Home Resources Webinars

5 steps for business planning success with the EDA suite

If you're tired of budget misalignment and prepping your business data for budget season, don't miss out as we’ll share with you the five essential steps common to budgeting success.

Watch now
5 steps for business planning success with the EDA suite
Epicor

Is it budget season already?

Over the past 2 years, we have helped more than 250 mid-size distribution and manufacturing companies improve their financial and operational budgeting, gaining valuable insights along the way.

In this webinar, we'll explore:

  • What is connected planning and why it is important?
  • Common challenges of traditional budgets and forecasts
  • Powerful planning capabilities within a business planning analytics platform
  • Steps for business planning success

Presented by

Brian Rooney
Brian Rooney
Market Lead
Rebekah Kiefer
Rebekah Kiefer
Technical Pre-Sales Consultant

Watch now

Session length
33 minutes

We respect your privacy. By submitting this form, you agree to our privacy policy.

You might also like

View all
Streamline Budgeting, Forecasting, and Reporting with EDA Financials
On-demand

Streamline Budgeting, Forecasting, and Reporting with EDA Financials

Get real time-visibility and control over your financial data.
6 ways to get accurate consolidated data, fast
On-demand

6 ways to get accurate consolidated data, fast

Discover practical methods to streamline the way you bring financial and operational data together across entities, divisions and regions - so you can deliver timely reports and empower company-wide decision making.
Optimize sales efforts for maximum ROI
On-demand

Optimize sales efforts for maximum ROI

Learn how to focus your team’s energy where it matters most with customer segmentation. You'll also get an exclusive preview of Phocas Insights; our new segmentation product designed to tell you who to go after and where to win.
Protect margins with tariff impact dashboards
On-demand

Protect margins with tariff impact dashboards

Using real-world scenarios, this focused session will teach you how to leverage dynamic BI dashboards to navigate tariff impacts and boost profitability.