Agile Planning for the Office of Finance
Save Your Time for Analysis & Decision-Making and Let Technology Deal With Data Gathering
Finance professionals struggle with Excel to set targets and templates, consolidate huge amounts of data, validate it, refine it, deliver high quality results to top management, manage versions and what-if scenarios — and as they accomplish that, the mission just began: compare actual vs. plan and provide relevant gap analysis and effective insights to decision makers.
Agile Planning's powerful modeling and process management platform will release you from endless "copy-paste," fixing of broken links, gathering data, and other low-value tasks that kill productivity.
Process Management
Agile Planning Management Console gives you complete control over the planning process. Open and close versions and scenarios, manage organizational structure, product portfolios, roles and authorizations, audit changes, and set automated data validation.
Synchronize Targets & Commitment
Agile Planning manages communication between planners; sets and monitors targets; makes sure everyone aims towards the same goals; keeps notes and annotations directly in your BI.
Innovative User Interface
Design varied planning modules, set rules for automated data integrity. Create data entry web-forms or validated Excel uploads and have all the data you need on hand.
Consolidate Different Modules into One Unified Plan
Agile Planning Consolidation is easy: push the button and refresh your reports. Lock versions from changing or copy a scenario to a new one so you can track and control changes.
Analysis & Monitoring
Agile Planning uses Qlik as an integrated dashboard to help you transform data into knowledge and knowledge into know-how.
Financial Toolkit Live Demo →