The Real-Time CFO Toolkit: How Access to Operational Data Fuels Financial Performance

Limited visibility into customer demand impacts a company's ability to understand cash flow and drive profitability.

Forecasting should not be based on aggregates, allocations, or partial datasets spread across analytic tools, financial applications, and spreadsheets. Nor should you rely on legacy infrastructure that costs you more to maintain in time and budget, and remains difficult to deliver continuous data, adding latency to decision makers’ ability to see data to drive decisions. 

Workday Adaptive and Incorta co-hosted a virtual fireside discussion with Tom Kirkham, Chief Information Officer of Primient, a leading producer of food and industrial ingredients made from plant-based, renewable sources and Anastas Harizanov, Finance Director, FP&A, of Primient. 

In the session, Primient shared how it modernized its planning and profitability processes by replacing its rigid SAP data warehouse and unlocking granular, transaction-level insights with Incorta. Similar to the depth Incorta gives Primient down to the product, plant, and customer data, the discussion provided insight into how Primient:

• Pivoted from SAP DW and COPA to Incorta to gain a deep level of visibility into their supply chain to understand cash flow
• Gained insights from the depth of the data and real-time visibility, such as: 
  Raw material availability
• Deeper profitability insights by product, plant, and customer
• Transformed the approach to data access across finance and FP&A processes, including demand forecasting, AR prediction, profitability, and cash flow modeling
• Retired SAP BW—saving a significant amount in infrastructure costs 

By delivering all the data into Adaptive Planning and driving allocation logic within Incorta, the finance, FP&A, and supply chain teams at Primient now make decisions with better clarity and speed—without depending on IT or waiting for data to be reshaped.