Lo último: Reporting en un mundo digital Ha sido salvado
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Lo último: Reporting en un mundo digital
Una serie sobre transformación digital en Finanzas
Cuando se escucha la palabra reporting, uno se imagina carpetas con hojas de cálculo, gráficos y notas al pie, o una sala de reunión llena de ejecutivos revisando una presentación. Detrás de todo eso, un ejército de gente de Finanzas que estuvo trabajando durante semanas para armarlo todo. En el mejor de los mundos, los informes financieros externos y los informes de management internos serían inteligentes, interactivos y en tiempo real. Esta guía describe como las herramientas digitales como la automatización, analytics y los algoritmos de aprendizaje automático están haciendo que el reporting sea más rápido, más perspicaz y menos costoso – y las lecciones aprendidas en el camino.
Estas son algunas de las preguntas importantes que se abordan desde un nuevo punto de vista de Deloitte, Crunch time: Finance in a digital world basado en una extensa investigación con los ejecutivos de finanzas digitales, incluyendo entrevistas a profundidad con los directores financieros de las empresas globales.
No importa qué futuro visualice para su organización financiera, una cosa es segura. Si los líderes empresariales a su alrededor van a competir en el mundo digital, tendrán que procesar más información más rápidamente y convertir esa información en conocimientos más profundos más rápido que nunca.
The future of business reporting
What will reporting look like in five years? More specifically, what will we actually see on the ground in leading finance organizations around the world? The laborious grind of management and financial reporting today won’t exist in the future. People will be insight generators, not report builders. The talent pool in Finance will expand to include business people with finance backgrounds, data scientists, and storytellers—all collectively enhancing Finance’s ability to support the strategy of the company. In addition, we see three key characteristics transforming how reporting will get done in the future. Reporting will be intelligent, interactive, and real-time.
Artificial intelligence, in the form of machine learning, cognitive computing, and natural language tools, will be a big factor in the future of reporting. Some of these technologies will improve the user experience by getting to know what users want. Others will take over some of the reporting grunt work. The writing of reports – at least the first drafts – will happen without people involved.
In addition, intelligent reporting will be more prescriptive. The same tools that are reshaping the future of forecasting – predictive analytics and algorithms – will enhance the quality and value of reports.
Instead of having static data on paper, Finance customers will use tablets and phones to navigate information at their own pace and in any way they want.
Reporting tools themselves will become interactive, too. If someone needs the latest information on SKU performance in China, she can get it herself by asking a personal digital assistant. If someone wants to see customer churn for South America, he can get that information with a couple of clicks. Chatbots querying databases to get information on-demand are the ultimate self-service experience.
While all this is happening, much of the infrastructure in place for traditional reporting will become obsolete. No more photocopying, no more binders. Users will have their own interactive dashboards.
Real-time reporting will arrive when all aspects of the reporting process get automated and streamlined. The big barriers to that happening today are data quality and latency (i.e., the lack of timeliness). Fortunately, the future of reporting holds real promise for companies that want to take advantage of it.
Automation helps simplify and streamlines data management because data used in reporting is no longer prepared for analysis manually. Software does that work. And more often than not it will happen automatically as transactions occur, freeing analysts to focus on what’s hidden – or buried – in the data. In addition, almost no time will need to be spent on reconciliation. By providing the entire organization with a single, cloud-based source of data, all business functions operate from the same reliable starting point.
Potential benefits of transformed business reporting
- Lower cost
The savings companies can see as reporting evolves will be real and sustainable. Companies will be reducing human labor significantly – and delivering reports vastly more efficiently. - More insights; fewer manual tasks
The potential for value creation from improved reporting is even more promising. Finance is supposed to help the business uncover insights. That can’t happen when people are bogged down with spreadsheet farming, reconciling data between systems, or assembling massive binders. - Improved decision making
How many leaders served by Finance will stand up and say that Finance has had a significant and consistent impact on the quality of their decision-making? That’s hard to find today, but it’s much more likely tomorrow.
Lo esencial del talento para la transformación digital
El crecimiento del negocio digital ya está reestructurando el mercado del talento, mucho más allá de las finanzas. A medida que las organizaciones buscan mejorar su fuerza de trabajo en todas las áreas, están dando valor extra a las personas con relaciones y habilidades analíticas, que también pueden entender el negocio.
Lo esencial del talento para la transformación digital incluye:
- Liderazgo: una visión clara hacia el futuro y una ruta clara para llegar allí
- Cultura: menos previsibilidad, más experimentación e innovación
- Nuevas habilidades: destreza tecnológica combinada con la comprensión del negocio
- Compromiso: una oportunidad para aprender, crecer e innovar para los nativos digitales o los Millennials
Much of reporting in the past has been defined by the steps required to produce the reports themselves: collecting data, constructing reports, and disseminating them. That’s changing. In a digital world, dashboards and digital technology do a lot of that work, which means humans get to do more interesting things.
"La transformación digital está fundamentalmente centrada en el ser humano, porque se trata de imaginar nuevas formas para crear valor. Para que eso suceda, la gente tiene que ser habilitador digital, así como usuarios de las nuevas capacidades digitales."
Digital technologies driving the future of reporting
A handful of digital technologies are coming together to reshape how companies can do reporting. We’re seeing the early signs of all these technologies being adopted.
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Robotic process automation RPA software shortens the time companies spend on data manipulation by automating routine tasks. |
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Chatbots These dedicated virtual assistants enable users to interact directly with data using voice or text queries. |
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Visualization These now familiar tools allow people to display and play with data dynamically, so it’s easier to understand and interact with. |
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Artificial intelligence This collection of technologies includes natural language tools that can read and write, as well as machine learning. |
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Predictive analytics This statistical technique uses algorithms to execute forward-looking analysis – especially routine financial forecasts. |
Making the future of reporting real
Download the full report to learn how companies are transforming internal management reporting and external financial reporting to improve quality, timeliness, and reduce costs. You’ll also discover some lessons learned around people and technology that can help you on your implementation journey.
It’s crunch time for finance
Explore other reports and guides in our Finance in a Digital WorldTM "Crunch time" series, and read case studies about digital transformation in the finance function. Whatever your interest, one thing is clear: From cloud computing and robotics to analytics, cognitive technologies, and blockchain, a new class of digital disruptors is transforming how the work of finance gets done.
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