Corporate planning is one of the core tasks of management and controlling in a company. This term encompasses a large number of processes in which future structures or procedures are defined based on existing key figures. These defined measures should be implemented in realistic sub-periods in order to achieve the set goals. A software solution for corporate planning enables the implementation of all methods of planning internal and external influencing factors that affect a company.
The internal and external influencing factors generally fall under the well-known STEP analysis, which deals with political, economic, social, legal and environmental factors. In business, it lists the factors of the individual categories, which can have an influence on the respective company. The use of this STEP analysis serves to closely examine a market and the associated market opportunities. Influencing factors that occur regularly are part of operational management. Meanwhile, those that affect events, opportunities, and challenges that are happening for the first time are now assigned to project management.
Budget Plan: Summary of costs and revenues or of the profit or loss for the year
Balance sheet plan: Summary of the construction of obligations and then the determination of the company capital
Investment planning: Summary of investments and disinvestments of fixed assets
Financial plan: Summary of cash flows associated with these plans
The management cycle: A continuous improvement process for corporate planning. Plan a goal, implement a defined plan in a goal-oriented manner, review and measure the results and achievements, and make appropriate adjustments. Step by step.
With CoPlanner, business planning is no art:
more than 250 ready-made tables already in the standard solution
more than 500 built-in formulas and functions
more than 50 OLAP cubes
free hierarchical structure per dimension
move by drag and drop
CoPlanner - Layout according to your mood:
predefined standard masks for recording different planning activities
free mask design for different user groups (e.g., sales, cost center, investment planning) via the mask designer
Rolling, sub-or multi-year planning on a monthly, quarterly and annual basis. CoPlanner has no limits. Even daily data (for example from POS systems in the trade) can be displayed.
CoPlanner – the new controlling style:
Top Down- and Bottom Up-Planning
Quick planning from actual or forecast data
Wizard-controlled distribution functions
Trend calculations and key figure control
Planning of individual elements
Planning on one or more totals levels
New dimensions of business planning: Based on OLAP cubes, all planning dimensions, such as Profit centers, cost centers, products, customers, regions etc. to define freely. Measures such as quantities, prices, absolute values, actual, plan and forecast data complete the planning information.
New design dimensions with CoPlanner: With table designers, formula designers, masks and dimension designers, standard specifications can be changed at any time, but can also be supplemented as desired.
If corporate planning is to be set up in the company or integrated planning is to be carried out, the question arises first: On which system will the planning be carried out, which software or IT tools will be used? According to the annual reports of the independent consultancy BARC, Excel is currently ranked number 1, but the professional planning tools, including CoPlanner, are becoming increasingly flexible and are relocating 100% of their software to the Web.
With the use of professional software solutions for corporate planning, a much higher user satisfaction can be achieved in many areas than with Microsoft Excel.
Unlike enterprise resource planning (ERP), another framework is covered in corporate planning systems. Corporate planning systems address the resources that are barely available or unavailable to a business and the ability to create products or resources or provide services. It also takes account factors that positively or negatively impact the company's ability to perform these operations.