Most organizations realized in 2020 that their traditional, manual planning processes were inadequate at best, and a liability at worst. QueBIT and its software partners specialize in helping clients move from disconnected, siloed planning into a collaborative and agile planning process turbocharged by automation and smart use of AI. This future state is Extended Planning & Analysis – or xP&A.
Anaplan offers various ways of integrating data into the platform. The decision of how to import and export data is dependent on the context surrounding the use case. Who is going to own the data integration process moving forward? What technical know-how do they currently possess? What does your data architecture consist of? Or to be more granular, will the source data need to be transformed prior to import, what kinds of ETL tools are in use, what is the volume of the data sources, and are they consisting of on-premises, software as a service (SaaS), or both? How much automation will be necessary to perform the integration? The choice of integration should be made according to these complexities, and the skill set inherent to the user base. If you or your business are looking to streamline the process of importing and exporting data with Anaplan but aren’t sure which of the many data integration options are right for you: read on!
I am not a Finance guy, but as a Product Manager at QueBIT, I am part of a team that spends equal if not more time fretting over and fine-tuning User Experience (UX) than building new functionality into our software offerings. One of the things that I’ve found revealing in my years at QueBIT is how the same is true in Finance and how crucial the UX is to some of our customers. Conveying financial information in a way that is visually engaging, tells a story and drives meaningful action, requires empathy, a good “eye” and a bit of fine art.
Oracle and SAP have long dominated the market for Enterprise Resource Planning (ERP) software, the software companies use to run their businesses. Simply put, ERP software can manage all day-to-day business activities including accounting, procurement, invoicing, supply chain operations, workforce management and more. These days, having an ERP system to keep track of all these everyday business transactions represents a “bare minimum” technology investment for any company.
IBM produces a great deal of information for clients and business partners to help support the ongoing use of Planning Analytics (PA). One communication tool they have is based on subscribing by product to a list of possible notifications. For example, if you are a PA administrator, you may find the general “News” notifications useful, while someone who provides IT support for the PA platform may be most interested in the “Downloads & Drivers” notifications.
The busiest time of the year is right around the corner for many FP&A (Financial Planning & Analysis) professionals. Even though some organizations have moved towards continuous planning - typically rolling 12 – 18-month forecasts refreshed quarterly or even monthly – there is still a benefit to stopping and taking stock once a year.
Per Gartner, an analyst firm, a financial key performance indicator (KPI) is a leading high-level measure of revenue, expenses, profits, or other financial outcomes, simplified for gathering and review on a weekly, monthly or quarterly basis. This information truly projects the health of the organization, both in the short and long term. As mentioned in my earlier blog,” why finance should push for improved supply chain planning”, it is becoming important for most organizations to integrate supply chain planning and S&OP (sales & operations planning) in their financial planning and budgeting processes to have a better view of all the impactors. These financial KPIs are valuable and are used by all stakeholders to evaluate business success.
Installing IBM® Planning Analytics for Excel just got a lot simpler. The new single XLL file for using IBM Planning Analytics for Excel (PAfE) has cleared up a lot of installation issues by altogether eliminating the software installation package. As of PAfE 2.0.65, a single XLL file in either 32-bit or 64-Bit Excel flavors can be downloaded from IBM Fix Central or from
Partnerships are all about connecting the people and processes of multiple organizations to drive better results for the partner entities and their customers. We are pleased to announce the addition of Anaplan, the leader in “Connected Planning”, to QueBIT’s planning and analytics portfolio.