Corporate planning with Microsoft Power BI

Get all the important information and data on one platform

You won’t make informed or far-reaching business decisions with disparate information. That being said, manually merging data from all across the company – supply, demand, products, and finance, etc. – is a laborious and error-prone process.

Replace your stand-alone solutions with an integrated planning solution on an end-to-end platform – to ensure sound and informed decisions! Corporate planning is the key word here.

What exactly is corporate planning?

Corporate planning is one of the most important management and controlling tasks performed by commercial enterprises. It defines the strategy, the structures, and processes for the future – It anticipates all of these things. Operational measures can then be derived from this planning.

The goal here is generally to align business units that have traditionally operated in silos, managing core services such as HR, payroll, accounting, IT, and security.

Planning is the key to a company’s success. The big challenge here is bringing together all kinds of company information in a single planning system.
The goal: Achieve optimum business performance!

This requires actual data as well as internal, external, and cross-functional dynamic data. These data sets are the foundation for reliable financial and corporate planning. This allows strategic goals to be derived and presented via management-compliant reporting.

Implement operational and strategic planning with determination. Sound good?

You can do just that with the Acterys All-In-One xP&A platform! How to get your financial processes up and running – in the cloud or on premise.

Implementation at this point with Power BI is fast, flexible, and user-friendly. This allows teams to align with cross-functional, comprehensive plans, respond to changes in real time, and realize previously unrecognized opportunities.

And best of all: You remain in control, avoid spreadsheet chaos, and benefit from extensive security and governance features on one central data model!

• ORBIS has many years of business and corporate performance management experience, based on its own P&A and partner solutions.
• A large number of satisfied reference customers can attest to this: You benefit from the extensive ORBIS business intelligence, planning, process, and industry expertise.
• A variety of workshops and training sessions that are individually tailored to your needs will “power-charge” your team and provide a plan.
• Even after a corporate performance management project has been rolled out, ORBIS will continue to advise and support you with an after go-live concept
• ORBIS keeps your employees’ knowledge up to date with useful webcasts, tools, and events.
• Expert advice regarding financial planning, consolidation, strategic and operational planning, analysis and reporting for every aspects of Microsoft Power BI with ACTERYS form the basis for a successful project advancement strategy.
• As a Microsoft and ACTERYS Partner, ORBIS has excellent relationships that add value to customers during project implementation.

• It is the all-in-one xP&A platform solution. Perfect for your holistic corporate planning and controlling!
• It’s more than just a piece of planning software. Goals that you have set in your company with corporate performance management (CPM) and enterprise performance management (EPM) are easier to realize.
• Fully integrated in the Microsoft Business Intelligence solution Power BI, this solution is a further development of your business performance management.
• The management organization, the corporate planning division, controlling, and other corporate organizations involved in financial planning and, consequently, corporate planning benefit from this all-in-one approach.

What is corporate performance management?

Corporate performance management, or CPM for short, is an umbrella term. The term describes the methods, metrics, processes, and systems used to monitor and control a company's business performance. Applications that enable CPM translate strategically focused information into operational plans and send aggregated results.

What is enterprise performance management?

Enterprise performance management, or EPM for short, refers to solutions and methods that are essential for corporate management.

Key performance indicators (KPIs) such as turnover, overheads, and operating costs as well as return on investment (ROI) are generally used for planning, measuring, and controlling performance.

The following management processes are covered:

• Budgeting
• Planning
• Forecasting and modeling the value creation of a company
• Consolidation of results
• Reporting to internal and external stakeholders
• Performance analysis

What is business performance management?

Business performance management, or BPM for short, is an advanced form of business intelligence (BI) used to monitor and control the performance of a company. KPIs are used here, e.g., turnover, return on investment, overheads, and operating costs.