"The greatest benefits from using the software have been in replacing the plan that was produced in Excel, integrating the P&L, balance sheet and cash flow plan, and speeding up the reporting process with standard reports."
Head of Finance/Controlling
- Balance sheet planning
- P&L planning
- Plan-actual comparisons
- HR management
- Integrated financial planning
- Varial Guide / World Edition
What have been the greatest benefits from using the software?
The greatest benefits from using the software have been in replacing the plan that was produced in Excel, integrating the P&L, balance sheet and cash flow plan, and speeding up the reporting process with standard reports.
What processes and structures can you now depict, and how?
- detailed turnover and quantity plans with fluctuating prices,
- different payment terms for individual customers are now easy to model in the plan,
- different payment arrangements for recurrent payments such as taxes, maintenance contracts, etc.
How do you find the handling of the software?
Having had initial training in the master-client method and the tree structure, I find the handling of the software easy and intuitive. There are still a couple of sticking points when transferring the actual figures from our financial accounting system to Corporate Planner, but that’s mostly down to how our financial accounting data are structured.
How did you find the process of adding more solutions?
The introduction of Corporate Planner Excel as a link for other departments involved in the planning process, such as production planning and HR planning, was a worthwhile investment – particularly since external departments still prefer working in their tried and trusted Excel sheets, and this lets them carry on as before. The data are then simply imported to the planning streams via Corporate Planner Excel. The solution has also proven to be a useful addition when it comes to exporting various ad-hoc reports and creating report templates for the executive management.