Enterprise Planning
and Forecasting
Enhance your planning capabilities
and meet your business goals.
Choices are great, but having too many can drastically slow down the decision-making process. For many organisations there is a profound disconnect between their financial plans and the operations of their business. Planning is not a priority; it can be badly designed, misunderstood, and often poorly executed.
Planning and forecasting encourages organisations to establish guidelines for developing operational and financial plans. It aligns strategic and financial intentions, rationalises the key corporate objectives, and translates these into tangible and achievable targets.
How enterprise planning and forecasting software will help you
Peace of Mind
Load and combine data from multiple applications. No export/import, copy/paste between spreadsheets. The benefit: clean, accurate data with drill down and traceability.
Earn back time
If you are struggling to keep up with your workload, planning tools save you time. Data is readily available for analysis, drill-down, and simulation, to answer your business questions. Time is gained from less checking and reconciling between spreadsheets.
Fun at work
Collaboration and accountability are great team builders. With seamless Microsoft Office integration, you can update, link, and share tables and charts to Word documents and PowerPoint slides. No need to email reports, and less disputes about the latest version.
All for one
Technology provides a pathway for the many units within your business to finally come together and plan as one organisation. It helps break down silos and bring teams together. A collective planning approach increases efficiency and helps improve outcomes.
Predictive Insight
Machine learning, forecasting, simulation, clustering, statistical functions, scenario modelling; empower users to identify patterns and trends, to then take the necessary action to maximise opportunities and minimise risk.
Still LOVE Excel?
Not a problem! Microsoft Office integration allows users to directly access reports within Excel. A live link to the source data allows users to change figures and analysis dimensions, and to drill down further while maintaining data integrity.
Our software solutions
Board Software is where Corporate Performance Management (CPM) meets business intelligence in one powerful, self-service product. It’s suitable for medium to large organisations and can be used to track performance across areas including marketing, HR, and supply chain management.
Infor d/EPM and BI is a Corporate Performance Management (CPM) platform that incorporates business intelligence capabilities to support finance, operations, and sales, and measure performance using analytics, dashboards, planning, budgeting, and forecasting.
Kepion Planning is a breakthrough technology built on the Microsoft Business Intelligence (BI) Platform that lets you integrate all your Corporate Performance Management (CPM) planning, budgeting, forecasting, and reporting deliverables into one solution. Kepion empowers end users to build apps for reporting and analysis needs in a matter of minutes, fostering enhanced decision making with self-service capabilities that allow quick navigation of the data that matters.
'Time taken to prepare annual budgets slashed from five months to one month.'
- North Queensland Bulk Ports Corporation Case Study
Considering an enterprise planning and forecasting solution?
Contact Professional Advantage
Why choose Professional Advantage?
At Professional Advantage we like to keep options open for our clients. Our technology experts take the time to listen to and discuss your organisation's unique business requirements, and then make their recommendations based on industry knowledge and years of experience, implementing solutions across a variety of businesses.
Not Quite Ready yet?
We understand that the software selection process takes time and research. To assist with your journey, we have picked a selection of resources for you to read through.
EBOOK
9 Reasons Why Spreadsheet-Based Planning Is Risky for your Business
BLOG
Integrated Business Planning with Spreadsheets
VIDEO
Key Problems with the Annual Budgeting Process
On-demand Webinar
We all LOVE spreadsheets. They are versatile, easy to use and most of us feel very comfortable with our 'Excel' skills. But when spreadsheets are used to drive formalised processes such as business planning and reporting, the risks for the business are many. In this webinar we look at the risks of using spreadsheets for planning and the benefits that a fit for purpose tool brings to the Budgeting, Planning and Forecasting process.
Beyond Spreadsheets: Driving Better Performance Management through Board Technology