In a world where traditional spreadsheets are no longer sufficient for effective planning, collaborative planning platforms have emerged as game-changers. Finicast’s co-founder and VP of Finance, Marco Santiago, and CMO, Ralf VonSosen, were joined by Peter Tatrai, Director of Strategic Planning at Hinge Health, to discuss revolutionizing planning processes in today’s marketplace. 

Peter Tatrai is a strategic finance executive with 15+ years of experience in FP&A, corporate finance, M&A, treasury, business intelligence and fundraising at high-growth venture capital and private equity backed portfolio companies. Today he is with Hinge Health, the #1 digital clinic for joint and muscle pain, delivering superior member outcomes and proven claims reductions to their 25 million members across 1,250 customers.

Peter shared his journey of moving Hinge Health beyond traditional spreadsheets and explained the motivating factors behind this decision to switch to a collaborative planning platform. Find out what he learned along the way, the biggest benefits of switching and what he looked for in a collaborative planning platform, and what he would recommend to someone looking to make the switch as well:

1. Adopt a planning platform with a lightweight implementation, a user-friendly UI, and robust processing power to overcome spreadsheet limitations, enabling efficient planning and analysis.
2. Choose a planning platform that supports version control and data integration for effective management of multiple scenarios, ensuring accurate and up-to-date information for decision-making.
3. Implement a planning platform to enable real-time collaboration, maintain up-to-date plans, and promote cross-functional collaboration beyond the finance team.
4. Select an intuitive planning platform accessible to all stakeholders, facilitating seamless collaboration and enabling a shared understanding of business goals and objectives.
5. Leverage the capabilities of a planning platform to shift from mechanical tasks to providing valuable analysis, driving profitability and growth by gaining actionable insights from integrated data and streamlined processes.

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Stay connected with us to receive updates on future events and continue the conversation around collaborative planning platforms. Together, let's embrace this revolutionary approach and unleash the full potential of our planning processes.

To learn more about how Finicast can help transform your business, contact us today.