planning” to emphasize that;

 There is less emphasis on the statutory consolidation and reporting process, as the audience for this is limited to the Finance department, and Connected Planning appeals more to business managers and teams;

 Chapters have been reordered to provide better flow of the Connected Planning process;

 A new chapter on digital planning, and those new technologies that impact planning and forecasting, has been added;

 As most planning systems are now cloud-based, or most organizations are moving to the cloud, the cloud architecture diagrams have been removed;

 Whiteboard drawings have been updated and standardized by the steady hand of Meredith Dimon, Greenware Press Studios.

Connected Planning

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