Planning Maestro PLANNING

What is Planning Maestro PLANNING ?

PLANNING

Improve visibility with a better view of business health. Integrate data from multiple sources, making it easier to know what to do first and why.

Collaborative Planning

Intelligent Planning involves employees and stakeholders across the organization. Operational managers see the impact of strategic decisions and changing assumptions, while centralized budgets, forecasts, and reports remain accurate and up-to-date for the executive team.

• Role-based security protects sensitive data by ensuring that all employees see only the data relevant to them and dictates what functionality is allowed by the user (i.e. read versus write).
• Increase visibility and add context to users through shared comments, assumptions, and audit trail features.
• Financial integrity safeguards impose the necessary rigour so that the data entered by each contributor is automatically linked to the correct results.
• Self-service reports allow any user to analyze operational performance data and forecasts.

Improving visibility

Smart Planning provides a direct view of business health, allowing business managers to identify and react to trends immediately.

• Instantly compare real data to plan and maintain strict performance control.
• Do a detailed search to find the story behind the numbers.
• Use data to make better decisions faster.

Financial intelligence without formula

Spreadsheet planning is heavy, subject to errors and inconsistencies, and makes it difficult to come up with answers. With Intelligent Planning, pre-programmed logic, and integrated financial intelligence automate routine tasks, ensure accuracy, and free up staff to focus on more meaningful, value-added work

• Automated workflows ensure that all transactional information and data flows through the financial statements according to the way your business works and follows US GAAP accounting rules.
• Scenario planning is simplified, allowing you to generate accurate future financial statements.
• Data-based plans mean you can rely on your numbers when making decisions.

Connecting to GL, ERP, CRM and other relevant data sources

Data integrators automate secure transaction data exchange to enable continuous comparations of actual and accurate budgets and forecasts, while eliminating the potential for data entry errors and duplicate information.

• Transfer data from your accounting/ERP software, including account plan, trial balance data, and existing gl budgets.
• Compare the actual values with the budget without cutting and pasting.
• Eliminate data entry errors caused by manual data transfers.

System requirements:

CPU: 1.8 GHz dual core processor

RAM: 2 GB

HDD / SSD: 50 GB of free space on the main drive

Operating system: Microsoft Windows 10, Microsoft Windows 8 32-bit, Microsoft Windows 7 32-bit and Microsoft Windows Vista 32-bit

Resolution: 1024×768

Supported operating systems

Mac OS X 10.5 x (Leopard), Mac OS X 10.6 (Snow Leopard), Mac OS X 10.7 (Lion), Mac OS X 10.7 (Mountain Lion), OS X 10.9 (Mavericks) and Mac OS X 10.10 (Yosemite)

Hardware requirements

Memory - 1 GB of RAM and more

Free disk space - 50 MB

System type - 32-bit and 64-bit OS