This guide addresses: How Corporate Planner Finance solutions work, How Corporate Planner Finance can help your business with financial planning, How your company can benefit from Corporate Planner Finance solution.
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Profit & loss planning
Management reporting
Sales budgeting
Staff planning
Project costing
Integrated financial planning
Financial consolidation
Business intelligence
Activity-based costing
Strategic planning
Yes there are specialist Excel consultants, who will design new planning models for you. Experienced Excel consultants skilled in financial performance and analysis are not cheap. Fundamentally the Excel problems you started trying to escape will remain. This may work for short time, but you may be forced to rely on the consultants to maintain and edit the models as your business changes.
Often for little more investment than a Excel consultant you can get a dedicated Planning system. They are faster to implement and give you the control to maintain the models in house. Integrated financial planning and reporting models can be implemented from as little as 4 days. Delivering multi user, multiple scenario financial reporting in the web.
Business Intelligence systems are great for analyzing data and presenting data with charts and dashboards. However Business Intelligence systems do not deliver planning they deliver analysis.
Users cannot enter data into the model. There are no top down planning and other data planning tools. You cannot create planning logic e.g. for planning in multiple currencies, modelling debtors, fixed assets, cash flow, consolidating companies etc. Only a dedicated planning system can deliver this kind of functionality
Fundamentally with BI you still have to collect the planning data (often in Excel spreadsheets) and then use the BI system to analyse it.
Some companies try to lever their existing finance systems to deliver planning and reporting.
Sometimes this is just an excel add-in so if you are trying to escape the problems with Excel you will not.
Often you need to integrate data not held within the finance system, this often is impossible.
Finance systems are great for posting transactions raising invoices etc. But like Business Intelligence they lack the planning and reporting functionality and a dedicate planning and analysis software.
Fundamentally Financial Planning and Analysis software is more flexible and far faster to implement. This should ensure a rapid ROI.
If you have any further questions about our budgeting, planning, and reporting solutions, feel free to get in touch. Our team of experts would be more than happy to help you.
You can get in touch via our contact us form, send us an email, or call us on 01242 578966.