Planning and Consolidation | Enterprise Performance Management
Planning
Annual and multi-year plans built on the operating structure.
What it does
Inside Planning.
The plan is one artefact with named owners rather than forty files with one owner.
01
Top-down targets with bottom-up contribution in one model
02
Multi-year plans with phasing rules and seasonality
03
Headcount, capital and operating plans in a single structure
04
Contributor workflow with submission, review and lock
Where it sits
Part of Planning and Consolidation.
Budgeting Budgets that hold, because commitments check against them. Forecasting Rolling forecasts that update as periods close. Profitability Margin by product, customer, channel and entity, fully costed. Scenario Modelling Alternatives modelled on the same structure, not in a copy. Close Management The performance side of the close: reviews, commentary and sign-off.
Run Planning against your books.
A working session on your structure and a month of your documents.