Resources

With year-end budgeting and planning season around the corner, and all that has transpired in 2020, it’s time to evaluate and optimize your performance management processes. Syntellis...

Dear Syntellis! COVID-19 has totally derailed our efforts to work toward our university strategic plan. Especially amid the continued uncertainty, how can we get back on track? -...

Hear Andrew Rickli, Business Intelligence Analyst for Valley Health System in Winchester, VA, discuss the value that the organization receives from the Axiom Healthcare suite. Watch now!

The Axiom Healthcare Suite features cloud-based Strategic Financial Planning and Decision Support solutions to help you realize your mission and achieve long-term success. Our Strategic...

Stage 2 institutions rely on technology to support frequent forecasting and tuition, position, and grants planning processes. Download this checklist to learn how we can help you transition to Stage 3.

Stage 3 institutions incorporate long-range financial planning into their decision-making processes. Download this checklist to learn how we can help you transition to Stage 4 in your higher education institution.

Stage 1 institutions rely on one-off reports and Microsoft Excel, and have little to no data integration to provide a quantitative framework for decision making. Download this checklist to learn how we can help you transition to Stage 2.

Post-allocation management ensures continued alignment of financial performance with strategic planning cash-flow requirements. How much capital to spend and the initiatives in which to...

This whitepaper compares the two typical use cases for rolling forecasts and highlights the considerations when choosing between these options.

This report addresses how leaders of higher education institutions view the current business environment and investigates whether strides are being taken to stay viable in 2019 and beyond.

Learn what makes strategy execution so challenging, and how to leverage process and software to help overcome these challenges.

With high awareness and understanding of the financial challenges their institution faces, proactive board chairs and trustees are asking senior college and university leaders—particularly finance leaders—tough questions.

(Part 3 of a 3-part blog series) Preparations for the 2018 budgeting process are underway in financial institutions. Few people relish the experience, which is often characterized by long hours and vast differences between the future financial performance executive stakeholders want and what management can deliver. Aligning strategic plans with tactical plans and associated budgets often does not occur or the linkages among these pieces are weak.

(Part 2 of a 3-part blog series) Financial institutions with effectively developed and executed strategic plans have a clear competitive advantage, but such institutions are all too limited in number. Leaders often cite the lack of appropriate data and tools as a reason that strategic initiatives lose momentum amid the daily “fire drills” in financial institutions.