In Part 1 of Association for Financial Professionals’ (AFP) FP&A Research Guide series, we discussed what it takes to mobilize and lay the groundwork to implement a new planning system. Part 2 of this series focuses on structuring the process of RFPs and best practices for selecting the correct software and implementation partner for your business. Establishing an informed, effective partnership with both of these players will get you where you need to go.

In this guide, industry veterans, including Peloton’s Vice President of Management Consulting Philip Peck, share their insight on critical elements that need to be addressed early on during the vendor selection process to ensure a smooth system implementation.

Download the full Research Guide to learn how to structure the process, understand the interactions among the various players, and negotiate the contract.