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Description
Planwhiz enables finance teams to collaborate effectively with other departments by aligning on shared objectives and simplifying variance analysis to uncover growth prospects. By serving as a unified source of truth, it integrates seamlessly with accounting, HR, and spreadsheets while offering comprehensive insights into the origins of each budgeting component. This platform ensures that all stakeholders are aligned and informed. Enhance your planning procedures to achieve impactful outcomes through Planwhiz. With its user-friendly, precise, and collaborative approach, you can quickly adapt to evolving circumstances with flexible financial planning solutions. Featuring a range of pre-designed reports, including Profit & Loss statements, cash flow reports, SaaS metrics, and headcount analysis, Planwhiz delivers real-time insights and assessments for various scenarios. By automating repetitive report generation tasks, you can eliminate monotony and boost your productivity. Receive your reports promptly as needed, facilitating easy sharing of performance data both within your organization and with external parties. Ultimately, Planwhiz revolutionizes the way teams work together, fostering a more efficient and responsive planning environment.
Description
Enhance your client interactions with myITprocess, a comprehensive IT strategic planning tool that generates executive summaries for clients, detailed IT roadmaps, and engaging QBR presentations. Increase acceptance rates by 40% as you effectively highlight IT achievements and uncover new revenue possibilities across your entire client base. This innovative approach enables you to turn technology risks into financial gains through a well-defined IT roadmap and structured QBR framework. Facilitate deal closures with dynamic business reviews, transforming the landscape of MSP success while optimizing revenue potentials from the outset. Planning for IT doesn't need to be tedious; simplify the QBR process with a tailored IT roadmap and suggestions that can be easily transformed into an engaging presentation for productive discussions. By routinely evaluating your clients’ systems, pinpointing deficiencies in their tool arsenal, and revealing prospective risks, myITprocess empowers you to identify a wealth of revenue-generating opportunities for your clients, ultimately fostering stronger partnerships and sustained growth. This proactive strategy not only enhances client satisfaction but also positions you as a trusted advisor in the evolving tech landscape.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Planwhiz
Country
United States
Website
planwhiz.com
Vendor Details
Company Name
IT Glue
Founded
2013
Country
Canada
Website
www.itglue.com/myitprocess/
Product Features
Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control
Business Performance Management
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Sales Forecasting
Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis
Strategic Planning
Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards
Product Features
IT Management
Capacity Monitoring
Compliance Management
Event Logs
Hardware Inventory
IT Budgeting
License Management
Patch Management
Remote Access
Scheduling
Software Inventory
User Activity Monitoring
Strategic Planning
Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards