The smartpm.solutions Health Check
AI-Powered Analysis and Optimization of Excel-Based Planning Models and FP&A Systems
How effective is your current financial planning process – and where is its untapped potential?
Complex Excel spreadsheets, slow calculation times, manual workflows and legacy planning models consume valuable time and resources in FP&A. Often, it is difficult to determine which structures are still needed, where potential errors occur and which improvements would deliver the greatest value.
With the smartpm Health Check, our experienced FP&A consultants assess your existing Excel-based planning models or FP&A software, supported by advanced AI technology.
Gain faster insights into your planning models, identify opportunities for improvement and discover how to optimize your existing solution or modernize your planning environment.
Greater Transparency. Less Complexity. More Efficient FP&A.
The smartpm Health Check identifies the limitations of your current planning environment and reveals opportunities to improve its performance, usability and capabilities.
What makes it different: With our AI-powered workspace, Smartofant Studio, we can systematically analyze even complex Excel-based planning models and existing FP&A applications. This enables faster assessment and documentation of model structures, calculation logic and optimization opportunities.
Our shared goal: A streamlined, high-performance and reliable planning environment that empowers your FP&A team to maintain and enhance planning models independently.
What's Included in the smartpm Health Check?
Assessing Your Current Planning Environment and Requirements
We start with a joint assessment of your existing FP&A processes and systems:
Review of your current Excel-based planning models or FP&A applications
Discussion of challenges related to system performance, data quality, usability and planning processes
Identification of improvement opportunities and evolving business requirements
Exploration of proven best practices from comparable FP&A and performance management projects
Supported environments: Excel-based planning models and FP&A applications, including but not limited to IBM Planning Analytics (TM1), Jedox, Microsoft Power BI, SAP Analytics Cloud and Unit4 FP&A.
AI-Powered Analysis by Experienced FP&A Experts
We examine your existing planning models and systems to identify specific opportunities for improvement.
AI-powered Excel and model analysis: Assessment of spreadsheet structures, formulas, dependencies and calculation logic
Identifying complexity and risks: Detection of inefficient model structures, potential sources of errors and unnecessary manual processes
Evaluating performance and usability: Analysis of calculation times, data loading processes, user experience and maintenance requirements
Exploring optimization opportunities: Assessment of automation, integrated financial planning, scenario modeling, rolling forecasts and AI-powered capabilities
Applying FP&A best practices: Benchmarking your planning environment against proven approaches from numerous planning and implementation projects
By combining AI-powered analysis with hands-on FP&A expertise, we provide a faster and more comprehensive understanding of your existing planning environment.
Actionable Recommendations and Next Steps
Receive a clear assessment of your current solution, along with practical recommendations for improvement.
Presentation of key findings and identified optimization opportunities
Written summary with prioritized recommendations
Assessment of which existing models and processes should be retained, simplified or modernized
Evaluation of potential system enhancements or migration to a modern FP&A platform
Initial estimates of implementation effort and recommended next steps
Your outcome: A solid basis for making informed decisions about improving your planning environment – without unnecessary system replacements or costly, large-scale transformation projects.
Optimize Your Existing Planning Environment or Start Fresh?
Not every legacy FP&A system needs to be replaced.
In many cases, targeted improvements can significantly enhance system performance, usability and data quality. In others, moving to a modern, integrated FP&A platform creates new opportunities for rolling forecasts, scenario planning, automation and more agile decision-making.
The smartpm Health Check helps you determine the right approach for your organization.
With smartpm, customers are in good hands
The smartpm.solutions team brought extensive project expertise, significantly helping us enhance our processes. This allowed us to maintain detailed focus in key areas while ensuring the system remains streamlined and efficient.
Arbi Araks
Head of Controlling
Looking for Continuous Performance Monitoring and Model Optimization?
For ongoing system optimization and reliable support, we recommend our Service Level Agreements (SLAs).
Benefit from comprehensive support services, guaranteed response times and dedicated contacts. Our experts will be happy to discuss the right service package for your organization.
If you’re already a customer needing assistance, simply log in to the smartpm Support Portal to enjoy our exceptional service.
Unlock the Full Potential of Your Financial Planning
Have your existing Excel-based planning models or FP&A system assessed by our experts – supported by AI.
Gain clarity on optimization opportunities, reduce complexity and discover how to make your planning processes more efficient and future-ready. Book an FP&A consultation:
