Fast Close, difficult, expensive, time consuming? Non of these. Get a great ROI after deployment of Fast Close. Moer information available on: http://www.fastclosemanager.com

1. Fast Close Manager
Screenshots
Examples of an efficient closing
and reporting process

2. What is Fast Close?
Fast Close is “getting the
financial statements in 5
days or less at the
stakeholders desk”
Fast close is the reward
for a well structured
and organized Finance
organization
The result of Fast Close
is a fast, reliable and
less expensive set of
financial statements

3. We have created Fast Close Manager
To facilitate and monitor the financial closing process
in an easy and well documented way,
So that anyone can benefit from our experience
What is Fast Close Manager?

4. All finance processes are stored in a
master task repository
called
Company Master tasks
Hw do you control your finance processes with Fast Close Manager?

5. Task management in FastCloseManager
DAILY OPERATION
Company Tasks =
actuals vs budget
ANALYSIS AND REPORTS
Progress and performance, audit trail
Incidental
updates –
Dashboard and
alerts
Task
completion,
audit and
review tasks
Task
repository
Permanent
changes
Start
Process
Monitor
Progress and
performance
SET UP
MASTER TASKS
5 processes: Closing, Forecast, Budget, PBC, External reporting

6. Task management in FastCloseManager
• 5 processes: Closing, Forecast, Budget, PBC, External reporting

7. Task management in FastCloseManager
• Master tasks - detail

8. Task management in FastCloseManager
• Progress , status in 1 view

9. Deploy a new set of tasks for period
end closing, quarterly reporting, annual
closing, budget or forecast
are started
from the Master tasks set

10. Task management in FastCloseManager
• Start a new process

11. Task management in FastCloseManager
• Actual tasks, process is started

12. Task management in FastCloseManager
• Task completion

13. Task management in FastCloseManager
• Auditing tasks

14. Task management in FastCloseManager
• Holding – detailed information on task status

15. Document management with metadata
How does document management work in Fast Close Manager?

18. Aggregate data at the holding:
Every holding is different. It is optional.
It can look as:
Can I see al documents on holding level?

19. Document management in FastCloseManager
• Holding – documents per company

20. Document management in FastCloseManager
• Entity – financial documents

21. Document management in FastCloseManager
• Entity – auditor’s findings

22. Document management in FastCloseManager
• Termstore – the power of Metadata

23. Document management in FastCloseManager
• Termstore – the power of Metadata - 2

24. Document management in FastCloseManager
• Termstore – the power of Metadata - 3

25. Balance files contain these options
• Copy documents from
• Period to period, forecast or budget
• Central library and libraries for auditors and stakeholders
• Dynamic filters
• Find without search for documents
What makes Fast Close Manager unique?

26. Document management in FastCloseManager
• Features
• Select documents
• Selct you copy action

27. Help is available

28. FastCloseManager – how to
Integrated help function

29. Connect with our Fast Close
expert André Salomons
• Author of the book
• From Slow Close to Fast Close
• Public speaker about Fast Close and SharePoint
• Blogger for various publishers
• Contact him at (00)31-6251016829 (C.E.T.) for further
information on
• Fast Close deployment,
• Fast Close courses,
• Fast Close books,
• Fast Close projects etc.
• Read his publications / blogs on:
http://andresalomons.nl/top/
• Visit: http://www.fastclosemanager.com

30. A digital workplace for financials
Registered tradename - Financial Suite®

31. http://andresalomons.nl
Financial Suite® digital workplace
Office 365 Cloud
On premises

32. http://andresalomons.nl
Fast Close
tool
Fast Close – Holding proces

33. Financial Suite® digital workplace