Reasoned Perspective

Having sat on both sides of the table, I approach Corporate Performance Management (CPM) software from a value, usability, and practicality perspective. I respectfully counsel clients to set these expectations.
Automation
Can a CPM system automate your financial reporting and budgeting/forecasting processes? The short answer is yes. But the cost and extent of automation is predicated on several criteria:

quality of data

quality of chart of accounts

stability and standardization of reports

stability and standardization of calculations

I will meet your organization where it lies within the spectrum of these criteria and provide achievable recommendations for the best use of CPM software.
Uncertainty
The importance of budgets and forecasts cannot be understated. They are the goal post financial results are measured against and are a basis for organizational decisions. Unfortunately, we are not able to predict the unexpected, or more surprisingly, the consequences of the unexpected. That makes it wise to apply some guiding principles when preparing budgets and forecasts. I will help your organization focus on building budget and forecast models that are defendable, are not unnecessarily complicated, can pivot as the economic environment changes, and can be compared to actual results.