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eXtended Planning & Analysis (xP&A)

Unify Financial and Operational Planning

Intelligently align Finance Planning & Analysis (FP&A), Operational Planning & Analysis (OP&A) and Artificial Intelligence/Machine Learning (AI/ML) to better enable collaboration, accelerate delivery and enhance enterprise agility while drive continuous planning and organizational performance through a unified, extended platform.

Intelligently align Finance Planning & Analysis (FP&A), Operational Planning & Analysis (OP&A) and Artificial Intelligence/Machine Learning (AI/ML) to better enable collaboration, accelerate delivery and enhance enterprise agility while drive continuous planning and organizational performance through a unified, extended platform.

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01

Enable Collaboration

Enable continuous collaboration and performance management using daily and weekly signaling, scenario planning and now with AI enabled forecasting.

02

Accelerate Delivery

Accelerate time to value and compose a solution designed for your business with pre-built Marketplace solutions for workforce planning, capital planning, cash planning, sales planning and more.

03

Enhance Agility

Rapidly develop new forecast scenarios based on historic and real-time data through built-in, predictive Auto AI and machine learning capabilities.

Key Features

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01 of 04

Unified, Extensible Platform

Align financial and operational planning and reporting across the organization through a single, unified platform and user experience.

  • Provide a single version of the truth for actuals, plans, forecasts and scenario models.
  • Align summarized financial plans and forecasts to detailed operational plans and business models.
  • Quickly compare actual results to budgets and forecasts and drill-down into variances to understand causes and identify key risks and opportunities.

Purpose-Built Operational Planning Solutions

Create driver-based planning models and unify across profit & loss statements, balance sheet and cash flow plans and scenarios.

  • Expand human capital management with People Planning solution to enhance decision making and collaboration between finance and HR. Project the costs of new hires and changes for compensation, benefits, taxes, travel, and other related expenses.
  • Seamlessly tie capital assets to strategic, business and operation plans. Use the Capital Planning solution to streamline the planning of capital assets and related impact to depreciation, maintenance and insurance across.
  • Continuously align sales goals and financial plans. Leverage the Sales Planning solution to intelligently align customers, products, pricing and sales targets with financial plans.

Built-in Financial Data Quality

Integrate and validate data from multiple sources and make confident decisions based on accurate financial and operating results.

  • Integrate directly to any open GL/ERP, CRM, HCM and other systems with powerful pre-built connectors and drill-through capabilities.
  • Powerful pre- and post-data load validations and confirmations ensure the accuracy of financial and operating results.
  • 100% transparency and audit trails for data, meta data and process changes provides visibility from report to source.

Financial Signaling

Enable FP&A teams to leverage daily and weekly signals on working capital, controllable costs, sales pacing and other KPIs, and then blend it with higher velocity financial transactions and operational data from multiple sources to create dynamic visualizations.

  • Increase insight visibility across the enterprise with system surfaced metrics, called signals, about Corporate Finance, Operational Finance, Brand Finance and Sales Finance teams.
  • Enrich collaboration between finance team and business partners to propose actions ahead of month end to continually drive performance on an ongoing basis.
  • Maintain one source of truth for all data within the office of finance and lines of business – Organize operational data using financial hierarchies for consistent reporting and analysis.

Built-in Reporting and Analytics

Gain a single lens into financial and operating results with in-system reporting, dashboards, analysis, Microsoft Excel® and Office® integration.

  • Improve decision making and drive better results across the enterprise. Enable perspective reporting on both finance and operational planning from the same data. Answer any question in seconds.
  • Streamline insights and patterns across large integrated finance and operational data sets. Guided Reporting allows you to mix and match row and column templates for infinite reporting combinations.
  • Leverage financial and operational data to enhance Self-Service, interactive dashboards offer executives, managers and business users the insight needed to make quicker and better decisions.

Customers We Work With

The Rise of xP&A

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