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Bringing self-service to planning and budgeting for small and medium businesses

Bringing self-service to planning and budgeting for small and medium businesses

EFFECTIVE PLANNING can help any function in the company plan and budget more effectively.

EFFECTIVEPLANNING can be used as a companywide planning and budgeting tool. It can also be used for individual departments and functions within the company. Finally, it is a convenient solution for consultants and experts handling planning and budgeting processes for their clients.

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EFFECTIVEPLANNING does not limit you to working at lowest level or only working with base measures like quantity and unit prices. You can work at any level in the hierarchy and you can make changes to calculated measures and let the application spread out your entries automatically. This means you can plan your sales by adjusting revenue and gross margin percentage by product category, market or customer group, as an example. EFFECTIVEPLANNING also allows you to load your own data directly from spreadsheets, using a very simple and quick process.

EFFECTIVE PLANNING brings self-service to planning, forecasting and budgeting.

  • Financial Planning

    Plan by account or account group at any level, by department, project and any other relevant dimensions. Build calculation rules to automate financial planning and create driver-based models.

  • Sales Planning

    Plan and forecast by products and product groups, customers and customer groups and any other relevant dimensions. Define your measures and calculations based on the needs of your business.

  • Other Examples

    Purchase planning, Payroll planning, Investment planning, Production planning.

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