Budgeting and control. PlanDesigner & UPE designer includes a variety of functions to automate budgeting processes of mid-size and large companies.
- tools to build automated models for budget management that use various methods, including:
o planning from zero basis and marginal planning (from achieved results);
o planning based on standards and trends, with external and internal limits;
o rolling planning with required time horizons, rules modeling for automated replanning of future periods based on actual trends;
o downright planning (from goals to detailed parameters), upward planning (from department opportunities to aggregated figures), opposite planning (as a tool to map targets with possibilities);
o activity description in natural values and in financial terms with subsequent consolidation of financial and non-financial budgets of separate cost centers (departments) into holding (enterprise) budgets.
- integration tools with various accounting and ERP-systems, office packages and specialized production applications.
- relations to other management processes (strategy, investments, projects, customer relations, treasury) on a single PlanDesigner & UPE platform.
Consolidation. PlayDesigner & UPE platform allows automation of the following tasks:
- collection (import) of actual data from various accounting or analytical systems of separate companies (business units) of a holding;
- approval and symmetry check of internal turnovers with regard to transfer pricing mechanisms;
- consolidation of financial data with selection and elimination of internal turnovers between the holding business units;
- multilevel consolidation (enterprises -> business units -> subholdnigs -> holdings) with flexible setup of unlimited number of levels and consolidation rules on all levels;
- calculation of crossholding portions of daughter and dependent companies, calculation of minority interests;
- collection and aggregation according to predefined rules of non-financial indicators of holding’s businesses;
- setup of free reports on different levels to be provided to various interested user groups;
Project management. PlanDesigner & UPE program and project management system solves the following core tasks:
- support of operational decision making;
- creation of management panels on various levels;
- goal achievement efficiency estimation per different responsible employees;
- program and project modifications due to changing circumstances;
- generation of resulting reports.
- planning:
- creation of hierarchical structure of programs and projects;
- creation of goal achievement liability systems;
- regulated management over plan confirmations;
- investment planning for programs and projects.
- deviation control subsystem:
- defining a list of controlled parameters and deviation ranges scales;
- various means to inform the users about exceeding the deviation limit;
- cause-and-effect relations analysis to reflect the prime cause of deviations;
- visualization of deviations.
- monitoring subsystem:
- monitoring of network project plans realization;
- monitoring of program and project financing;
- monitoring of implementation practices;
- monitoring of documents life cycle.
Strategic management. PlanDesigner & UPE system allows creating a strategic goals system and describing the structure and relations of the core strategic components in company terms and structures, such as SWOT, PEST, etc.
Functionality of the strategic management system:
- balanced scorecard and KPI system. Digitizing of qualitative indicators of BSC, Six Sigma dimension systems, indicators pyramid, etc;
- initiative management;
- project portfolio management;
- investment portfolio management;
- strategic maps;
- dynamic regulations map;
- customer relationship management;
- director’s dashboard.
Balanced scorecard. PlanDesigner & UPE balanced scorecard management system solves the following tasks:
- Support of operational decision making:
o creation of management panels on various levels;
o goal achievement efficiency estimation per different responsible employees;
o project modifications due to changing circumstances;
o references between achieved results and a staff motivation system.
o visualization of strategy realization key indicators tree;
o assignment of responsible employees to indicators;
o definition of calculation rules and indicator weights;
o definition of minimum and maximum acceptable values.
- Deviation control subsystem:
o calculation of deviations between actual and planned indicator values, scale definition;
o various means to notify the users about exceeding the level of indicator deviations;
o various means to inform the users about exceeding the deviation limit;
o cause-and-effect relations analysis to reflect the prime cause of deviations;
o visualization of deviations and report generation.
o regulated management of actual data collection;
o data import from external sources per periods;
o manual data entry of actual values per periods;
o calculation of the top-level indicators and the extent of goal achievements.
Back
