OPEXEngine | SaaS Articles

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Benchmarking and Budgeting Go Hand in Hand

Effective and strategic CFOs incorporate accurate benchmarking into the daily business of the company and especially into the budgeting and planning process. Benchmarks provide context for initial budgeting drafts and provide guide rails for managers to use in forecasting their needs for the upcoming year.

September 9, 2021

How to tell if your company has the right level of tech debt

Tech debt refers to the cost of redeveloping existing products and code that would otherwise not be able to scale or evolve over time to meet shifting consumer needs. And while the concept has been around for years, for most of that time, tech debt was primarily the concern of product and engineering teams. In this guest post from Espresso Capital learn to measure tech debt and understand why it matters.

August 31, 2021

Three Steps to a Better Budget & Annual Plan

Business operates in a climate of constant change. Here’s how you can make your planning and budgeting process more Agile.

August 24, 2021

Best Practices for B2B SaaS Financial Operations

If you’ve underestimated the importance of financial operations for both the short and long-term success of your SaaS business, you’re not alone. With the explosive growth of the SaaS business model impacting businesses worldwide, many are navigating SaaS financial operations and subscription management for the first time. These 7 best practices work for growing B2B SaaS businesses.

August 17, 2021

New Flexibility in Budgeting?

Flexibility and Budgeting rarely appear in the same sentence. That’s a shame as better budgeting and planning tools can bring far more flexibility into the planning, forecasting, and budgeting process. A new budgeting/planning tool should usher in a new process, new insights, and new metrics for running the firm. This guest post from Sage Intacct explains what an ideal new solution should help with and how to identify if your organization may need to update its budgeting and planning tool.

August 9, 2021

CFOs Want FP&A to Marshal Value Creation

As companies commit to transforming their FP&A function, choosing the right focus and pace is essential. They should align with business leaders on the sources of value creation for the future, then work backward to redesign FP&A around them. And they should carefully choose their spots for investment. That will raise the odds of FP&A shifting its role from scorekeeper to a true business partner.

August 3, 2021

SaaS Finance MeetUP – Scaling Finance

We invited an expert on Scaling Finance, Anup Juneja, an Expert Senior Manager at Bain & Company, for part of the SaaS Finance MeetUP. Anup works on G&A and FP&A transformation with numerous clients. He shared his perspective on the four things that world-class Finance organizations have to get right. His presentation took the traditional focus on People, Process and Systems to a far more strategic level when thinking about how SaaS and software CFOs need to frame their organizational planning for scale.

July 27, 2021

CFOs Benefit from Customer-centric Operations Metrics

CFOs benefit from tracking and sharing customer experience and other operational key performance indicators; it can help in getting alignment on investment priorities across the organization. CFOs oversee operations or are asked to make budget decisions based on what operational metrics are showing, they can benefit from setting up these types of metrics if they don’t have them.

July 20, 2021