Transform your planning, reporting and analysis processes

Steer your business performance more effectively by providing the speed, agility and foresight you need to compete successfully. Finance and business users across companies of all sizes can synthesize information, uncover trends and deliver insights to improve decision making throughout the organization.

Align strategic financial goals with operational targets

  • Automate routine tasks to reduce planning cycles and increase forecasting accuracy.
  • Identify the most profitable products, customers and sales channels.
  • Test multiple business scenarios, and immediately see the financial impact of alternative courses of action.
  • React with agility to changing market conditions.
  • Support decision-making and strategic planning across the organization.

Plan and scale your workforce to meet your business goals

  • Connect data sources across the company to create an integrated HR plan.
  • Plan workforce capacity and skills development to prepare for the needs of the future.
  • Improve HR decision-making by creating an accurate view of current head count and future requirements.
  • Align salary and compensation to business plans.

Link global operations, plan production and meet customer demand

  • Manage resources more effectively — better utilize capital, personnel, equipment, vehicles and facilities.
  • Unify planning data and processes throughout your business.
  • Find correlations and patterns to identify the best scenarios, blending top-down and bottom-up planning.
  • Streamline your purchasing process to minimize logistical and inventory costs.
  • Employ dynamic plans and schedules to help you adapt to changing market conditions.

Continuously forecast and align IT projects to corporate growth

  • Plan and budget for major capital expenditures (CAPEX) to improve your organization’s IT infrastructure.
  • Continuously adopt newer technologies and agile practices to stay ahead of the competition.
  • Easily integrate predictive capabilities into your planning process.
  • Make real-time adjustments to project scope, based on changing market conditions or business priorities.

Plan territories, quotas and forecast sales to meet corporate strategy

  • Adjust forecasts as needed, even in the middle of a sales planning cycle.
  • Improve the accuracy of sales forecasts to predict future sales, using real-time data.
  • Enhance visibility into sales force, territory distribution and enterprise performance to better align resources across your organization.
  • Improve sales territory coverage models with data-driven insights.

Make marketing more efficient through effective plans, forecasts and spends

  • Increase the accuracy of marketing lead funnel models and align them to sales staffing and revenue targets.
  • Integrate marketing tactics and plans with sales strategies and financial plans across your organization.
  • Align campaigns and programs to sales targets to maximize ROI of your marketing spend.
  • Generate revenue forecasts based on marketing metrics connected to historical performance and real-time data.

See why IBM was named a leader by Nucleus Research

Learn why IBM was "Top-ranked" in 25 KPIs in the BARC Planning Survey 18

Discover why BPM Partners named IBM an established market leader in business performance management

Features

Speed up planning cycles

Speed up planning cycles

Deploy on premises or on cloud to automate slow, spreadsheet-based planning, budgeting and forecasting.

Transform planning processes

Transform planning processes

Transform your processes with driver-based plans and rolling forecasts that integrate financial and operational performance management. 

Collaborate on forecasts

Collaborate on forecasts

Collaborate on plans, budgets and forecasts with colleagues across the organization, through a range of devices. 

Close, consolidate and report

Close, consolidate and report

Automate and accelerate the financial close process and provide an enterprise view of key financial ratios and metrics. 

Featured solution

IBM Planning Analytics

IBM Planning Analytics, powered by IBM TM1®, can help you explore and analyze data, create sophisticated scenario models and perform in-depth, multidimensional analysis to assess the impact of initiatives and market events on your most profitable products, customers and sales channels.

Customer success

London South Bank University

IBM Planning Analytics reduced the time it takes to complete payroll planning and budget updates from one day to one hour.

Karnov Group

IBM Planning Analytics on Cloud boosts scalability and provides Karnov Group with a system that supports continued growth.

Frasers Property Australia

IBM Planning Analytics enables faster, more accurate forecasting and enhances scenario planning for smarter decision-making.

Laura Ashley

IBM Planning Analytics and IBM Cognos Controller have enabled rapid financial consolidations for both management and statutory reporting.

Resources

IBM Business Analytics Resource Center

Watch on-demand webinars and videos to explore trending topics and learn from IBM subject matter experts.

Analytics-powered enterprise performance management (EPM)

Learn how an EPM solution can facilitate a better planning process – and better business results.

Spreadsheets for planning? A popular tool needs help

Navigate around the "potholes" involved with using Microsoft Excel spreadsheets and maximize the value provided in your enterprise-wide planning and performance management.

Planning, budgeting and forecasting: Software selection guide

Read about a systematic approach to selecting planning, budgeting and forecasting software that facilitates rolling forecasts and more of today’s best practices in finance. 

Related solutions

IBM Cognos Analytics

Become more analytics-driven with an integrated solution for all your managed and self-service needs. Empower people to work with data and find their own answers within a governed framework. 

IBM CPLEX® Optimization Studio

Optimize your business decisions, develop and deploy optimization models quickly, and create real-world applications that can significantly improve business outcomes.

IBM Decision Optimization Center

Use powerful analytics to solve tough planning and scheduling challenges, which can drive better outcomes.

IBM SPSS® Modeler

Bring predictive intelligence to decisions made by individuals, groups, systems, and the enterprise, using a predictive analytics platform.

Our reporting processes are at least 50 percent faster now, which has a real positive impact on the way we do business.

—Connie Walsh, Director of Retail Inventory, Planning and Analysis, Allen Edmonds

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