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INTEGRATED PLANNING AND FORECASTING IN DYNAMIC TIMES

The current situation is highly volatile. Every day, the general conditions are reassessed, companies must react quickly and make the right decisions. In the controlling and finance sector, you are currently in particular demand as a contact person for the management. Possibilities for quick simulations and forecasts are becoming even more important in view of the explosive situation with the coronavirus.

CoPlanner as a flexible software with a broad business management content, accompanied by experienced consultants and partners, offers you active support as a decisive tool for the fast and well-founded provision of decision bases under dynamic conditions.

Forecasting and simulation

As soon as the interfaces to the ERP system are set up - there are standardized connections to the common systems here - the solution is "Ready for Forecast". Based on the actual data, the controlling department can automatically generate forecasts and calculate different variants. Always with a view to the profit and loss account, balance sheet and liquidity. In order to ascertain economic effects as accurately as possible, these can be considered in the necessary detail according to sub-plans, three examples of this:

Sales planning and variable costs

A central focus of any planning model is usually multidimensional sales planning. No matter how your business "thinks", we offer the optimal solution and adapt it in "customizing" without programming individually to your needs and requirements. New developments by business areas or regions and customers can be incorporated bottom-up or top-down in scenario calculations. The solution ensures consistent results and significantly reduces the time lag between the overall result and the final result by integrating it into other sub-plans, for example in the area of variable costs or production, warehouse and purchasing planning.

Personnel Cost Planning

With the HR solution you plan your personnel costs at employee level, taking into account automatic advances, special payments, ancillary wage costs and specifics such as partial retirement or trainees. Personnel costs can also be controlled on the basis of full-time equivalents. Effects from short-time working models or waiting periods can be easily incorporated. Questions that require several days of work for precise results can be answered ad-hoc after the initial configuration.

Investments and loans

An essential aspect of balance sheet and financial planning is the consideration of planned new investments. If investments are postponed, the effects on planned liquidity become immediately visible. Planned financing requirements can be taken into account with loan planning. Based on investment planning, we offer applets (modules) for tracking new investments, coupled with asset accounting and accompanied by approval processes.

Many more applets

Just as your company is set up, you also determine your priorities in planning. CoPlanner offers numerous applets for integrated planning - from these you can choose freely. These include, for example, applets for planning fixed costs, projects, fleet costs, real estate, activity allocations, DB planning and IC reconciliation. In fact there are many more, new applets are constantly being developed by our partners and consultants.   

Let us discuss your challenges together and demonstrate how CoPlanner can best support the controlling in your company.

We are happy to strengthen you - stay healthy!

AUTHOR

Robin Schmeisser is managing director of CoPlanner Software und Consulting GmbH. He studied at the Vienna University of Economics and Business Administration and is a BI specialist with many years of project know-how especially in the fields of integrated planning, personnel planning, consolidation and internal cost allocation.

 

 

SOFTWARE ENGINEER

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