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.

Say goodbye to siloed planning

Integration is key to streamlined planning, budgeting and forecasting. In order to adapt to today's quickly changing business conditions, you need one solution that creates a single source of truth and visibility into all your data. And it's not just for finance — the same robust planning solution can be a powerful forecasting engine across your organization.

Solve your planning challenges

Acceleration

Automate slow, spreadsheet-based planning, budgeting and forecasting and enable your team to derive faster insights.


"Our reporting processes are at least 50 percent faster now, which has a real positive impact on the way we do business.”
—Connie Walsh, Allen Edmonds

Collaboration

Synchronize processes and data across the organization from finance to operations to create more accurate, integrated plans.


“Everything is now customized according to the business role of the user — each business function has its own template for calculations within IBM Planning Analytics, which are then combined to form the full P&L."
—Olivier Bonomini, EF Education First 

Agility

Create dynamic plans, forecasts and reports in a solution that helps enable you to more easily adjust to changing internal and external conditions.


“With [IBM] Planning Analytics on Cloud, data is instantly available, and we’re able to manipulate that data in a much more flexible way. It is definitely helping us to anticipate and adapt to changing conditions in a much more agile way.” 
—Margaux Barradas-Brand, ‎STA Travel

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.

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Customer success

A Telecommunications success story

Learn how IBM client upgraded its business intelligence capabilities with IBM® Cognos® Analytics—unlocking new self-service capabilities to help teams get insights faster.

Frasers Property Australia

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

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.

Laura Ashley

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

Resources

Webinar: Faster, Flexible Analysis—Hierarchies and More in IBM Planning Analytics

Learn how Hierarchies and More in IBM Planning Analytics can help organizations transform their planning and analysis processes.

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. 

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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