smartpm expert blog integrated planning

Are Your Financial and Business Data Optimally Connected?

Fragmented data, manual processes, and isolated planning methods – many companies face these challenges. For CFOs and financial controllers, these are more than just technical hurdles. Such issues lead to decisions based on incomplete or inconsistent data, delays in adapting to market changes, and missed strategic opportunities.

The solution lies in integrated financial and business planning that connects all relevant data and departments. With smartPM.solutions, companies can build a solid foundation for informed decision-making and ensure future-proof planning.

What is Integrated Financial and Business Planning?

Integrated financial and business planning combines various aspects such as financial, operational, and strategic planning into a cohesive and comprehensive framework. The goal is to provide a clear, aligned overview that enables proactive and well-informed corporate management.

💡 Key Benefits at a Glance:

  1. Comprehensive Overview
    All relevant data sources and departments are connected within a central platform, creating a “Single Point of Truth” that ensures consistency and reliability in decision-making.

  2. Automated Processes
    Profit & loss statements, balance sheets, and cash flow reports are automatically derived from sub-plans. This reduces manual errors, increases efficiency, and saves valuable time.

  3. Flexibility through Scenario Analysis
    “What-if” simulations and driver-based scenario planning enable organizations to assess multiple future scenarios and respond agilely to changes.

  4. Resource Efficiency
    Standardized and automated processes significantly reduce planning costs and time, providing a real competitive advantage.

How smartPM.solutions Supports Your Business

smartPM.solutions provides a proven and practical solution, specifically designed to meet the needs of modern finance departments. Our FP&A software solution integrates planning, analysis, forecasting, reporting, budgeting, and consolidation into a single platform—built on best-practice content that can be flexibly tailored to individual requirements.

What makes smartPM stand out?
Seamless Integration: Connect your financial and business data sources in one central platform.
Flexibility and Adaptability: Our solutions are designed to fit your industry, company size, and data structure.
Years of Expertise: With over 25 years of experience in controlling and countless successful projects, we deliver reliable, field-tested solutions.

Case Study: Successful Implementation at Rosen Group

The Rosen Group sought a more flexible reporting and planning solution to meet its requirements in S&OP, project and customer performance management, and integrated financial planning. With the support of smartPM.solutions, they successfully implemented a tailored solution that not only provided immediate benefits but also significantly increased planning efficiency.

Conclusion

Integrated financial and business planning is no longer a “nice-to-have”  it is essential for companies that want to thrive in a dynamic, data-driven business environment. With smartPM.solutions, CFOs and controllers gain the tools to connect their processes, make informed decisions, and respond swiftly to change.

👉 Find out how smartPM can help you future-proof your planning and decision-making:

You never want to miss a post - follow us​

Share this post

Latest smartPM Blogposts

Flexible Rolling Forecasts for Agile Planning

Discover why flexible rolling forecasts are indispensable in controlling and create real value. From quicker responsiveness to enhanced risk assessment – we guide you on steering your company agilely with this innovative method.

Scroll to Top