Business planning: The foundation for your SME growth

Effective Planning for Success

Strong business planning is the foundation for every decision you make.

Good planning is essential. Regardless of the size of your company, clear, integrated, and strategic corporate planning is a must. Only with proper planning can you seize opportunities and identify risks early. Strategic planning ensures you guide your business safely toward the future.

Traditional methods like Excel can make planning complicated and prone to errors. This is where CoPlanner comes in: our software simplifies your business planning, making it more accurate and flexible. It integrates smoothly with your existing systems, providing you with a clear overview at all times.

With CoPlanner, you save time, make more informed decisions, and achieve your business goals faster.

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Easy business planning with CoPlanner

CoPlanner makes strategic planning easy and secure. Our software for business planning saves time, avoids errors and makes complicated spreadsheets such as Excel superfluous. This allows you to maintain an overview and steer your company into the future in a targeted manner.

With CoPlanner business planning software, you can:

Set and achieve clear goals

Develop straightforward and actionable plans

Optimize the use of money and resources

Simple planning for your success

Your benefits with CoPlanner business planning software:

CoPlanner is more than just a tool - it is your partner who supports you in strategic planning. With this planning software, you can manage your company safely and successfully. The business planning software helps you to create clear and flexible plans that precisely match your goals.

ControllerInnen und CFOs lieben die Arbeit mit der CoPlanner Controlling-Software. Weniger Stress, klare Analysen und hohe Qualität

Perfect planning: Create precise plans for the future - short and long term.
Modern technology: Use smart tools for precise analyses and full transparency.
Flexibility: Respond quickly to market changes.
Better forecasts: Make confident decisions thanks to reliable forecasts.
Time savings: Automate processes and reduce effort.
Work as a team: Plan together and share information.

Other advantages of planning software are

Automatic processes: Recurring tasks take care of themselves - less stress, more time for important things.
Accurate financial planning: Keep an eye on all the figures to make smart decisions
Better budgeting: Plan income and expenditure reliably so that no money is missing.
Effective controlling: Quickly check whether the company is on track
Better collaboration: All departments access the same data and work hand in hand with clear and integrated corporate planning.

Efficient. Flexible. Transparent.

What can CoPlanner planning software do?

With this tool, your business planning becomes simple and secure. The business planning software grows with your business and adapts flexibly to your structures.

With CoPlanner you can:

Keep an eye on all costs: Plan fixed costs and record all important cost centers.
Use top-down and bottom-up planning: Decide whether you want to set targets from the top or build plans from the bottom up.
Develop clear strategies: Manage your company in a targeted manner with simple and reliable planning.
Stay flexible: Business planning software adapts to your business, no matter how it changes.

CoPlanner software vs. business planning with Excel

CoPlanner software for business planning gives you the freedom to focus on the essentials. No tedious juggling of figures in Excel spreadsheets. No chaos, no mistakes. Just clear structures and a good feeling with every decision.

Automatic: Planning becomes easier and faster

Compared to Excel, our business planning software offers automated processes that save time and reduce errors.

More than tables: Forecast and other functions

While Excel is limited to tables, this planning software also enables analyses, forecasts and plans as well as subplans.

Easy to use

CoPlanner was developed for integrated corporate planning and is easy to use in contrast to often complex Excel spreadsheet structures.

Ready-made business logics

CoPlanner has many models for mapping integrated corporate planning. You can get started right away.

Discover a new approach to business planning - because the software goes far beyond the possibilities of planning with Excel. Forget endless Excel spreadsheets. Experience how easy and relaxed business planning can be.

Planning is fun with CoPlanner!

More about our controlling software

Questions and answers on corporate planning

Corporate planning helps to manage a company safely. It involves setting goals and finding ways to achieve them.

Important points of corporate planning:

Setting goals: Where do you want the company to go? Clear goals help to find the right path.
Planning budgeting: keeping an eye on income and expenditure to ensure growth
Use key figures: Figures show how well the company is doing and where it can improve.
Check the market: Know what customers want and how the industry is changing.
Management and decisions: Planning well to be able to act wisely and quickly.

With good business planning, you stay in control. You make safe decisions and make your company fit for the future!

Corporate planning can be divided into three areas:

Strategic planning
Tactical planning
Operative planning

Strategic corporate planning is a long-term process. It determines the direction in which a company should develop in the coming years. Strategic corporate planning forms the basis for all corporate management and influences all other planning levels. The aim is to define a clear vision and mission. In this way, strategic corporate planning strengthens competitiveness and ensures growth.

Tactical corporate planning translates the strategic goals into concrete measures. It describes how the company's long-term goals are to be achieved.

Operational corporate planning implements the tactical measures on a day-to-day basis. It describes what specifically needs to be done on a daily, weekly or monthly basis.

These three levels build on each other. However, they all have different time horizons and different goals. Successful business planning combines all three levels.

Strategic corporate planning is a long-term process. It determines the direction in which a company should develop in the coming years. Strategic corporate planning forms the basis for the entire corporate management and influences all other planning levels. The aim is to define a clear vision and mission. In this way, strategic corporate planning strengthens competitiveness and ensures growth.

Strategic corporate planning answers questions such as:

Where does the company currently stand? (current status)
Where should the company be in 5 to 10 years? (target state)
What resources and measures are necessary to achieve this goal

A structured planning process enables management to react to market changes at an early stage.

Tactical corporate planning translates strategic goals into concrete measures. It describes how the company's long-term goals are to be achieved. Planning is usually carried out for a period of 1 to 3 years.

Why is tactical planning important?

It makes the long-term goals tangible
It helps to deploy resources in a targeted manner
It ensures that all departments work together.

Good business planning helps you to manage your business with confidence. It gives you a clear plan so that you know where you stand and where you want to go.

Important building blocks of corporate planning:

Set clear goals: Know what you want to achieve - short-term planning and long-term planning..
Understanding the market: Recognize what customers need and how the market is changing.
Keep an eye on financial planning: Accurately plan income and expenditure to grow with confidence.
Keep the planning process simple: An easy-to-understand plan helps to make decisions quickly.
Stay flexible: Be able to adapt to new opportunities and risks.

Good business planning involves developing strategies and plans to achieve these goals effectively. And business planning software is a crucial aid in this process.

Planning software significantly simplifies business planning. It saves time, gives you a better overview and helps you make smart decisions. Planning software takes a lot of work off your hands, saves time and makes every decision feel good!

Important functions:

Financial planning: plan income and expenditure to grow safely
Budgeting: allocate money wisely and keep costs under control.
Forecasting: make predictions to be well prepared for the future.
Controlling: monitoring whether the company is on track.
Comparisons and analyses: Evaluate figures to identify trends early on.
Scenario planning: test different options before making important decisions.

Good planning software such as CoPlanner takes a lot of work off your hands. It saves time and ensures a good feeling with every decision!

Integrated corporate planning encompasses all departments and aspects of a company in order to create a uniform and effective strategy. It ensures seamless planning that takes the entire company into account.

With a good corporate planning tool, everything fits together: No one area plans alone - all data flows together. All departments work together and pursue a common goal.

Planning software makes business planning easier and more reliable. It saves time, reduces errors and provides a clear overview. Business planning software also takes into account important correlations in financial planning.

With the right business planning software, you stay in control. You save time and make your company fit for the future!

Any questions about corporate planning?