Why Your Corporate Planner Software Provider Should Give You Training

Corporate Planning is one of the best cash and liquidity management software platforms available to enterprise-level businesses. The platform is intuitive, feature rich, and has a reasonably short learning curve, given the right training and knowledge.

However, Corporate Planner isn’t necessarily a ‘plug and play’ application. While it is possible to get started straight away with a short implementation, to get the best value from your investment, it is worth devoting time and resources to training your users in the platform’s tools, features, and best practices.

So, What Is The Best Way To Access Training For Corporate Planner?

The vendor provides a variety of beginner and expert-level training courses through the Corporate Planning Campus, which are delivered through Campus Partners, such as Account-Ability. Topics covered include basic training, financial planning and consolidation, corporate performance management, basic and advanced reporting, and advanced operational management. There is also specialist training available for different stakeholders in your business, such as HR, finance, analytics, management, and so on. In short, everything that you and your team need to master the platform to deliver the maximum value for your organisation.

These supplementary courses are well worth looking into. However, the most cost-effective way of kickstarting your Corporate Planner implementation is the training provided by your software provider.

The level and extent of training varies widely between providers, so it’s worth looking for a provider that includes core training as part of their implementation and support package.

At Account-Ability, for example, we provide initial training for your ‘power users’ as part of the implementation, covering all aspects of model operation, data imports, reporting and maintenance. This can be expanded to training a wider user base if you need it, and we also offer refresher training.

There are several benefits of investing in this initial training.

1. Staff value and ROI – by knowing how to use Corporate Planner effectively from day one, your team can make full use of the platform’s capabilities, increasing the value of their time and improving your ROI.

2. Increasing FP&A modelling capability – training gives your staff the ability to use the full FP&A modelling capabilities of Corporate Planner to develop sophisticated models to align with your organisational objectives.

3. Collaboration and data sharing – starting with a small group of power users, we recommend disseminating knowledge of Corporate Planner to a broader user base as soon as possible. This gives your stakeholders access to a shared language and knowledge base that enables better collaboration, reporting, and analysis across your organisation.

Find Out More

As a Gold Partner provider for the Corporate Planner performance management CPM software, Account-Ability offers a comprehensive range of training solutions tailored to your needs, whether you require in-depth training for core users, update training for new features, or specialist knowledge about particular features. Contact one of our experts today to find out more.

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