This CCH Tagetik guide presents how organizations can modernize their planning process through data intelligence, automation, and AI-driven forecasting. It outlines three phases of transformation: integrating financial and operational data, enabling proactive and responsive planning, and leveraging machine learning for predictive analytics. Modern planners are encouraged to break departmental silos, accelerate decision cycles, and optimize strategic resource allocation. With scenario modeling and real-time dashboards, businesses can move from static budgets to dynamic, insight-driven operations.

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