PLAN — Planning and budgeting
An intuitive system for building the plan and consolidating the budget of the whole company
Minimal resources tied up
SM Planning and Budgets needs very few people to run a company’s entire budgeting exercise, whatever its size, which makes both the financial and the operational rollout easier.
Time saved for what really matters
SM Planning and Budgets is intuitive to work with and reports instantly, from the overall picture down to the smallest budgeting detail, through smart tools for configuring and managing financial and operational indicators — freeing time for work that adds far more value.
Precision and an eye for the details that make the difference
Across planning and budget execution, SM Planning and Budgets supports plan-versus-actual analyses and simulations and models what-if scenarios, for forecasts that serve the business in the short, medium and long term.
Full control and accuracy, going forward
SM Planning and Budgets filters existing information quickly, spots possible deviations, errors or discrepancies and allows real-time adjustments, for lasting budget transparency.
SM Planning and Budgets handles even the most complex planning and execution exercise accurately and instantly, right through to budget consolidation.
P&L, capital expenditure, cash flow and balance sheet planning
Multi-year operational planning
Top-down and bottom-up planning
Automatic consolidation
Detailed input forms
Automatic cost allocations
Instant reporting
Integrated financial statements
Workflow
Plan versions: forecast / plan, budget and current position
Management of the organisation, departments, people and documents
All in all, SM Planning and Budgets gives you:
simple, integrated data configuration (monetary and non-monetary values),
synchronised, automatic budget reporting
in a single multi-language, multi-currency and multi-company interface,
making it easier to build budgets at department and sub-department level (marketing, operations, sales, purchasing, inventory, manufacturing and so on) and to tie them together,
for automated estimates of profit, cash flow and balance sheet indicators, fast consolidation into the organisation’s budget, and multi-dimensional work on plan versus actual throughout the budgeting exercise.
Why choose SM Financial Optimizer
Every company wants to grow, but growing profitably is not easy. Analysing and optimising profitability is extremely valuable for strategic and operational decisions — and it is also a process that takes a lot of time and effort.
The companies that optimise profitability, or profitable growth, best — in real time and regularly — are the ones that will create value for every stakeholder and grow more competitive in their market.