Talking on leading practices in Capital Portfolio Planning on Nov 19 @ 11AM!

I’ll be speaking on Alithya’s Capital Portfolio Planning (CPP) on November 19th @ 11AM EST.

I have had the pleasure of leading a number of business process redesign projects specifically around helping organizations decide what capital investments they should make, optimizing overall capital budgets, and project mix. Having had the opportunity to pull the lessons learned from these projects into a prescriptive business process that any organization can implement to streamline their capital request, prioritization, and approvals for their capital programs.

Sign up here https://www.alithya.com/en/events/streamline-capital-planning-programming-with-a-process-that-works

Excerpt:

Most organizations manage a formal capital requisition process to decide how to invest limited funds in supporting the organization’s mission. But many organizations outgrow their capital programming processes and suffer with capital investment request, prioritization, and approval workflows that are manual, complicated, and fail to offer the organization much value. Further, there is no assurance that limited funding is being allocated efficiently in the organization.

Attendees to this webinar will learn about Alithya’s Capital Portfolio Planning process built upon real-world implementations in Healthcare, Higher-Ed, and Transportation. Specifically, the webinar provides insight into:

1) The 7 Challenges of Capital Planning frequently encountered by organizations

2) Leading practices to solve these capital programming challenges

3) How an efficient capital planning process can assist the whole organization with better decision-making across business functions, departments, finance, treasury, procurement, IT requisition, and facilities.

4) Show & tell “demo” of Alithya’s Capital Portfolio Planning capital-request, prioritization, and approval using Oracle’s Cloud-based EPM Planning suite

Hosted by David Pabst, Capital Portfolio Planning Product Manager, and Mija Deering, Solution Engineering Director

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Gillette Stadium - November 14th - Speaking with my colleagues on a recent 24 Oracle EPM pod implementation!

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I'll be speaking at Oracle Open World on Tuesday 9/17 @ 12pm