Bring power and flexibility to the budgeting, planning and forecasting process.
Flex Planning is a business performance management solution that helps business users tackle the challenges related to budgeting, forecasting and other complex planning activities. The solution reduces the time it takes to collect and manage financial data from across the organization, making reporting analysis easier and more efficient. This has helped our clients produce more accurate plans, more timely re-forecasts and quickly align strategic and operational data.
Like all of our products, Flex Planning is built on the powerful FlexMI platform, giving you complete process optimization to improve efficiency, productivity and performance. The solution is completely configurable based on your business model, meaning we design, build and customize the solution based on your business needs. This allows us to deliver a planning solution that fits around your business process rather than requiring you to fit your process around a preconfigured performance management solution.
System notifications and email alerts drive collaboration across all devices, including mobile.
Actuals data is available immediately after period close, helping users plan with the latest data.
Business users have the flexibility to make changes to the budget mid-cycle and re-forecast in minutes.
Leverage Excel for Data Collection and Modeling
Flex Planning uses a native Excel environment for data capturing and modeling, allowing you to retain your investment in spreadsheet models, formulas and knowledge – without the challenges traditionally associated with a manual spreadsheet process.
Business users from across the enterprise can push and pull budgeting data within spreadsheets to a centrally controlled and managed database, reducing data redundancy and creating a single version of the truth.
Strategic plans, budgets, and rolling forecasts can be integrated with actual data from internal accounting systems.
The solution’s multi-dimensional data cube consolidates your planning data, instantly rolling up numbers from across the organization and allowing users to ‘slice and dice’ the data for targeted insights.
Complete Process Optimization
Flex Planning is built on the powerful FlexMI platform, bringing optimization and maturity to processes across the organization.
The multi-purpose platform supports any business process that would benefit from standard data capture, consolidation, a central database, process automation, and business intelligence.
Expand the platform with easy to integrate plugins to: