Alternatives to BizMetrics

Quick Consols is a financial reporting consolidation software application that is specifically designed for complex companies and groups. Our software automates the consolidation of complex groups with multiple years ends, multiple currencies, and multiple ERP systems using a slice-and-dice approach to reporting. Quick Consols calculates the required reports and numbers accurately and consistently. Single company reporting and group consolidations made easy. Quick Consols also assists with business unit, profit centre and cost centre reporting. This give your time to be analyse data and provide useful insights into the business finances and operations. Our platform is easy to use and set up. The software allows unlimited users and provides unlimited support.

Enhance your agility and insights to excel in any market environment with Oracle Fusion Cloud Enterprise Performance Management (EPM). This solution enables effective modeling and planning across various functions such as finance, HR, supply chain, and sales, while also simplifying the financial close process to facilitate improved decision-making. It thoroughly meets diverse requirements with extensive capabilities in financial and operational planning, consolidation, close processes, and master data management. By ensuring seamless integration between finance and all other business sectors, it promotes enterprise-wide agility and alignment. Leverage scenario modeling and advanced analytics to enhance decision-making. Oracle EPM is consistently recognized as a leader by analysts, with numerous clients reaping greater benefits by utilizing their EPM processes in the cloud. Focus on agile and interconnected planning across all areas—from scenario analysis and long-term planning to budgeting and departmental strategies—supported by industry best practices and cutting-edge technology. With Oracle EPM, organizations can make informed decisions that align with their strategic goals.

Looker reinvents the way business intelligence (BI) works by delivering an entirely new kind of data discovery solution that modernizes BI in three important ways. A simplified web-based stack leverages our 100% in-database architecture, so customers can operate on big data and find the last mile of value in the new era of fast analytic databases. An agile development environment enables today’s data rockstars to model the data and create end-user experiences that make sense for each specific business, transforming data on the way out, rather than on the way in. At the same time, a self-service data-discovery experience works the way the web works, empowering business users to drill into and explore very large datasets without ever leaving the browser. As a result, Looker customers enjoy the power of traditional BI at the speed of the web.

EnterpriseStrategyWare (ESWare) offers a cutting-edge Balanced Scorecard solution that effectively aligns organizational activities with strategic objectives and rigorously evaluates the performance of these goals over time. Developed from the conceptual framework pioneered by Harvard Business School scholars David Norton and Robert Kaplan, our ESWare product translates a company's mission and strategy into clear objectives and metrics assessed from four key viewpoints: financial, customer, internal business processes, and learning & growth. Additionally, in compliance with the Sarbanes-Oxley Act, which mandates that companies include an internal control report in their annual filings, ESWare empowers organizations to oversee their internal processes, ensuring robust oversight of both operational efficiency and financial integrity. By facilitating this comprehensive monitoring, ESWare not only assists companies in adhering to regulatory requirements but also enhances their capacity for strategic decision-making and performance improvement.

The software designed for strategic planning streamlines the creation of strategy maps and key performance indicators (KPIs). A complimentary plan is offered for smaller-scale projects. With over 30 templates tailored to various industries featuring KPIs and strategy maps, users can effectively audit their strategy scorecard to identify potential issues and address them early on, preventing larger complications down the line. Our articles section provides valuable insights on strategy execution and the challenges associated with KPIs. For those seeking concrete examples, the “Examples” section offers a wealth of information. Users can identify KPIs with the most significant gains or losses, discover critical indicators, and analyze forecast metrics based on historical data. The software’s customizable business intelligence dashboards facilitate the monitoring of essential metrics. Users can also leverage built-in templates designed for specific business challenges, ensuring robust corporate governance, risk management, and compliance by starting with the GRC template. Additionally, this tool allows users to transition their strategy scorecard from a basic spreadsheet format to a comprehensive professional software solution, enhancing overall strategic effectiveness. Whether you are a small business or a large enterprise, this software is equipped to meet your strategic planning needs.

Manage client relationships easily, track opportunities, estimate project costs, and manage client relations. To improve customer satisfaction and reduce project risk, deliver projects on-time and within budget. Faster reporting is possible and key decision-makers can be provided with role-based metrics. Project managers face difficult challenges in bringing projects/engagements in on schedule and at the highest level of profitability. Vision is a key ingredient to their success. - Real-time data to identify problems early enough so that corrective actions can be taken promptly - Tools to monitor the status of your project and the utilization of your staff. All financial, project, and resource planning data can be tracked in one integrated system.

Our adventure commenced with the irritation of depending on financial reports to assess business success. Frequently outdated and disconnected from the core operations, these reports failed to incorporate essential non-financial metrics. We were in search of dependable, succinct data that truly mirrored the reality of our situation. Our attempts with laborious and time-consuming spreadsheets left us with lingering uncertainty, as we often found ourselves hoping—and even praying—that our models were accurate. Doubt was a constant companion, and when addressing key stakeholders, I preferred to rely on more than just faith to support my arguments. We sought out scorecard summaries, dashboards, and metrics featuring drill-down analytics, all designed to be simple and user-friendly. Additionally, we aimed to present everything neatly, whether through PowerPoint or during remote meetings via Skype, making it ideal for showcasing performance to offsite clients or remote teams. This transformation brought about quick, easy, and precise insights, allowing us to finally uncover the true dynamics of our business. The clarity gained from these tools has not only improved our understanding but has also empowered us to make informed decisions that drive success.

MYGIDE facilitates the integration of various business entities and segments through general ledger coding or customized user connections, enabling the seamless aggregation of data that is presented in structured reports and statements for efficient analysis. This system allows for immediate recalibration of changes made at any sub-level, reflecting those adjustments in higher-level summaries. Furthermore, MYGIDE computes both horizontal and vertical run rates, offering projections for short-term and long-term plans that are based on historical data, actual performance, and prevailing business trends. Users also have the flexibility to modify these trend-based run rates with their own assumptions, allowing for a more tailored approach. Additionally, different scenarios for what-if analyses or inclusion/exclusion evaluations can be created, saved, and compared for thorough assessment. MYGIDE promotes a collaborative budgeting and planning process, equipping operational division managers with the necessary data and tools to enhance their planning efforts, while the finance office benefits from real-time consolidation of all contributions. Ultimately, this integrated approach fosters improved decision-making across the organization.

Eliminate the use of spreadsheets and transform finance into a collaborative team effort. Metric.ai serves as a comprehensive hub for all your financial information. You can confidently set project budgets, compute costs, and recognize revenue seamlessly. Maintain an up-to-date overview of your profit, utilization rates, effective billing, capacity, and additional metrics. Discover over 100 service-oriented key performance indicators (KPIs) and develop custom metrics to facilitate better decision-making. Organize projects and personnel into various departments, roles, and offices to accurately represent your organizational structure, complete with tailored metrics for each category. Enhance your forecasting accuracy by consolidating essential metrics like revenue recognition, multi-currency capabilities, financial closures, and historical variations all within a single platform. This approach allows you to inject more predictability into your planning. Additionally, you will receive alerts about potential risks and gain actionable insights into why actual results may differ from forecasts. By integrating project and resource plans, you can effectively plan for revenue, costs, and profits while adapting to changes in real-time. Embrace a more streamlined financial management experience that fosters teamwork and informed decision-making.

Collaborate effectively to pinpoint obstacles and make decisive choices that lead to the realization of your objectives. Seamlessly integrate your revenue, sales targets, marketing strategies, financial plans, and recruitment efforts without any mistakes. Employ straightforward business language formulas to calculate shared metrics across various regions, market segments, and channels. Analyze actual outcomes in comparison to your plans to discern which areas of your enterprise are excelling or facing challenges. Receive anticipatory alerts regarding possible deviations from your expected figures and understand their implications. Gain a comprehensive view by synthesizing data from multiple sources for a holistic understanding. Tailor financial reports to your needs and enhance cost efficiency, revenue, and profits through superior visual representations. Achieve complete transparency in business performance by consolidating data from diverse sources—ranging from ERP and CRM systems to various databases, Excel, and CSV files. This holistic approach ensures you are always informed and ready to pivot as necessary for sustained growth.

The PlanBase Scorecard offers a robust system for managing metrics that not only tracks operational performance and key indicators but also aligns these metrics with the objectives of the strategic plan outlined in PlanBase Hoshin. This seamless integration, which is fully automated within PlanBase's cohesive platform, enhances efforts for continuous improvement, ensuring that processes can be advanced whenever necessary. With its user-friendly click-and-go interface, the PlanBase Scorecard encourages team engagement by providing clear visibility and accountability. Each scorecard, often referred to as a bowler chart, is assigned a specific owner, fostering a sense of responsibility throughout the organization. Team members, including managers and their direct reports, can access customized real-time dashboards that display performance metrics. This suite of visual management tools allows for meaningful comparisons to historical data and future goals, empowering informed decision-making and driving organizational success. Ultimately, the PlanBase Scorecard not only supports performance tracking but also cultivates a culture of accountability and proactive management.

The Balanced Scorecard framework identifies the essential knowledge, skills, and systems necessary for employees to foster innovation and develop the appropriate strategic capabilities and efficiencies required for optimal internal processes, which in turn deliver targeted value to customers, ultimately enhancing shareholder wealth. More than just a measurement tool, the Balanced Scorecard serves as a comprehensive management system that helps organizations articulate their vision and strategy, translating these into actionable steps. It offers valuable feedback regarding both internal operations and external results to ensure ongoing enhancement of strategic performance and outcomes. When implemented fully, this system shifts strategic planning from a theoretical concept to the central operational hub of an organization. You can conveniently access your Balanced Scorecard through a web browser or mobile devices such as Android phones or iPads, allowing you to track your company's key performance indicators anytime and anywhere. As a result, organizations can remain agile and responsive to market changes, ensuring sustained competitive advantages.

TrustMAPP® is the pioneer in Cybersecurity Performance Management.. Recognized by Gartner as a leader in Cybersecurity Performance Management and Cybersecurity Maturity Assessments, TrustMAPP is used by organizations across the globe, TrustMAPP provides information security leaders an ability to quickly measure, quantify, and communicate meaningful control performance, track improvement processes, forecast investment efforts, and quickly build narratives to executive stakeholders. TrustMAPP provides remediation guidance on individual controls based on maturity scores and provides resource effort investment and financial investments to forecast future requirements for cybersecurity funding. TrustMAPP provides decision science and forecasting necessary to elevate the cybersecurity discussion in the boardroom. Information security leaders benefit from alignment with key business objectives and dynamic analytics and report-building capabilities. Information security leaders benefit from a new language that resonates with those who know little (and care even less) about the technical aspects of cybersecurity program management.

Boost your enterprise performance management through fast integration, real time reporting, and sophisticated planning tools. Organizations are becoming more complex. They require management of changing corporate structures, large amounts of data, and changing market conditions. Calumo, which provides automated reporting, planning and budgeting solutions, is now part of the insightsoftware family. It supports extended planning and analysis to improve corporate performance management. insightsoftware's strategy is a way to provide the best financial and operational reporting and planning solutions for all companies, regardless of size, ERP, EPM or reporting environment preferences.

Kepion is a cloud-based business planning software powered by Microsoft Business Intelligence which combines budgeting, forecasting, BI reporting, and intuitive modelling technology in a single, centralized platform, enabling users to produce and plan applications around the way their organization works. Kepion caters for businesses of all sizes, including SMBs and large enterprises, and supports custom-built apps, as well as an end-to-end BI platform, web-based access, flexible integration, real-time calculations, and more. Kepion enables sales, finance, operations, marketing and HR departments to configure personalized planning apps designed specifically for how they work, with review planning and sales forecasting budgeting, plus workforce planning and project planning tools. Users can conduct 'what-if' scenarios, integrate Kepion with their source system for data to import automatically from their ERP, CRM or SCM system, and plan, monitor, and analyze by any facet or combination of facets of data on a single dashboard. Intuitive dashboards help users create and manage projects by giving quick access to key measurements for ongoing performance.

Work.software serves as an activity-driven platform for managing business performance effectively. It ensures that every member of your organization is responsible for the objectives you establish, with each employee having clearly articulated expectations through Individual Impact Plans. This approach simplifies the process of enhancement, fostering a culture where employees can reliably achieve their targets based on personal accountability. Achieving this is facilitated through the implementation of mindset, ability, and performance evaluations, known as M.A.P.s. By monitoring non-financial metrics that boost employee performance, the platform contributes to increasing the overall value of the business. Work.software establishes a practical framework that provides your team with the necessary guidance to achieve quantifiable outcomes. Revenue, value creation ratio (VCR), profit, and cash flow remain the focal points during your performance evaluation sessions. Understanding which metrics yield the greatest value is crucial for enduring growth and success. The user-friendly dashboard of Work.software empowers you to steer your business in the most advantageous direction, ensuring that you are always aligned with your strategic objectives. With this tool, you can transform insights into actions that will lead to significant improvements in your organizational performance.

IRIS Business Architect stands out as more than just another enterprise architecture tool; it is primarily a collaborative software application designed with a focus on business-centric planning, encompassing elements like business design, transformation architecture, project and initiative planning, as well as agile delivery tailored for an organization's complete planning ecosystem. Typically, this tool is managed by the Business Transformation Committee rather than being solely the responsibility of the CIO. As organizations face the pressing challenge of digital transformation, the ability to deliver agile business architecture has emerged as a crucial skill. Achieving this level of agility is often a struggle for traditional enterprise architecture approaches, which may not adapt swiftly to the demands of modern business environments. While it is imperative to plan and establish architectural concepts in advance, the methodology for doing so needs to evolve. According to a whitepaper authored by Daniel Lambert, effective product management plays a pivotal role in driving a customer-focused transformation within businesses. Emphasizing a shift in perspective can greatly enhance the overall outcome of transformation initiatives.

In five easy steps, you can clearly articulate, execute, then iterate on your business's growth strategy. To help your business grow, improve teamwork and collaboration by setting clear goals. Identify, monitor, and move forward the work that individuals and groups need to do each day. Establish a culture that encourages transparency and measurement. Your overall business performance will improve. Reduce uncertainty, increase efficiency, eliminate duplication, and improve your bottom line. With clearly defined company objectives, strategy, and daily activities, you can improve decision-making. Your business goals will help you to define and achieve your goals. Understanding your external environment is key to navigating uncertainty like COVID-19. Small businesses were asked for feedback and to rate various small business software. Our software was compared in terms of value for money, customer support, ease-of-use, reporting, and overall user satisfaction. StratPlan won the award for the third consecutive year.

EYT Business Services streamlines the process of evaluating your corporation by allowing you to analyze operational segments, affiliate partners, or franchise networks with ease. We prioritize the assessment of employee needs in the locations where it matters most. In addition, your specific division or group will receive notifications when reviews are complete and when reports along with strategic action plans are available. This results in a remarkable outcome: EYT clients typically experience an ROI ranging from 100% to 300% after implementing projects, with users enjoying an increase of over four months in productivity on average. Whether you're focusing on a single division or an entire organization, including partner companies, EYT enables you to effortlessly distribute complex employee engagement strategies, even internationally. The assessments are delivered swiftly through a weblink, accompanied by a business strategy that includes actionable plans aimed at enhancing organizational performance and facilitating management collaboration. Furthermore, you have the capability to share your business assessments and priorities conveniently through Outlook, ensuring seamless communication and alignment across your teams. Ultimately, EYT empowers organizations to cultivate a more engaged and productive workforce.

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.

TCM offers a robust suite of tools and a comprehensive database tailored for intricate budgeting, forecasting, financial consolidation, as well as management reporting and analysis. With its cohesive functionality, TCM delivers a user-friendly solution that provides a holistic view of the organization, enabling diverse perspectives for better analysis. The platform eradicates the constraints often found in traditional spreadsheets and includes an advanced predictive analysis feature that empowers users to explore endless “what if” scenarios, significantly enhancing corporate information, decision-making, and performance management. Furthermore, TCM’s enterprise performance management solutions are designed for complete scalability and can be tailored to specific user requirements without the need for programming. Crafted by professionals in business and finance utilizing OLAP technology, TCM's offerings are genuinely adaptable, allowing for swift and effective responses to changes while minimizing dependence on IT resources. This level of flexibility ensures that organizations can remain agile in an ever-evolving business landscape.

Take charge of your metrics and achieve outcomes swiftly. Our strategic management software not only allows for efficient planning but also enhances the organization of your daily tasks, fosters team engagement, and promotes a culture focused on results! We do much more than simply streamline your workflow. Explore the transformative capabilities of strategic management software designed to elevate your business performance while motivating your team to meet shared objectives. This performance indicator software facilitates the reduction of time spent on collecting, validating, and consolidating KPIs, enabling you to identify challenges and devise actionable solutions. Additionally, it allows for comprehensive reporting of results across all company levels. By involving your entire team in a results-driven culture, you can reach your targets more effectively and improve overall business outcomes. Create an environment where everyone has the resources needed to fulfill their objectives and manage the delivery of strategic projects while fostering engagement in these initiatives. Ultimately, boost your team's productivity and make informed decisions with increased speed and confidence, paving the way for long-term success.

Our cutting-edge approach monitors over 60 SaaS metrics such as ARR, bookings, net dollar retention, and burn multiple, ensuring you’ll never have to fret about miscalculations again. You can segment your customer base and modify your calculation settings to reveal essential trends within your organization. Sharing tailored dashboards becomes a breeze, allowing for strategic discussions with internal teams or providing investors with a concise overview of your company’s performance. Additionally, you can effortlessly synchronize your crucial data from existing systems, consolidating bookings, billings, expenses, and operational plans into one comprehensive location for a truly integrated perspective on your business. This seamless integration empowers you to make informed decisions based on accurate and readily accessible data.

Enhance the effectiveness of your network's operations with Easy Metrics, which assists businesses in minimizing waste, identifying service costs, and fostering an engaged, high-performing workforce. Optimal operations rely on cohesive operations cost data, and we consolidate this data for you, enabling savings, labor and equipment expenditure optimization, process enhancements, and strategic facility investment planning. For every facility, you will have clarity on crucial metrics such as service costs, performance indicators, ratio metrics, and labor budget compliance. Gain in-depth insights into absent hours, indirect activities, unscanned processes, labor forecasting, and customer gross margins. Additionally, monitor resource utilization, obtain insights to offer competitive compensation, and recognize top performers to further boost your operational success. This comprehensive approach ensures that your organization can adapt and thrive in a dynamic market environment.

Achieve a comprehensive and immediate understanding of your business performance through Infor Dynamic Enterprise Performance Management® (Infor d/EPM®). This innovative EPM software solution merges intelligent business tools with robust financial planning functions, empowering you to confidently report, assess past and current performance, and predict future outcomes. Streamline your budgeting by utilizing a planning solution that integrates both budgets and actuals seamlessly. Crafted with financial best practices in mind, d/EPM not only enhances user experience but also integrates smoothly with ERP applications. Quickly and effortlessly consolidate various bookkeeping records from your legal entities, process elimination entries, and produce a unified set of financial statements. Leverage a cohesive sales forecasting and planning tool that aligns finance and operational teams, facilitating the creation of precise sales forecasts linked to your budgets and strategic plans. This holistic approach ensures that your organization remains agile and responsive to changing market dynamics.

Enhance your business growth through a unified approach to planning, reporting, and analytics that fosters collaboration. Bizview, now part of insightsoftware, a premier provider in financial reporting and enterprise performance management (EPM), underscores the importance of adaptability in budgeting and reporting. Consider how well your current tools can cater to your specific business requirements. While many budgeting and planning solutions tout their flexibility, they often confine you to rigid structures that do not align with your operational needs. This limitation hinders your ability to optimize performance since the planning frameworks fail to accurately mirror your organization's key drivers. The ideal scenario is one where your processes seamlessly integrate with the tools at your disposal, rather than forcing you to conform to the capabilities of the software. Relying on manual budgeting and forecasting methods can lead to cumbersome data transfers across numerous Excel spreadsheets, complicating collaboration among team members and decision-makers. Such practices can easily result in a loss of control, creating a cycle of inefficiency that is both time-consuming and prone to errors. Furthermore, traditional planning and reporting often place a heavy burden on IT departments to supply the required data, which can slow down the overall process. Hence, a more streamlined and adaptable approach to financial management is essential for fostering effective decision-making and driving business success.

Transform your organization with robust enterprise budgeting, ongoing forecasting, and sophisticated modeling features. As the landscape of technology evolves, we have remained dedicated to staying relevant and innovative, attuned to the demands and expectations of our customers. The Mondelio corporate performance suite equips your company with essential tools for enterprise budgeting, continuous forecasting, and predictive modeling. It includes advanced scenario planning and ensures the integrity of your data by monitoring it in real-time to eliminate potential quality issues. You can synchronize data from various sources and consolidate them into reliable golden records, defining data structures to create these records effectively. Beyond simple dashboards, you can gain deeper insights by seamlessly integrating vast amounts of data from diverse sources using Power BI. Moreover, you can navigate your data with assurance, utilizing your secure and controlled environments, thus enabling smarter decision-making processes.

Streamline financial reporting and generate daily performance dashboards to effectively measure, track, and manage performance with insightful daily data. Our completely automated, cloud-based platform offers a swift return on investment for CFOs and their finance teams. We equip CFOs with comprehensive analyses and streamlined reporting that facilitate data-driven decision-making for improved business outcomes. Our ready-to-use solutions empower organizations to enhance planning, presentation, and oversight of their financial strategies. By eliminating inefficiencies in reporting processes, we alleviate the burdens faced by CFOs in banks and credit unions. Every financial institution deserves access to reliable numbers that are readily available, regardless of time or location. This level of accessibility cannot be realized through traditional monthly reporting, which typically occurs two to three weeks post month-end. Our robust cloud software enables a transition to a daily reporting cycle, delivering genuine financial automation at your command, while also fostering a culture of real-time financial awareness across the organization.

We turn strategy into action. Our platform bridges the gap between your strategic plans and daily objectives, driving exceptional outcomes. With Objective Manager, we synchronize planning, performance, and engagement, ensuring every individual, process, and task within your organization serves a meaningful purpose. Regular interaction with your business strategy is essential for transforming it into a tangible success. As hybrid work models become the norm, equip your team with the essential tools to align their goals with the overall strategy of the organization. Quickly pinpoint and visualize promising new opportunities within your existing client portfolio. By leveraging algorithms to scrutinize the firm’s financial and customer data, we uncover trends and correlate them with your talent resources to reveal opportunities instantly, enabling you to focus your efforts and secure new business effectively. Additionally, this approach fosters a culture of continuous improvement and adaptability within your organization.

Manage your company's operations with tailored software and solutions designed for effective controlling. Our standardized yet adaptable controlling software provides corporate management with the flexibility to meet specific needs, utilizing a modular framework that allows for the integration of predefined standards with personalized modules. This approach ensures sustainable investment security amid structural and corporate changes. We guarantee high project quality by collaborating with experienced partners during implementation. Additionally, our system features real-time processing capabilities for data inputs, filter adjustments, and user interactions. CoPlanner stands out as a complete business management controlling software, seamlessly integrating planning, reporting, and consolidation functionalities, and was recognized for excellence in planning features within the Financial Performance Management Products category in 2019. Ultimately, our solutions empower businesses to thrive in a dynamic market environment.

Experience the premier solution for Performance Management and Business Intelligence. Effective planning and in-depth business analysis lay the foundation for enhanced performance and sustainable growth. With Mercur Business Control, you gain access to a quick, straightforward, adaptable, and economical solution for budgeting, forecasting, reporting, analysis, and strategic goal management. Successful businesses thrive on making timely decisions that are supported by reliable data. Mercur Business Control addresses the performance management challenges your organization faces, enabling you to concentrate on what truly matters. This platform simplifies the handling of extensive data sets, converting them into actionable insights with ease. Our user-friendly business intelligence dashboards empower you to track your business performance, discern patterns, and make well-informed decisions based on comprehensive insights into both financial and operational metrics. Ultimately, Mercur Business Control not only streamlines your processes but also positions you to seize new opportunities for growth.

Phocas provides an all-in-one business intelligence (BI) and financial planning and analysis (FP&A) platform for mid-market businesses who make, move and sell. Driven by a mission to make people feel good about data, Phocas helps businesses connect, understand, and plan better together. Partnering with ERP systems like Epicor, Sage, Oracle NetSuite, Phocas extends their capabilities by consolidating ERP, CRM, spreadsheets and other data sources into one easy-to-use platform, offering a range of tools to analyze, report, and plan. Its key features include intuitive dashboards, ad hoc reporting, dynamic financial statements, flexible budgeting, accurate forecasting, and automated rebate management. With real-time insights and secure access, Phocas empowers cross-functional teams to explore data and make informed decisions confidently. Designed to be self-serve for all business users, Phocas simplifies data-driven processes by automating manual tasks like consolidating financial and operational data – saving time and reducing errors. Whether you're preparing month-end reports, analyzing trends, managing cash flow, or optimizing rebates, Phocas provides the clarity you need to stay ahead.

Howwe Enterprise Execution Software implements the business plan and makes it clear and actionable at all levels of the organization. Year after year of sustainable financial growth. Howwe Technologies is an international SaaS company based in Stockholm. Howwe, a SaaS application for business innovation, is Enterprise Execution Software for accelerated Growth. It empowers your company to execute your business plan and strategy in real time. Howwe transforms strategy, which is often both too complex and too high-level, into role-based goals and linked high-impact key activities that make it clear and actionable. Howwe can help you manage, accelerate, and follow-up on business-critical initiatives. This is regardless of whether you are behind schedule, struggling to get them to happen quickly enough, or need to align them within the organization.

Our approach to strategic planning prioritizes execution and proactive measures, steering clear of the notion that organizations are solely defined by their plans, and instead emphasizing the importance of people. As a result of engaging in our strategic planning process, leadership teams find greater alignment and develop a concrete action plan. Utilizing an agile framework, we conduct an annual offsite retreat to tailor a unique strategy for your organization. The outcome of this collaborative session is a dynamic plan that evolves in response to your business's changing needs. Additionally, our clients benefit from access to our planning platform, which aids executives in overseeing their strategies and making adjustments based on actual performance metrics. We offer strategic insights to businesses that genuinely reflect the realities of corporate development, ensuring that our guidance is both practical and applicable in today's fast-paced environment. This comprehensive approach empowers organizations to navigate challenges effectively while fostering a culture of continuous improvement.

KPIs (Key Performance Indiators) are used to track and increase employee and team performance. OKRs (Objectives, Key Results) allow you to execute your strategies efficiently using OKRs (Objectives, and Key Results). Engage and Motivate with our Reward System, Weekly Check-Ins, Resource Hub, 360 Review, and 1-on-1s.

Introducing PM3X, our innovative cloud-based platform designed to improve your performance metrics while engaging teams, customers, and suppliers alike. Effective communication of Key Performance Indicators, Service Level Agreements, and data insights is essential for success, and it must be shared promptly with all stakeholders involved. With over a decade of experience, PM3X excels in conveying important messages throughout your organization, ensuring everyone understands the standards of excellence. The data utilized is sourced from various locations, including centralized databases and distributed operations. Traditionally, organizations relied on spreadsheets for gathering and presenting this information, a method that often becomes unwieldy and lacks the necessary oversight and adaptability. By implementing PM3X, clients can systematically gather data in an organized yet flexible manner, enabling seamless data transfers, spreadsheet uploads, and direct entries from diverse locations. This approach not only streamlines processes but also enhances overall data integrity and accessibility. Ultimately, PM3X empowers organizations to foster transparency and collaboration in their performance management efforts.

All-in-one reporting and analysis, forecasting, and forecasting. Fathom is a business management tool that combines intuitive reporting, cash flow forecasting, and financial insight into one simple solution. Get a detailed analysis of your numbers to get a better understanding of your business performance. You can create custom management reports and share your business results in a clear and compelling way. You can create management reports for print and web in minutes. In one editor, you can combine text, charts, tables, and financial statements. Automate your reporting. You can schedule the delivery of timely reports.

Enhance your understanding of both your business and your clientele through the utilization of the CANVAS business model along with the empathy map. Assess various internal and external situations by employing analytical tools like SWOT and PESTAL. Clearly outline your strategic objectives by adopting frameworks such as BSC, OKR, and GPD. Organize your schedule by consolidating project actions, processes, and individual tasks into a single visual format. Develop projects and processes while monitoring their progress through GANTT charts, notifications, dashboards, and visual graphics. Connect KPIs to objectives, establish measurable targets, and evaluate the outcomes of teamwork. With Scopi’s mobile app, you can easily monitor your objectives, track project and process advancement, and manage tasks—whether scheduling or completing them—at your convenience. Strategic planning encompasses the systematic consideration and examination of various scenarios, leading to the formulation of actions aimed at realizing your aspirations, effectively turning visions into reality. This approach to strategic planning embodies a dynamic and ongoing evolution, ensuring that your business remains agile and responsive to change.

By harnessing actionable insights from various connected data sources, we develop user-friendly visualizations and reports that provide a comprehensive overview of your business within a single dashboard. This allows you to make informed decisions effortlessly. Engage in real-time discussions and comments directly within the Dasheroo platform, ensuring your team remains focused on achieving results. Receive instant group alerts when any chosen metric crosses a predefined threshold, enabling quick responses to changes. Easily identify correlations and causations across a range of data providers at a glance. You can also set up recurring email distributions for dashboards or export them in PDF and PNG formats. Tailor individual dashboards by scheduling their timing, then relax and watch the insights unfold. Plus, you can import your own internal or custom data sources seamlessly using our JSON and Push API Webhooks, ensuring a fully integrated experience. With these features, optimizing your business operations has never been more streamlined.

Leverage our advanced AI-driven Corporate Performance Management (CPM) and Sales Performance Management (SPM) solutions to enhance your planning, analysis, and reporting capabilities. Our applications cater specifically to sales-oriented enterprises, offering a comprehensive approach that streamlines decision-making. With a track record of successfully executed projects, we provide smart pre-built solutions that minimize both implementation time and costs. Elevate your forecasting capabilities by combining artificial intelligence with human insight. We facilitate the entire management control cycle across strategic, tactical, and operational levels for critical business processes, typically achieving project delivery in just three months. Choose smartPM.solutions for a dedicated consulting team that prioritizes your needs and boasts a wealth of experience, having completed over 400 projects with exceptionally satisfied clients. Our commitment to attentive listening and thorough follow-through sets us apart in the industry.

Enhance the functionality of your FP&A spreadsheets with our Corporate Performance Management software, which seamlessly integrates with Microsoft Excel. Streamline your data organization and automate repetitive tasks to improve both your operational and financial planning processes. Our user-friendly interface allows you to construct cubes, each capable of containing various dimensions, dimension members, and measures. You can easily link Excel cells to any cell within a cube. Thanks to our contemporary Microsoft add-in, you can effortlessly upload and download data from the cloud directly to your spreadsheet templates. Utilize Pivot tables and other business intelligence tools to explore your data in any way you prefer. Additionally, our workflow manager enables the creation of intricate tasks and the attachment of templates, facilitating task completion and approval without cumbersome manual intervention. Tailor alerts and notifications to keep users informed about essential updates. If you find yourself frequently exchanging Excel files or relying on a Corporate Performance Management system only to revert to Excel for formatting, it may be time to consider PivotXL for a more efficient solution. With PivotXL, you can transform your data management experience and significantly increase productivity.

Effective Performance Management is essential for tracking and ensuring success; however, it can become increasingly difficult when various custom systems and Excel spreadsheets fail to keep pace with the expansion of your business and organization. To achieve the best outcomes in strategic, employee, or process performance, a unified solution that involves the entire organization is necessary. QPR Metrics offers an optimal platform for integrating your various management-level performance reporting tools into a single, scalable, user-friendly, and easily maintainable business performance solution. With this tool, you can streamline data collection, consolidation, monitoring, and reporting, allowing for the establishment of clear and attainable targets. These objectives can be effectively communicated through dashboards, motivating employees to engage in the enhancement of your organization's performance. Moreover, leveraging QPR Metrics enables you to connect your risk management or process activities directly to your overall performance, creating a holistic approach to improvement. This comprehensive system not only simplifies performance management but also fosters a culture of continuous improvement across the organization.

Economic entities of various scales enhance their financial oversight using Accountfy. This platform offers the versatility to either manually upload accounting files or seamlessly integrate with your ERP system, ensuring data remains current in real-time. It enables the consolidation of resources for companies within the same economic group or across diverse groups, minimizing errors and manual tasks through straightforward parameterization. Furthermore, users can analyze the participation of account and cost centers in financial statements and track their progress over time, aiding in the establishment of objectives and cost-saving measures. The ability to customize the number of columns and organize information optimally begins with a comprehensive overview. Additionally, you can consolidate multiple economic groups with multi-currency capabilities while maintaining full traceability of transactions. This comprehensive approach not only streamlines financial management but also fosters informed decision-making within and between economic groups.

Konstrukt is a cloud-based planning tool that helps companies plan better. Konstrukt eliminates the friction and makes planning easier, faster, more integrated, and more efficient within your company. Konstrukt thinks just like your business Plan according to your business structure, KPIs, and not just amounts against a list. Konstrukt's flexibility allows you to structure your plan in any way you like. Manage your workflow Konstrukt tracks the progress of each participant through your planning cycle. You can also review and approve their data before you complete the plan. Automated consolidation Your plans are stored in the cloud so you don't have to consolidate excel files. Plans from different people can be automatically consolidated and made immediately available for analysis or reporting. Planning experts offer advice We have years of experience in helping companies improve their planning processes.

FinCastAI, a chat-based platform for SaaS founders simplifies complex financial and user data to actionable insights. It integrates with tools such as Stripe, HubSpot and QuickBooks to gather and analyze metrics like MRR and churn. FinCastAI is different from traditional platforms, which provide raw data. It focuses on the answers and helps you understand what those numbers mean. FinCastAI provides insights in plain English, complete with visualizations, whether you're benchmarking industry standards, identifying performance underperformance, or optimizing revenues. It's a fast, intuitive tool that was built for founders by founders to help them make better decisions and accelerate their growth.