Planacy

“The Excel solution presented challenges related to data quality, version control and the ability for several people to work simultaneously. The process was also highly dependent on specific individuals, which made it difficult to establish clear accountability for budget responsibility across the business. We wanted each Business Area to be able to take full responsibility for its own planning and budget,”

““Een goed systeem helpt zowel tijd als middelen te besparen en vermindert tegelijkertijd de administratieve belasting van het budgetproces, en dat is precies wat Planacy doet. Voor ons heeft Planacy ook gezorgd voor betere samenwerking, meer betrokkenheid binnen de organisatie en een betrouwbaardere basis voor besluitvorming en planning,””

““Het team van Planacy was professioneel en luisterde goed, en heeft ons geholpen de oplossing aan te passen aan de specifieke behoeften van onze organisatie. De ondersteuning is snel, deskundig en goed bereikbaar,””

““De grootste voordelen zijn een hogere efficiëntie, een betere datakwaliteit en een aanzienlijk transparanter planningsproces. De oplossing maakt het eenvoudig om informatie bij te werken en te analyseren, terwijl ze tegelijkertijd vertrouwen biedt in de gegevens en de besluitvormingsbasis””

““Al in het tweede jaar zien we een aanzienlijk meer gestructureerd en efficiënt budget- en prognoseproces. Bovendien is het inzicht in de kostendrijvers van de organisatie toegenomen, wat betere voorwaarden schept voor de juiste prioriteiten en besluiten,””

““De integraties werken zeer goed en geven ons rechtstreeks in het planningsproces toegang tot actuele informatie en relevante KPI's. Dat biedt ons betere voorwaarden om zowel aan planning, opvolging als analyse te werken op basis van relevante en actuele informatie,””

““De Excel-oplossing bracht uitdagingen met zich mee op het gebied van datakwaliteit, versiebeheer en de mogelijkheid voor meerdere mensen om tegelijkertijd te werken. Het proces was bovendien in hoge mate afhankelijk van één persoon, waardoor het moeilijk was om een duidelijke verantwoordelijkheid voor het budget vast te leggen binnen de organisatie. We wilden dat elk bedrijfsonderdeel de volledige verantwoordelijkheid kon nemen voor de eigen planning en begroting,””

““The biggest advantage of Planacy is that we have a common structure where all updates automatically flow through to the final budget report,””

“"It works very smoothly and makes it possible to monitor the budget as soon as any unit updates its figures,"”

““With Planacy, we can follow up on the budget as soon as an entity updates its figures. This gives us a completely different level of transparency and enables us to act more quickly throughout the process,””

““Our challenge was that both the local updates and the central consolidation took a lot of time. With Planacy, we have established a common way of working and a single source of truth for what is actually included in the budget,””

“A modern FP&A tool is an investment that quickly creates value through more efficient processes, improved quality and greater confidence in the data used for decision-making. For us, the time savings and improved control have made the investment well worthwhile. My advice is to have a clear implementation plan and dedicate enough time to get the full value from the solution. With the right provider, the transition can be both smooth and successful. In our experience, Planacy has provided strong support throughout the entire process,”

“We are very satisfied with both the implementation and our ongoing collaboration with Planacy. The project was carried out professionally and in a structured manner, and throughout the entire process, we have experienced a high level of commitment from the team. The support is responsive, knowledgeable and solution-oriented. It is clear that they take the time to understand our organisation and our needs, which means we receive relevant answers and support when we need it.”

“The biggest advantage is the combination of flexibility, efficiency and control. We can easily manage multiple budgeting and forecasting processes in parallel and create different scenarios to support decision-making across the organisation. Being able to reuse data from previous budgets and forecasts makes the process significantly smoother, while comparing plans against actuals is simple and structured. We can work more proactively, make better decisions and at the same time reduce the risk of errors caused by manual processes,”

“Planacy has had a very positive impact on our processes. The FP&A system we used previously required manual reconciliations and additional control files. This made the work both time-consuming and vulnerable. With Planacy, our budgeting, forecasting and reporting processes have become more efficient and less dependent on manual tasks. We have improved the quality of our processes and gained greater confidence in our figures, allowing us to focus more on analysis and proactive work rather than manual tasks,”

“– Support is prompt and knowledgeable, and it is easy to schedule a review when needed, concludes Carin Keller.”

“– With system support, it is possible to develop and automate the work so that you can easily get a quick overview.”

“– The daily integration with Visma Edge works well. We manage operational costs and HR budgeting in Planacy, Carin explains.”

“– Our previous solution was consultancy-heavy and involved a lot of manual handling. With Planacy, we have primarily simplified administration and gained a user-friendly system, says Carin.”

“Yes. We are very happy with Planacy. In addition to increased traceability and a lower margin of error, everything is going faster. Overall, we have a more efficient process for both budgeting and forecasting, which we will continue to develop as we grow”

“As the person responsible for the group, I couldn’t effectively monitor the process and catch errors in good enough time as people were sitting in local files. Excel worked well for a long time but as we grew it quickly became inefficient. In Planacy, we get a completely different traceability, a faster process and we can also work with version control,”

“As we grew, we needed a higher level of traceability and security. We wanted to digitise and take control of the budget process, which we did with Planacy”