Planning & Forecasting
Plan with confidence
Replace disconnected spreadsheets with connected budgeting, forecasting and scenario modelling. Plan across finance, sales, operations and production, see the impact of every scenario before you commit, and track actuals against plan in one place.
What Your Planning Delivers
Your strategy set the measures. Planning turns them into budgets, targets and forecasts that everyone works from, and keeps them current as things change.
Connected budgeting
One plan, built together
Top down targets and bottom up budgets meet in one model, with workflows and approvals instead of spreadsheets emailed around.
Rolling forecasts
Always up to date
Actuals load automatically, so you can reforecast monthly or quarterly in hours rather than weeks.
Scenario modelling
See it before you commit
Test changes in prices, volumes, exchange rates, headcount or production capacity, and compare the outcomes side by side.
Consolidation and reporting
Group results you can trust
Consolidate entities and currencies with a full audit trail, and produce management and board reports from the same numbers.
What we plan
- Budgets and forecasts
- Revenue and sales
- Headcount and payroll
- Production and demand
- Capex
- Cash flow and balance sheet
- Financial consolidation
- Management and board reporting
The Right Planning Tool for Your Business
There is no single planning tool that suits everyone. We recommend the one that fits the size and complexity of your planning, and the systems you already use.
Corporate Planning
Our platform for enterprise planning and consolidation: integrated profit and loss, balance sheet and cash flow planning, with workflows, audit trails and consolidation built in. We license, implement, train and support it.
Planning inside your analytics
Budget holders enter forecasts, comments and approvals directly in the Qlik or Power BI dashboards they already use, so planning and reporting stay in one loop.
Custom planning tools
For straightforward budgeting processes, we build a planning tool around the way you work, quickly and without extra planning licences, using our custom-built AI harnesses.
Customer Success Story
Mezzan
A manufacturer and distributor of food, healthcare and consumer goods in the Middle East had outgrown its financial planning tool and was managing budgets by hand across a complex network of businesses. With Corporate Planning in place, the group now consolidates every month and makes decisions sooner, with more confidence in its forecasts.
Monthly
Financial consolidation across the group
Automated
Budgeting templates in place of manual budgets
Confident
Forecasts built on accurate data
Planning & Forecasting: Our Approach
Discover
We map your planning cycle, the spreadsheets and the drivers behind it, and agree what better looks like (cycle time, accuracy, effort), starting from the measures in your Digital Strategy.
Transform
We build the planning model, connect it to your ERP and data platform so actuals load automatically, and run the first cycle with you.
Enable
We train finance teams and budget holders and support you through the first cycles, so your team owns the model.
Budgets and forecasts everyone trusts, ready before the next change arrives.
Let’s Connect
Schedule a Call
Book a call with a senior consultant to see how much faster, and more confident, your next budget and forecast could be.