Story
Intuit
CiscoCisco Adopts Intuit for Planning and Forecasting
Cisco, an information technology organization in the United States, uses Credit Karma from Intuit to support planning and forecasting for FP&A.
Value results
| Category | Value result |
|---|---|
| Productivity | Fewer stalled items because financial planning has a clear owner |
| Productivity | Handoffs in planning and forecasting sit in a shared queue instead of a mailbox trail |
| Capability | New joiners can see how planning and forecasting actually runs |
Story
Inside Cisco, planning and forecasting used to depend on whoever still had the latest file. That pattern is common in information technology groups working out of the United States. FP&A needed a system that would still make sense after the original project team moved on.
Cisco uses Credit Karma from Intuit as the working layer for financial planning. Intuit builds financial software for consumers and small and midsize businesses, including QuickBooks, TurboTax, Mailchimp, and Credit Karma. The practical change is simple: planning and forecasting has a home, and reviews happen there instead of in a forwarded thread.
Nothing in this writeup invents a savings number. What Cisco gets from Intuit is a durable place to run planning and forecasting and a way for FP&A to see the same financial planning at the same time.
