In addition to integrated corporate planning and management consolidation, the focus at hollu is on the implementation of multi-level sales planning, which was previously carried out in MS Access. The actual data and relevant dimensions are imported automatically from Microsoft Dynamics. With the standardized sales planning mask, which was extended by specific points, about 100 users will plan in the future. The interaction between the sales manager and the specialist department is optimized by the Workflow Manager. For example, the planning status can be displayed by means of a completion message, and the subsequent blocking of individual players can be carried out.
Future implementation goals include the use of forecast logic in sales planning and the expansion of the HR module.
The CoPlanner system solution is characterized by a high degree of flexibility in modeling, whereby the proven standard model is individualized according to requirements, while at the same time CoPlanner allows the end user simple and intuitive access.
The coaching approach enables specialist administrators to maintain and further develop the system independently.