Planning, Budgeting and Forecasting

Planning enables business owners to maintain independent plans while aligning planning processes across the enterprise – all with the ease and simplicity of the cloud – with process automation, driver, trend, predictive planning.

Success Story

Global Beverage Retailer introduces Cloud Planning & Reporting to their Budgeting and Forecasting Process

Challenge

• Excel templates are decentralized
• Constant Currency analysis for Growth is very complex
• Reporting (waterfall charts, dashboards, and monthly decks are very manual and time consuming)

Solution

Planning & Budgeting (EPBCS) & Performance Reporting (EPRCS)

Benefits

• Standard templates that are centrally maintained
• Standard logic for constant currency, seeding, curving analysis
• Script automation via EPM Automate & Groovy
• Charts, Dashboards, Infolets from FR & EPRCS