Plan your Strategy
with Planning & Forecasting
Planning & Forecasting
Planning is so much more than just drawing up a budget. Not a day goes by that is without some sort of planning. Be it the launch of new products, the expansion into new markets, the acquisition of other companies, or simply everyday sales and operations planning. The challenge is to constantly keep an eye on these fast-changing situations, ensure the alignment of various initiatives and set the right priorities.
Collaboration is key
Wouldn’t it be great to make individual plans visible and transparent to the extent that you need? To enable everyone in your organisation to efficiently incorporate planning into their routines and collaborate across departments in a single environment? And get a financial forecast as a by-product on top of that?
We’re aware that this is a challenging task − we’ve experienced it alongside our customers many times. That’s why we’re here to navigate you through the process and support you in taking your planning and forecasting processes to a new level.
Tailored to your Needs
Efficient planning processes are built on 3 pillars:
At Sereviso, we’re committed to delivering planning and forecasting solutions tailored to your company's individual needs. That’s why our services go beyond the technical roll-out of a planning system. We analyse the requirements with the stakeholders, design the to-be planning processes and organisation, provide guidance on the selection of the right planning tool, implement the solution and support you after the go-live.
People & Processes
As a first key step, the requirements of all stakeholders are analysed, which ranges from management and its information needs to the department managers’ specific planning requirements and finally to the contributors and their business processes. By teaming up with the stakeholders, the new planning processes are designed and rolled out according to an agreed roll-out sequence, enabling fast development cycles with instant feedback.
The extent to which the customer wishes to be involved in the development is highly flexible: Participation can range from Sereviso providing full service to a coaching model that uses the company’s own resources.
Finding the right System
The best planning and forecasting processes are useless without the right system. Sereviso partners team up with top-of-the-class providers of Corporate Performance Management systems (CPM) to recommend the most suitable solution.
Modern CPM tools are the key to streamlining your planning processes. They contain features that enable an efficient planning process while creating high acceptance through optimal user-friendliness:
- Customisable planning model
- Automated consolidation
- Integration of actuals and plan data
- Integrated reporting and visualisation
- Scenario planning
- Easy-to-use modelling functionality
- Easy-to-learn user-interface
- Role concept and security
- Extended analysis functions (drill-down, audit trail, etc.)
- Interfaces with other systems
5 Key Benefits
The benefits of a new planning solution don’t just appear out of thin air. They’re the result of configuring processes and systems according to the needs of the organisation. Sereviso’s agile approach ensures a customised and fast implementation.
Well-designed planning solutions provide numerous benefits:
Benefits of our Planning Solutions
Reduced cycle times
Company-wide planning collaboration
User acceptance through user-friendliness
Real-time reporting on all levels
Simple and efficient scenario-planning
Do I need dedicated software for planning or will Excel or ERP suffice?
It depends on the priority your company assigns to planning. Excel continues to be used by many SMEs, and ERPs often offer a module for planning. However, they’re both not built for planning. If planning is of high priority and topics like user-friendliness, agility, performance, and collaboration are important, then you’re a candidate for a specialised planning solution. Modern CPM solutions offer BI, legal consolidation, and AI functionality in addition to planning, therefore helping to leverage the success of a dedicated solution.
What are the advantages of a CPM solution?
A true CPM solution offers an integrated planning, BI, and consolidation environment without interfaces. Unlike ERPs, CMP solutions are agile and facilitate changes directly from the business users.
CPM vs Excel
Excel continues to be the planning solution for 80% of companies. The advantages of a dedicated CPM solution are its database (single source of truth), the collaboration between the resources involved, specific planning functionality, central templates, workflows, control, reduced planning cycle time, integrated BI and analysis functionality, and a high user acceptance.
What is a CPM/EPM solution?
Corporate Performance Management or Enterprise Performance Management solutions used to be specialised software solutions for planning with some basic functionality for legal consolidation and BI.
Modern CPM solutions are capable of coping with complex planning requirements, complicated legal consolidation, integrated AI/ML, and have a strong BI functionality.
They meet most needs of the financial controlling using one software.
Ownership of a CPM solution
Modern CPM solutions are designed to be controlled and maintained by the business. The dependence on IT and external consultants is declining.