With the Corporate Planning software, you have your figures at your fingertips

In Corporate Planner, Corporate Planner Finance, our web client, Corporate Planner Cash and our dashboard client, our software offers you everything you need for operational planning, budgeting, analysis and reporting tasks. Full flexibility and customisation options, straightforward handling and over 300 preconfigured business administration functions help you to concentrate entirely on your job.

Applications for operational management

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Planning and budgeting

Corporate Planner offers you a unique variety of professional planning functions based on business management expertise, including freely definable planning data streams, top-down/bottom-up planning, input masks for HR planning, automatic forecasts, trend analyses, simulations and much more besides.

Analysis
For a detailed evaluation of your business data, you can take your pick from the diverse analysis functions on offer. Plot your figures in a chart and visualise your findings. All analyses remain dynamic and can be altered and extended as desired. You might, for instance, vary the objects on display, the underlying data streams or time spans, or the output type as well. Let your analytical intuition run free!

The following are just some of the analyses on offer: variance analysis, Pareto analysis, break-even analysis, cash-flow analysis, drill-down analyses, key ratio analysis, and many more besides.
Multidimensional analysis
Multidimensional analysis of mass data using the direct connection of the CP-Suite to the multidimensional analysis tool QlikView/Qlik Sense. With QlikView/Qlik Sense you can understand your business in brand new ways by consolidating relevant data from multiple sources into a single application, by exploring the associations in your data, and by enabling social decision-making through secure, real-time collaboration.
Reporting
With the help of a variety of report templates, a reporting system that is geared to its users is very simple to implement. Thus, each line manager, head of department and chief executive receives the information intended for him exactly when he needs it.

You can produce detailed reports to suit all kinds of different requirements. Report templates need only be defined once and are then always ready to use. The values are automatically scaled to fit into the display.
Integrated financial planning
When sales patterns change, customer or supplier payment profiles are altered, or future investments have to be planned, all these decisions have complex effects on the P&L, the cash budget and the budgeted balance sheet.

No matter which of your budgets you are using for your operational plan – be they from cost accounting, sales management or HR – with Corporate Planner Finance you can transfer these directly to your integrated financial planning. These interdependencies are automatically taken into account. The financial plan, balance sheet, source and application of funds and the P&L are linked together dynamically. Changes which are made at one point will have an immediate impact on all the other constituent parts. An automatic forecast is calculated from the latest actual figures and your plan data.

More about Financial Planning
Liquidity management
Optimise and safeguard your company's solvency! With the overview of all cash flows, you can clear financial bottlenecks in good time or invest surplus funds for maximum return. Optimise the management of your finances on a daily basis and put your company's financial resources to the best possible use.

Corporate Planner Cash assists you by providing a liquidity analysis across the group, recommending measures for short-term cash management, automatic optimisation of cash discounts and interest, debtor and creditor monitoring, cash flow optimisation and cash pooling.

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Dashboard client
Managers need to have the key facts and figures straight away and at a glance. All your company data are instantly visualised in the form of dashboard displays. A smooth interface to the original values ensures that the display is always up to date. A single click takes you straight to the underlying details in the system.
Benefit from the convenience of specialised displays, integrated early-warning systems, a customised layout, direct access to details, and secure access through the rights management system.

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Web client for planning, analysis and reporting
With the web client, you are fully mobile in corporate performance management. It offers flexible deployment options for business planning and management. Simply call up your key business data and performance indicators on any platform and with any modern browser – no matter where you happen to be. The latest sales figures for the meeting, the current cash flow plan for negotiations with creditors or the monthly budgeted balance sheets can easily be accessed on a mobile device.

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Multi-user Excel environment
Those who have been using Excel for years need not give up this familiar working environment. With the Excel Client, you can carry on analysing and reporting in Microsoft Excel. The values are linked to the source data in the Corporate Planner Suite.
Because the values are constantly refreshed and direct access to a data source is maintained, your work becomes much easier and errors are reduced to a minimum. The data are always the latest and everyone involved can easily keep track of things. Several users can work in the same Excel sheet at once – which makes Excel multi-user capable!
Besides, you can use numerous Corporate Planner Suite functions to make your corporate performance management even more efficient. Many different planning functions such as top-down / bottom-up or seasonal planning, dynamic charts and reports, and a wide range of layout functions open up new directions for your business planning.

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Mobile BI
With a new enhancement in the Excel client, in just a few minutes you can now automatically create suitable templates for use with one of the most innovative mobile BI applications altogether: Roambi®, the intuitive and free business app, lets you have diverse analysis variants ready in an instant. Experts have said that Roambi® is the most important app on a business iPad or iPhone apart from email and diaries. That certainly goes for CP users!