Financial Planning - Philips Forbes

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Thanks!

Just before we start, I would like to reassure you that any information you provide us with will be treated as confidential, and we will always hold the information you give securely, and delete it when no longer needed. Neither your name, nor the name of your organisation will be revealed to our client.

We conduct all studies in accordance with the UK Market Research Society Code of Conduct and, if you no longer wish to take part in the research, you can tell your interviewer at any time, and we will stop our conversation.

Can we proceed on the basis of the above?*

Yes

Thank-you for the time you have taken to review this discussion – I will contact you about different projects in the future, if this is of interest to you?

SQ 1) To begin, in which country do you primarily work?*

a) USA

b) United Kingdom

c) Other

Please select one option: SINGLE CODE

SQ 2) How many people are employed by your organisation at all locations, worldwide?*

a) Fewer than 5,000 employees

b) 5,000 to 9,999 employees

c) 10,000 to 49,999 employees

d) 50,000 or more employees

e) I don’t know

Please select one option: SINGLE CODE

SQ 3) Which of the following industry classifications best represents the principal business activity of your organization? Please select one of (a – j) below (and in the case of multiple activities, choose the one that generates the highest revenue)*

a) Financial services - banking and credit institutions

b) Financial services - securities and investment services

c) Insurance - healthcare insurance/payers

d) Insurance - other types of insurance

e) Life Sciences

f) Manufacturing - discrete

g) Manufacturing - process

h) Retail trade

i) Software & IT Services

j) Other Industry

Please select one option: SINGLE CODE

For definitions, see:

a) Retail and corporate banking, global transactions, card/retail payments, etc.

b) Brokers, asset managers, stock exchanges, etc.

c) Healthcare Insurance

d) Life, property, and casualty, reinsurance, insurance agents and brokers, etc.

e) Pharmaceuticals, medical device equipment

f) Automotive, high tech, IT hardware and telecom equipment vendors, consumer goods, industrial machinery, domestic appliances)

g) Food, beverages, tobacco, basic metals, plastic, etc.

h) Food stores, clothing and footwear, accessories, consumer electronics stores, ecommerce, drug stores, furniture, DIY, gardening, etc.

i) Software development, IT consulting, system integration, outsourcing, IT maintenance, IT training, other IT services

j) All other industries (not listed above)

SQ 4) Which of the following best describes your job title within your organization?*

a) Chief Financial Officer (CFO)

b) VP / head of finance, strategic finance, or financial planning & analysis

c) Director of finance, strategic finance, or financial planning & analysis

d) Other

Please select one option: SINGLE CODE

Please describe briefly below*

SQ 5i) Does your company use business planning software?*

a) Yes

b) No

Please select one option: SINGLE CODE

Business planning software supports organizations processes around financial and operational planning, budgeting, forecasting, modelling and performance reporting. Examples: Oracle Hyperion, Oracle Fusion EPM, OneStream, Anaplan, Pigment, Workday Adaptive Planning, Jedox, SAP Analytics, SAP Business Planning and Consolidation, Sage Intacct Budgeting and Planning, Unit4 FP&A, Advanced Collaborative Planning, Netsuite Planning and Budgeting, IBM Planning Analytics.

SQ 5ii) Which of the following best reflects your role regarding business planning software for your company?*

a) Decision-maker

b) Influencer – knowledgeable about the topic

c) User

d) I am not involved.

Please select one option: SINGLE CODE

SQ 6) Thank you for the time you have taken to answer these screening questions - we will be interviewing during w/c 8th or w/c 15th May - could you advise of two or three suitable interview times, so that we can speak for up to 45 minutes when it’s mutually convenient

Earliest Date and Time*

Next Date and Time (if available)

SQ 7) Thank-you - I would be grateful if you could confirm a few final details:

Your Name*

Job Title*

Company name*

Phone (inc international dialling code)*

Email*

LinkedIn profile link

Online screening questionnaire – Views about challenges within financial planning & analysis